Clearing Platform Selection and Implementation

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - March 04, 2020 12:00 - 23 minutes - 16.4 MB - ★★★★★ - 7 ratings
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Previous Episode: Should You Be Assessing Your Clearing Platform?

Next Episode: COVID 19 and Your Business Continuity Plan

The analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. One of the most meaningful relationships any introducing broker-dealer has is with its clearing provider. In this week's episode, Managing Director Pete McAteer discusses what you should do after you've identified any gaps in your clearing platform needs, including a discussion of the selection and implementation processes.

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