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GoldenBasis, Inc.
GoldenBasis, Inc.
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Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
Technology/Software & Services
Wealth Management Solutions
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Accounting
Asset Management Solutions
Clearing & Settlement
Communications & Marketing
Consulting
Insurance
Legal
Other
Professional Services
Research
Risk & Compliance
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Wealth Management Solutions
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About
2024
305 Sherrod Park Ln, Summerville, SC 29486-5456, USA
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.
Contacts (2)
Grant Ackerman
GoldenBasis, Inc.
Chief Executive Officer
Andrew Wang
GoldenBasis, Inc.
Chief Technology Officer
Locations (1)
305 Sherrod Park Ln, Summerville, SC 29486-5456, USA
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