Web Based, On-Demand Client Commission Arrangements (CCA)
CecilRep makes it easy to allocate commission dollars for investment research and services
- Fast and easy setup
- Directly integrates to one or multiple brokers for your trade history and detail, commission, research, invoice payment activity and status
Optimize the productivity of your trading community
- Our Client Commission Arrangements (CCA) process lets you organize and track commission dollars and access vendor invoices
- Make payment requests easily and online using our secure process. All pending, cancelled, or completed actions are emailed and logged as reports that can be accessed anytime
- Facilitates compliance of the Securities Exchange Act Section 28(e)
- Track broker voting for both execution and research so you can quantify each trading relationship
- Keep important information organized and online, like uploaded vendor invoices, commission agreements, commission tables and account information
Get the transparency you demand
- View daily, month to date (MTD), and year-to-date (YTD) commission activity, hard vs. soft dollar ratios, invoice payment status and more
- Settle exceptions fast with your brokers by using our trade activity reports
- Reconcile each business relationship with individual trading accounts
Built on the fundamental infrastructure of the internet
- Powerful organization and intuitive search with guided refinement makes it easy to find answers fast
- Export search results to Excel, pdfs or csv from your web browser or from our user web services interface for further automation downstream
- Deployed as a web application, fully hosted on our secure Class I data center. Nothing to install
- Drill down and hyperlink to other systems like security masters or research, further enhancing productivity. Any search can be bookmarked for accessing frequently used queries
Cecilrep lets you manage payment workflow with all of your brokers, find vendor invoices and account details and vote on broker service quality, for a complete record of activity with your trading counterparts
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