“Our fixed income desk has been overly pleased with CD Funding’s Order Entry System.  It has allowed our team to process more trades in significantly less time, and having the ability to view submitted orders significantly aids in the management of order flow throughout the month,” says Tom McCarthy, Manager, Fixed Income Trade Desk at CFS.  “CD Funding was able to customize the system to accommodate our firm’s specific needs allowing us to roll the application out to all of our advisors.  We anticipate further time savings, error reduction, and better tracking with the new system.”

TOM MCCARTHY
MANAGER, FIXED INCOME TRADE DESK

CUSO FINANCIAL SERVICES
CLIENT SINCE 01/2013