Prior to installation of Securities ProStation®, our staff will work with each client to establish a plan of implementation that allows for specific customization of the system to your particular business needs. This plan includes gathering information about the way you conduct your business, contacting your clearing firm and any third party product vendors to establish file downloads and interviewing key personnel within your company to determine how the system can best help each individual user.

Upon completion of this process, we will implement a schedule of conversion of customer data files, establish a user-training schedule and set a date for system installation.

Our staff will be on-site to install the system and execute a comprehensive training schedule for all users according to our joint plan of installation. After installation and training are complete, our staff will continue to monitor the transition to the system via regular conference calls and daily discussions with system users.