Brokers and Intermediary Financial Institutions need proper tools to manage their clients’ databases and provide safe and consistent brokerage solutions. Gaia Broker facilitates both of these tasks by focusing on specific functionalities:
- Compliance of individual accounts to regulatory requirements.
- Clear accounting rules.
- Customizable historical valuation reports.
- Management of brokerage and custody fees.
- Secure flows through Swift payments.
In addition to these services, Omega Financial Solutions’ team offers on demand interfacing solutions with existing systems allowing Gaia Broker to be the central platform run by Brokerage firms.