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