Financial Database Services

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9560 Waples Street
San Diego, CA 92121-2952
About Financial Database Services
  • Financial Database Services is a respected leader in providing innovative front and back office automation tools to the financial services industry. The CAESAR Enterprise Solution is a comprehensive product line designed to meet the day-to-day operational needs of the Broker/Dealer community. CAESAR automates various aspects of Broker/Dealer operations, such as client account maintenance, transaction processing, commission accounting and compliance review. Interfaces to numerous third party sources, such as clearing firms, the NSCC and DST consolidate all lines of business in one database for enhanced management reporting. CAESAR Registrar guides representatives through an on-line wizard to complete their U4, all their necessary Broker/Dealer forms, and their annual compliance questionnaire. Field CAESAR provides reps with powerful technology over the Internet so they can view detailed information on their clients, transactions and commissions. Whether you are looking for automated compliance solutions, robust commission accounting capabilities, or field tools for your representatives… All Roads Lead to CAESAR!
Competitors of Financial Database Services
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    Advisor Software, Inc. is a leading provider of advice solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to...
  • Eagle Investment Systems LLC

    Eagle Investment Systems LLC enables financial Institutions to grow their assets by creating operational efficiencies and delivering award-winning solutions for data management, investment accounting, and performance measurement and attribution, supported by an unparalleled level of service....
Products by Financial Database Services
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