QT Information Systems, Inc.

CDM: Customer Data Management software

The ultimate in customer service and data support

Effectively manage client reports and information with CDM, QT’s Customer Data Management software.

With CDM, view a complete archive of your client’s daily equity runs, prelims, monthly statements and more. Salesmen and brokers can easily access a multitude of both daily and monthly client reports in this user-friendly software system, providing clients with complete and efficient data support.

CDM also gives your clients access to their own personal statements and trading reports. With a username and password, clients can log in to view information on their trading account and activity, giving them the option to view their most recent daily statements, or allowing them to select the calendar function and choose past reports by date. As the account manager, brokers can alter his settings to determine which reports his clients can view.

Viewable Reports

The following client reports are automatically viewable on CDM. Brokers can customize his personal settings to add or delete reports from this list.

• Daily Statement
• Intra-Day Prelim
• End-Of-Day Prelim
• Margin Call Outstanding
• Total Equity Runs
• Collateral listing

The ultimate in customer service and data support. CDM is an essential tool for FCMs and Introducing Brokers who service the customer marketplace.