Financial Database Services
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
- With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust... Read More
- The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
- UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the...
Products by Financial Database Services
iCON
Icon is a enterprise-wide Business Intelligence & Reporting solution. This powerful BI tool provides easy navigation through critical data elements of your business. Icon is a web-based reporting solution which utilizes a SOAS archtecture and modern protocols to generate reports from any mutiple... Read more
