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  Broker Dealers
  • Web-based U4 application - registered representatives apply from anywhere with internet access 24/7.
  • Forms automation and management - your proprietary and insurance company forms are digitized and automated and can be completed by applicants via the Internet.
  • Repetitive questions are automatically populated into all forms (name, address, etc.).
  • Digital signature provides submission 24/7 from any location with internet access.
  • BD staff can view and route forms to other recruiters or locations.
  • Order and receive background screening reports through nomoreforms™.
  • Robust and powerful reporting and tracking tool
  • Upload applicant data into your proprietary systems without data entry.
  • Maintenance free ASP solution, no hardware to support- no updates to apply
  • Soon-to-be-released enhancements include interfaces with DTCC and NASD