Dunn Loren Merrifield

Dunn Loren Merrifield (DLM)  contracted ETN.CONNECT to design and build a solution to help them organize their vast client transaction and historical data.

CHALLENGES

DLM’s way of storing client data was using paper and other non efficient electronic methods which was not in line with their corporate goals of being on the bleeding edge of providing easy, quick and brilliant solutions to their clientele.

SOLUTION

ETN.CONNECT listened and eventually deployed .CONNECT INVESTOR for Dunn Loren Merrifield. .CONNECT Investor software solution was designed to help them effectively track their client transactions on the Equity,Fixed Income as well as for Advisory Services.

With particular focus on fixed income and equity transactions, we deployed modules which addressed the following areas:

1. Account Balances and Transactions : Tracking client payments to the company as well as payouts
2. Equity and Fixed Income Transactions : Tracking trades on clients account by their brokers
3. Fee Management Calculators : Automatic fee calculators (CSCS, NSE, SEC, Contract Stamps)
4. Online client access to view accounts and transactions.

Kindly contact any of our business solutions specialists on 08031920068 & 08156697808 or visit our website www.etnconnect.com for how we can be of assistance