David Wickersham, CEO and President The Leaders Group
"Broker/Dealer back office systems are not all that easy to find. Techmate has brought a unique group of skills and experience together to produce a topnotch system. They know the business, they know systems and we receive good service."
Ron Chapon, Vice President CNA Investor Services
"With Operations Plus we have a system that works. When we do need assistance, Techmate has knowledgable people to call for help."
Mark Hugo, Vice President Main Street Management
"In our transition to Operations Plus we converted ten commission cycles of data with 8,000 trades each cycle. The system stands up to the volume. I like the features, it is easy to use and easy to learn."
Dave Paulson Eagle One Investments, LLC
"Getting a new Broker/Dealer up and running requires attention to a lot of details both large and small. Having worked with Operations Plus since 1989 at another Broker/Dealer, I can entrust the majority of the system details to Operations Plus and focus my attention on recruiting and generating business."
David Schofield FMN Capital Corporation
"We have a high volume of business coming from a small number of rep. Operations Plus lets us load the majority of our mutual fund business directly from mutual fund originated data. The result is that we process a lot of business with minimal manual data entry."
"As a consultant, I can analyze a Broker/Dealer's situations and make recommendations for change but I cannot stay and do the day-to-day work for their operations staff. Operations Plus gives me a framework for systematic training of the Broker/Dealer's staff and a framework for ongoing operational procedures. Uniformly trained staff and set procedures are crucial to building long-term operational efficiency into any independent Broker/Dealer."
Pete Lee American Classic Securities, Inc.
"The system is easy to use, the support from Techmate is excellent, and the report output is easy to read. The ability to load mutual fund commission data directly from diskette, immediately reconcile it to the printed statement and move it on for commission processing is one of my favorite attributes of the system."
Michael J. Depol Nationwide Planning Associates, Inc.
"After being in the investment business for eight years I have realized that Operations Plus is the best investment I have ever made. I purchased the system outright when we only had three reps. Since then we have grown tremendously, and the system allows me to compete with the largest Broker/Dealers. MY reps are confident that I can serve them and I am confident that Operations Plus will continue to give me superior service for a long time to come."
