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GoldenBasis, Inc.
GoldenBasis, Inc.
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Wealth Management Solutions
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Accounting
Asset Management Solutions
Clearing & Settlement
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Wealth Management Solutions
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About
2024
305 Sherrod Park Ln, Summerville, SC 29486-5456, USA
GoldenBasis, Inc.
Customer account transfers reimagined
GoldenBasis is a new way for clearing firms, wealth management firms, and private banks to automate and manage customer account transfers (ACATS) from start to finish. We offer 3 main components:
- A Transfer Command Center for your ops team to handle exceptions that can embed within your existing ops platform and maximize straight through processing.
- A powerful set of APIs that allow GoldenBasis to connect with the DTCC and all of your existing back-office systems for complete customization.
- Pilot programs, custom development, and consulting to ensure meaningful ROI with downside protection.
Learn more at www.goldenbasis.com.
Customer account transfers reimagined
GoldenBasis is a new way for clearing firms, wealth management firms, and private banks to automate and manage customer account transfers (ACATS) from start to finish. We offer 3 main components:
- A Transfer Command Center for your ops team to handle exceptions that can embed within your existing ops platform and maximize straight through processing.
- A powerful set of APIs that allow GoldenBasis to connect with the DTCC and all of your existing back-office systems for complete customization.
- Pilot programs, custom development, and consulting to ensure meaningful ROI with downside protection.
Learn more at www.goldenbasis.com.
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305 Sherrod Park Ln, Summerville, SC 29486-5456, USA
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