Streamline your operation The
back office area of any wealth management business is critical, but
costly to administer and manage. JDV offers the complete back office
solution to enable your business to focus on profitable activity through
advisors and clients. It also gives you more of your most valuable
resource… time!
Our Settlement Services are available to Broker
and Non Broker Participants and supports online broking, full service
broker clients and Wealth Management platforms.
JDV’s comprehensive
back office solution combines the following functionality:
Brokerage and
GST handling
Bookings
Provision of contract
note information
Scrip settlements
Cash Settlements (via
online banking or cheques)
Set up of new accounts
Maintenance of existing
accounts
Sponsorship
CHESS messaging
For more information on JDV’s services, please call 08 9266 0222, or email reception@jdv.com.
