BDManager is a comprehensive management information system designed for the securities industry. Because no two brokerage firms are alike, reports are customized to the exact requirements of each individual client firm. When you subscribe to our service, we thoroughly analyze your business flow and customize the application to fit your needs.
BDManager consolidates data from your clearing firms, mutual funds, insurance companies, annuities, REITs, etc. with your proprietary information to produce reporting and decision-support tools that were previously unavailable.
With BDManager, you have instant access to the reports you need to manage your firm’s broker compensation and profitability, as well as ensure your company’s compliance with legal and regulatory requirements.

  The principal segments of the system address:
  • Regulatory & Compliance
  • Broker Compensation
  • Performance & Profitability