Loffa Interactive is currently working with several industry firms to develop an automated solution for SEC Rule 17a-13 regarding quarterly confirm statements. The Quarterly Broker Statement™ (QBS™) solution will be designed to allow Broker/Dealers and Custodians to seamlessly address the current manually-intensive verification of open trades. The new system will allow participants to electronically verify, and confirm on a quarterly basis, all open trades and fail details.
Please contact Loffa Interactive today at Info@LoffaCorp.com or 1-866-My Loffa (695-6332) if you would like to schedule a 20 minute QBS™ webinar demonstration.
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