Audience

Teams wanting a solution to automate repetitive work and handle account transfers

About GoldenBasis

Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.

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Integrations

API:
Yes, GoldenBasis offers API access
No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

GoldenBasis
United States
www.goldenbasis.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online

GoldenBasis Frequently Asked Questions

Q: What kinds of users and organization types does GoldenBasis work with?
Q: What languages does GoldenBasis support in their product?
Q: What kind of support options does GoldenBasis offer?
Q: Does GoldenBasis have an API?
Q: What type of training does GoldenBasis provide?

GoldenBasis Product Features

Financial Services

Performance Management
Risk Management
Compliance Management
Analytics
Channel Management
Customer Engagement
Branch Optimization