GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI.
GoldenBasis revolutionizes customer account transfers for clearing firms, enhancing revenue growth, streamlining operations, and delighting clients with faster, transparent transfers.
GoldenBasis offers customized pricing plans tailored to the specific needs of clearing firms. Contact us to schedule an introduction and discuss pricing options.
Our expert team integrates seamlessly with yours, ensuring a smooth and secure flow of data. We provide hands-on support throughout the integration process, from connecting to your DTCC account to going live with confidence. Our team comes from top financial, tech, and academic institutions, backed by leading investors.
Ready to reimagine your account transfers? Schedule an intro with our founders.
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