- Experienced account management
- Cost effective online trading for Institutional clients
- Managed account administration
- Data exports and reporting
- Online client access
- Tax reporting
CQ Correspondent Partners
We are dedicated to helping Portfolio Managers fully serve their clients by delivering a broad range of products and services to successfully manage client investments.
Our sophisticated portfolio management platform has been fully integrated into our back office brokerage platform - allowing our institutional customers to easily and effectively manage and maintain multiple accounts with limited effort.