Keeping your funds close and your clients closer
Like lots of introducing broker/dealers, you may be struggling with how to make small, fund-only accounts more manageable—and profitable! We’d like to tell you about how one B/D is doing it.
Join us June 13 at 2pm EDT for a live discussion: “Check & App is Great! (Till it’s Not): The Case for Centralizing Fund-Only Accounts.” https://bit.ly/2JgZQnl