In addition to our platforms, you will benefit from a dedicated partnership with Nexa Technologies. In order to minimize problems and meet your deadlines, we will assist you throughout the process of installing our platforms and integrating them with your current systems.

It's as easy as...
All of our solutions are designed to be quickly and easily integrated with your financial services systems. Here’s a summary of the steps required to launch a direct access brokerage service:

Consult your local self-regulatory organization (Don’t know where to find it? Look on the International Organization of Securities Commissions web site).

Back-office is the department in charge of the administrative management of operations traded on the financial markets. It is made up of various elements. For example: Clearing of transactions: see Penson Financial services. Trading on the floor: get your discount broker number (MPID). Refer to your SRO. Bookkeeping: use Radius.

This will serve as the framework for all of your direct access brokerage service’s activities. It is vital to choose a platform that will enable your clients to trade and allow your representatives to offer great customer service. Discover our different direct access brokerage tools. Need more information? Contact us!