Home Companies GoldenBasis, Inc.

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Technology/Software & Services
Consulting

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Clearing & Settlement
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Year Founded

2024

Headquarters

305 Sherrod Park Ln, Summerville, SC 29486-5456, USA

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GoldenBasis, Inc.

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Effortlessly Streamline Customer Account Transfers with Cutting-Edge API Technology

Situated in the Investment & Securities industry, this company revolutionizes customer account transfers by integrating cutting-edge technology to streamline operations, enhance client satisfaction, and foster revenue growth. The firm's robust API platform, coupled with webhooks, enables seamless programmatic processing of transfers across all asset classes. Their comprehensive documentation, SDKs, and dedicated hands-on support facilitate easy integration into existing books and records systems. This meticulous approach ensures a smooth and secure data flow, from the initial test environment to handling live transfers, with rigorous testing at each step to guarantee optimum performance. Over time, the firm automates an increasing number of live transfers, significantly improving client experiences, lowering operational costs, and mitigating regulatory risks.

The company’s platform simplifies the transfer process for clients, allowing new customers to upload account statements from their current brokerages. Advanced AI technology extracts and validates information, reducing errors and confusion. Clients benefit from real-time transfer tracking, which keeps them informed and reduces support inquiries, thus enhancing the overall experience. Designed specifically for self-clearing and correspondent clearing firms that are DTCC members, the platform offers high customization to meet the unique needs of each clearing firm. It provides a powerful set of APIs and an intuitive portal that serves as a command center for managing all aspects of customer account transfers, ensuring a tailored view and control for both the clearing firm and any correspondents involved.

Effortlessly Streamline Customer Account Transfers with Cutting-Edge API Technology

Situated in the Investment & Securities industry, this company revolutionizes customer account transfers by integrating cutting-edge technology to streamline operations, enhance client satisfaction, and foster revenue growth. The firm's robust API platform, coupled with webhooks, enables seamless programmatic processing of transfers across all asset classes. Their comprehensive documentation, SDKs, and dedicated hands-on support facilitate easy integration into existing books and records systems. This meticulous approach ensures a smooth and secure data flow, from the initial test environment to handling live transfers, with rigorous testing at each step to guarantee optimum performance. Over time, the firm automates an increasing number of live transfers, significantly improving client experiences, lowering operational costs, and mitigating regulatory risks.

The company’s platform simplifies the transfer process for clients, allowing new customers to upload account statements from their current brokerages. Advanced AI technology extracts and validates information, reducing errors and confusion. Clients benefit from real-time transfer tracking, which keeps them informed and reduces support inquiries, thus enhancing the overall experience. Designed specifically for self-clearing and correspondent clearing firms that are DTCC members, the platform offers high customization to meet the unique needs of each clearing firm. It provides a powerful set of APIs and an intuitive portal that serves as a command center for managing all aspects of customer account transfers, ensuring a tailored view and control for both the clearing firm and any correspondents involved.

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Headquarters

305 Sherrod Park Ln, Summerville, SC 29486-5456, USA