Webinar Videos

Video series

Moving to Self-Clearing

A four-part video series on the regulatory work your clearing firm used to do: Conversion Day, The Letter of Free Funds, Prime Brokerage Forms, and Your First Quarter-End. Each part runs about six minutes, and all four are out now.

Watch the series →

Automated Isn't Free. It's Unpriced.

Many firms call their spreadsheet-and-email verification process "automated" and assume it is free. This explainer shows where the real cost hides, in IT, operations, compliance, and legal, and above all during audits, and how FVD, QBS, and PBIN bring the work back into one system of record. Read the companion post.

Conference Video

QBS Webinar Demo

FVD-S Webinar Demo

FVD Explanation