Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Guardian Trading operates as a division of Velocity Clearing, LLC, which directly offers clearing, margin finance, and securities locating services to its clients. This direct approach sets us apart from our competitors, who rely on third-party relationships for trade clearance, custody, and securities locating. In essence, Guardian Trading is strategically positioned to provide superior service to our clients. Since its establishment, Velocity has emerged as a top-tier provider of locate services within the active trading sector. Additionally, some regulatory bodies impose transaction fees to support their oversight of the brokerage industry, which are then passed on to customers as part of standard transaction processing. As a self-clearing FINRA Member Firm, Velocity Clearing LLC, the parent company of Guardian Trading, holds clearing house memberships at both DTC and NSCC, reinforcing our commitment to excellence and efficiency in financial services. This combination of direct service and regulatory compliance underscores our advantage in the competitive landscape.
Description
Tustena CRM represents the latest advancement in extended customer relationship management offered by the TeamSystem group. Since its market introduction in 2003, it has established itself as one of the most comprehensive and competitive CRM solutions available, benefiting from a foundation of Italian expertise, research, and know-how. Unlike the past, when competitive advantages were primarily derived from production systems, the current focus has shifted towards enhancing customer care and effectively managing business relationships and contacts. By integrating Tustena CRM into its suite of management tools, businesses can significantly enhance their customer oversight, minimize expenses, and boost profitability. The platform streamlines essential services and automations for customer base management and optimizes time and resource allocation. With Tustena CRM, tracking activities, organizing appointments, and overseeing email communications transforms into a collective effort, resulting in a remarkable decrease in the time spent searching for existing information within the company. This not only improves efficiency but also fosters a more organized approach to customer relationship management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Guardian Trading
Country
United States
Website
www.guardiantrading.com
Vendor Details
Company Name
Digita
Website
www.teamsystem.com/media/files/1546_TustenaCRM_DEP_TSSDEP204-00.pdf
Product Features
Algorithmic Trading
2-Click Trading
No
Analyst on Demand
No
Auto Fibs
No
Auto Trend Lines
No
Backtesting
No
Basket Trading
No
Drawing Tools
No
Pattern Tools
No
Stock Screener
No
Trading From Charts
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No