From up-to-the-minute research to electronically transmitted financial transactions and online availability of commission statements and production reports, KCD has modernized the way business is processed. As a result, our reps spend less time with back-office operations and more valuable time servicing clients and building their business.
KCD utilizes comprehensive back-office technology, customized specifically for our needs, to process your business from initial order entry through commission payment. This efficient system ensures accuracy and speed in processing your transactions, without slowing you down with unnecessary red tape.
Our clearing firm provides you with the software to set up your own broker station, free of charge. With this technology, you can fully manage your securities trading business including online order placement for mutual funds, equities or options, and review transactions in client accounts (redemptions, dividend payments, deposits, etc.). Our home office also provides training and support for securities transactions and offers clearing assistance where you need it.
We offer supplemental educational programs to provide cross over training for securities and insurance oriented representatives to expand your knowledge and expertise.
INVESTMENT ADVISORY SERVICES
KCD is a licensed registered investment adviser. If you are properly licensed, you can provide investment advisory services through KCD.
KCD has secured preferred contracts with major insurance carriers who can assist you with advanced insurance sales support.
KCD services registered representatives in financial institutions which allows them to maintain the visibility and functionality of a financial institution, while increasing the services and products they provide to clients.
At www.kcdfinancial.com you will have access to the latest company news, compliance issues, product updates, and direct links to vendors and product information.