With the shrinking number of FCMs, it might seem a CTA has little choice, or in some cases, too many. Either way, you need to know the questions to ask, and if you’re not happy with the answers, move on. more »
Any CTA with managed accounts knows that one of the most time-consuming aspects of the job is reconciling your books and records with those of your clearing brokers. TheBooks reconciler automates this task by automatically extracting the data, converting it to your format, presenting the differences, and keeping track of corrections. more »