Invite Supplier
Invite Supplier
Invite Supplier
Possible Duplicates
Available Companies
Select which of your Suppliers you wish to view/edit.
GoldenBasis, Inc.
GoldenBasis, Inc.
Products
Name
Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Expertise *
13
Accounting
10
Accounting Software
Auditing
Bookkeeping
Business Valuation
Business Valuation
Show More (5)
Financial Planning
Financial Reporting
Forensic Accounting
Payroll
Tax
Show Less (5)
Asset Management Solutions
10
Asset Allocation
Custodial
Fund Administration
Investment Research
Investment Research
Show More (5)
Investment Strategies
Performance Analytics
Portfolio Management
Risk Management
Trading Platforms
Show Less (5)
Clearing & Settlement
10
Central Securities Depositories
Collateral Management
Derivatives Clearing
Netting
Post-Trade Processing
Show More (5)
Reconciliation
Securities Lending
Securities Lending
Settlement
Trade Matching
Show Less (5)
Communications & Marketing
10
Advertising
Advertising
Branding
Content Creation
Corporate Communications
Show More (5)
Event Planning
Investor Relations
Market Research
Public Relations
Social Media Management
Show Less (5)
Consulting
10
Business Process Optimization
Business Process Optimization
Change Management
Compliance Consulting
Financial Advisory
Show More (5)
Human Resources Consulting
Operations Consulting
Risk Management Consulting
Strategy Consulting
Technology Consulting
Show Less (5)
Insurance
10
Business Interruption Insurance
Cyber Liability Insurance
Directors & Officers Liability Insurance
Employee Benefits
Errors & Omissions Insurance
Show More (5)
Health Insurance
Insurance Companies
Life Insurance
Property & Casualty Insurance
Risk Management Services
Show Less (5)
Legal
10
Contract Drafting & Review
Corporate Law
Dispute Resolution
Intellectual Property
Legal Research
Show More (5)
Legal Research
Litigation Support
Mergers & Acquisitions
Regulatory Compliance
Securities Law
Show Less (5)
Other
10
Conference & Event Organizers
Educational Institutions
Freelance Professionals
Government Agencies
Industry Associations
Show More (5)
International Organizations
Media & Publications
Non-Profit Organizations
Other
Regulatory Bodies
Show Less (5)
Professional Services
10
Business Process Management
Customer Support
Executive Coaching
Facilities Management
Facilities Management
Show More (5)
Outsourcing
Project Management
Quality Assurance
Staffing & Recruiting
Training & Development
Show Less (5)
Research
8
Company Profiles
Data Analytics
Data Analytics
Economic Research
Financial Research
Show More (3)
Industry Analysis
Qualitative Analysis
Quantitative Analysis
Show Less (3)
Risk & Compliance
9
Anti-Money Laundering (AML)
Compliance Training
Compliance Training
Credit Risk Management
Cybersecurity
Show More (4)
Fraud Detection
Know Your Customer (KYC)
Market Risk Management
Operational Risk Management
Show Less (4)
Technology/Software & Services
14
Artificial Intelligence & Machine Learning
Blockchain Technology
Cloud Computing
Compliance Software
Customer Relationship Management (CRM)
Show More (9)
Cybersecurity Solutions
Data Management
IT Infrastructure
IT Support & Maintenance
Portfolio Management Software
Risk Analytics
Risk Analytics
Software Development
System Integration
Show Less (9)
Wealth Management Solutions
9
Estate Planning
Family Office
Investment Management
Philanthropic Advisory
Retirement Planning
Show More (4)
Tax Planning
Trust
Wealth Transfer Strategies
Wealth Transfer Strategies
Show Less (4)
Industry Categories *
13
Accounting
9
Accounting Software
Auditing Services
Bookkeeping Services
Business Valuation
Financial Planning
Show More (4)
Financial Reporting
Forensic Accounting
Payroll Services
Tax Services
Show Less (4)
Asset Management Solutions
9
Asset Allocation
Custodial Services
Fund Administration
Investment Research
Investment Strategies
Show More (4)
Performance Analytics
Portfolio Management
Risk Management
Trading Platforms
Show Less (4)
Clearing & Settlement
9
Central Securities Depositories
Collateral Management
Derivatives Clearing
Netting Services
Post-Trade Processing
Show More (4)
Reconciliation
Securities Lending
Settlement Services
Trade Matching
Show Less (4)
Communications & Marketing
9
Advertising
Branding Services
Content Creation
Corporate Communications
Event Planning
Show More (4)
Investor Relations
Market Research
Public Relations
Social Media Management
Show Less (4)
Consulting
9
Business Process Optimization
Change Management
Compliance Consulting
Financial Advisory
Human Resources Consulting
Show More (4)
Operations Consulting
Risk Management Consulting
Strategy Consulting
Technology Consulting
Show Less (4)
Insurance
9
Business Interruption Insurance
Cyber Liability Insurance
Directors & Officers Liability Insurance
Employee Benefits
Errors & Omissions Insurance
Show More (4)
Health Insurance
Life Insurance
Property & Casualty Insurance
Risk Management Services
Show Less (4)
Legal
9
Contract Drafting & Review
Corporate Law
Dispute Resolution
Intellectual Property
Legal Research
Show More (4)
Litigation Support
Mergers & Acquisitions
Regulatory Compliance
Securities Law
Show Less (4)
Other
9
Conference & Event Organizers
Educational Institutions
Freelance Professionals
Government Agencies
Industry Associations
Show More (4)
International Organizations
Media & Publications
Non-Profit Organizations
Regulatory Bodies
Show Less (4)
Professional Services
9
Business Process Management
Customer Support
Executive Coaching
Facilities Management
Outsourcing Services
Show More (4)
Project Management
Quality Assurance
Staffing & Recruiting
Training & Development
Show Less (4)
Research
7
Company Profiles
Data Analytics
Economic Research
Financial Research
Industry Analysis
Show More (2)
Qualitative Analysis
Quantitative Analysis
Show Less (2)
Risk & Compliance
8
Anti-Money Laundering (AML)
Compliance Training
Credit Risk Management
Cybersecurity
Fraud Detection
Show More (3)
Know Your Customer (KYC)
Market Risk Management
Operational Risk Management
Show Less (3)
Technology/Software & Services
13
Artificial Intelligence & Machine Learning
Blockchain Technology
Cloud Computing
Compliance Software
Customer Relationship Management (CRM)
Show More (8)
Cybersecurity Solutions
Data Management
IT Infrastructure
IT Support & Maintenance
Portfolio Management Software
Risk Analytics
Software Development
System Integration
Show Less (8)
Wealth Management Solutions
8
Estate Planning
Family Office Services
Investment Management
Philanthropic Advisory
Retirement Planning
Show More (3)
Tax Planning
Trust Services
Wealth Transfer Strategies
Show Less (3)
Product Site Link
Product Brochure Link
Email address for this product:
Phone Number:
Scheduler/Book Appointment URL: (e.g. https://calendly.com/)
Update primary listing to with the above contact information
Overview
0/200 chars
Description
Product Logo (200px X 200px)
Upload a square image that is approx. 200 x 200 px in size.
Crop Image
Projects
1
3
Project Name
Description
Project Logo (200px X 200px)
Upload a square image that is approx. 200 x 200 px in size.
3
3
Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Expertise *
13
Accounting
10
Accounting Software
Auditing
Bookkeeping
Business Valuation
Business Valuation
Show More (5)
Financial Planning
Financial Reporting
Forensic Accounting
Payroll
Tax
Show Less (5)
Asset Management Solutions
10
Asset Allocation
Custodial
Fund Administration
Investment Research
Investment Research
Show More (5)
Investment Strategies
Performance Analytics
Portfolio Management
Risk Management
Trading Platforms
Show Less (5)
Clearing & Settlement
10
Central Securities Depositories
Collateral Management
Derivatives Clearing
Netting
Post-Trade Processing
Show More (5)
Reconciliation
Securities Lending
Securities Lending
Settlement
Trade Matching
Show Less (5)
Communications & Marketing
10
Advertising
Advertising
Branding
Content Creation
Corporate Communications
Show More (5)
Event Planning
Investor Relations
Market Research
Public Relations
Social Media Management
Show Less (5)
Consulting
10
Business Process Optimization
Business Process Optimization
Change Management
Compliance Consulting
Financial Advisory
Show More (5)
Human Resources Consulting
Operations Consulting
Risk Management Consulting
Strategy Consulting
Technology Consulting
Show Less (5)
Insurance
10
Business Interruption Insurance
Cyber Liability Insurance
Directors & Officers Liability Insurance
Employee Benefits
Errors & Omissions Insurance
Show More (5)
Health Insurance
Insurance Companies
Life Insurance
Property & Casualty Insurance
Risk Management Services
Show Less (5)
Legal
10
Contract Drafting & Review
Corporate Law
Dispute Resolution
Intellectual Property
Legal Research
Show More (5)
Legal Research
Litigation Support
Mergers & Acquisitions
Regulatory Compliance
Securities Law
Show Less (5)
Other
10
Conference & Event Organizers
Educational Institutions
Freelance Professionals
Government Agencies
Industry Associations
Show More (5)
International Organizations
Media & Publications
Non-Profit Organizations
Other
Regulatory Bodies
Show Less (5)
Professional Services
10
Business Process Management
Customer Support
Executive Coaching
Facilities Management
Facilities Management
Show More (5)
Outsourcing
Project Management
Quality Assurance
Staffing & Recruiting
Training & Development
Show Less (5)
Research
8
Company Profiles
Data Analytics
Data Analytics
Economic Research
Financial Research
Show More (3)
Industry Analysis
Qualitative Analysis
Quantitative Analysis
Show Less (3)
Risk & Compliance
9
Anti-Money Laundering (AML)
Compliance Training
Compliance Training
Credit Risk Management
Cybersecurity
Show More (4)
Fraud Detection
Know Your Customer (KYC)
Market Risk Management
Operational Risk Management
Show Less (4)
Technology/Software & Services
14
Artificial Intelligence & Machine Learning
Blockchain Technology
Cloud Computing
Compliance Software
Customer Relationship Management (CRM)
Show More (9)
Cybersecurity Solutions
Data Management
IT Infrastructure
IT Support & Maintenance
Portfolio Management Software
Risk Analytics
Risk Analytics
Software Development
System Integration
Show Less (9)
Wealth Management Solutions
9
Estate Planning
Family Office
Investment Management
Philanthropic Advisory
Retirement Planning
Show More (4)
Tax Planning
Trust
Wealth Transfer Strategies
Wealth Transfer Strategies
Show Less (4)
Industry Categories *
13
Accounting
9
Accounting Software
Auditing Services
Bookkeeping Services
Business Valuation
Financial Planning
Show More (4)
Financial Reporting
Forensic Accounting
Payroll Services
Tax Services
Show Less (4)
Asset Management Solutions
9
Asset Allocation
Custodial Services
Fund Administration
Investment Research
Investment Strategies
Show More (4)
Performance Analytics
Portfolio Management
Risk Management
Trading Platforms
Show Less (4)
Clearing & Settlement
9
Central Securities Depositories
Collateral Management
Derivatives Clearing
Netting Services
Post-Trade Processing
Show More (4)
Reconciliation
Securities Lending
Settlement Services
Trade Matching
Show Less (4)
Communications & Marketing
9
Advertising
Branding Services
Content Creation
Corporate Communications
Event Planning
Show More (4)
Investor Relations
Market Research
Public Relations
Social Media Management
Show Less (4)
Consulting
9
Business Process Optimization
Change Management
Compliance Consulting
Financial Advisory
Human Resources Consulting
Show More (4)
Operations Consulting
Risk Management Consulting
Strategy Consulting
Technology Consulting
Show Less (4)
Insurance
9
Business Interruption Insurance
Cyber Liability Insurance
Directors & Officers Liability Insurance
Employee Benefits
Errors & Omissions Insurance
Show More (4)
Health Insurance
Life Insurance
Property & Casualty Insurance
Risk Management Services
Show Less (4)
Legal
9
Contract Drafting & Review
Corporate Law
Dispute Resolution
Intellectual Property
Legal Research
Show More (4)
Litigation Support
Mergers & Acquisitions
Regulatory Compliance
Securities Law
Show Less (4)
Other
9
Conference & Event Organizers
Educational Institutions
Freelance Professionals
Government Agencies
Industry Associations
Show More (4)
International Organizations
Media & Publications
Non-Profit Organizations
Regulatory Bodies
Show Less (4)
Professional Services
9
Business Process Management
Customer Support
Executive Coaching
Facilities Management
Outsourcing Services
Show More (4)
Project Management
Quality Assurance
Staffing & Recruiting
Training & Development
Show Less (4)
Research
7
Company Profiles
Data Analytics
Economic Research
Financial Research
Industry Analysis
Show More (2)
Qualitative Analysis
Quantitative Analysis
Show Less (2)
Risk & Compliance
8
Anti-Money Laundering (AML)
Compliance Training
Credit Risk Management
Cybersecurity
Fraud Detection
Show More (3)
Know Your Customer (KYC)
Market Risk Management
Operational Risk Management
Show Less (3)
Technology/Software & Services
13
Artificial Intelligence & Machine Learning
Blockchain Technology
Cloud Computing
Compliance Software
Customer Relationship Management (CRM)
Show More (8)
Cybersecurity Solutions
Data Management
IT Infrastructure
IT Support & Maintenance
Portfolio Management Software
Risk Analytics
Software Development
System Integration
Show Less (8)
Wealth Management Solutions
8
Estate Planning
Family Office Services
Investment Management
Philanthropic Advisory
Retirement Planning
Show More (3)
Tax Planning
Trust Services
Wealth Transfer Strategies
Show Less (3)
2
3
Select multiple images
Crop Image
Add Image Caption
Crop Image
Add new card
Change Featured Content Owner
Crop Image
Crop Image
Overview
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.
Show More
Contacts
Grant Ackerman
GoldenBasis, Inc.
Chief Executive Officer
Share via
