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About

Clearing & Settlement

Post-Trade Processing

Artificial Intelligence & Machine Learning

Contacts

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Year Founded

2024

Headquarters

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

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Grant Ackerman

GoldenBasis, Inc.

Chief Executive Officer

Andrew Wang

GoldenBasis, Inc.

Chief Technology Officer

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Headquarters

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

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