CRD360
CRD360 is your "single point solution" online data management system that cuts time, effort and paperwork from your Registered Rep process, while providing you with an efficient and invaluable management tool. With CRD360, you can automate NASD filings and notifications, easily retrieve/post data, track Rep status, and analyze information on the status of your Reps. CRD's main feature is a central database that is constantly updated by using interfaces with your firm's information systems and the NASD's Web CRD. CRD360's "single point solutions" include:
- Automatic Filings (Form U-4 and Form U-5)
- Exception-based Tracking
- Web EFT
- Automatic Notififcations
- Standard and Customized Reports on Demand
- Firm-specific Requirements
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