GoldenBasis

GoldenBasisModern back-office software for brokerages

GoldenBasis modernizes back-office software for brokerages like Schwab and Fidelity, automating asset transfers with AI to reduce costs and boost revenue. Learn more.

GoldenBasis screenshot

GoldenBasis

GoldenBasis is an account transfer platform designed to help clearing firms grow revenue, streamline their operations, and delight their clients. GoldenBasis provides a modern API for automated transfer processing, APIs, and a wide range of features to simplify the account transfer process.

Product Highlights

  • Modern API: GoldenBasis offers APIs and Webhooks for complete control over account transfers.
  • Automated Transfer System: GoldenBasis automates all transfer types, including ACATS and CRBS transfers, saving time and effort.
  • Seamless Integrations: GoldenBasis easily integrates with other clearing firm systems for smooth integration.

Use Cases

  • Process Improvement: Clearing firms can streamline their operations, saving time and resources with GoldenBasis.
  • Enhanced Client Experience: GoldenBasis offers a seamless and convenient experience for clients.
  • Revenue Growth: Clearing firms can increase their profits by improving operational efficiency.

Target Audience

GoldenBasis is specifically designed for clearing firms looking to enhance their account transfer processes.

Weekly Top 10 Products