C5 Fintech Solutions provides the critical elements of Commissions Management, Compliance Management, Imaging and E-signatures, Customer Data Aggregation for administrative purposes, Continuity Planning training and Consulting Solutions to assist the Broker Dealer and the BD's Representatives. We are here to help our clients develop a “technology implementation timeline” that fits their budget, staff, field force, business mix and workload distribution through our mobile solutions. Learn about the robust powerhouses we have built to get this done when you explore our Subscriptions.
For the SEC's Form CRS, every BD and RIA must develop and deliver a Customer Relationship Summary by June 30, 2020. Avoid expensive rework and re-mailing. Have your mailing addresses validated for accuracy.
We enjoyed a successful Meeting with several clients about Reg BI and Form CRS and how Techmate can help our clients. We have enjoyed meeting two times already and more meetings will be planned. Get the notes when you click on more.
It is our tradition to host an annual meeting in Colorado for our clients called the "User Group" All of our clients are invited to attend to not only learn about updates forthcoming for our Subscriptions, but also to make requests to be included in our next release.
Our offerings are structured to “play nice” with other technologies in place. Of course, we are cooperative and compatible with complementary technologies, such as CRMs, portfolio management systems, Laserapp and the like. However, we are uniquely compatible with technologies that are in direct competition with C5, such as other imaging and commission solutions. Our products stand on their own merit - no need to box clients in with limitations.