Your company’s reputation is valuable.
Let us help you protect it.
TradesafeCRM can help you to:
· Manage Risk
· Increase Efficiency
· Maintain Client Records
· Simplify Reporting
The day I walked into my first trading room was one of the most exciting in my life. Back then information came through on a centrally placed fourteen-inch black box; our only connection to the currency and metals markets. It became clear to me then that technology was one of the most important tools I had at my disposal. Without it I would have been incapable of doing my job well and providing my clients with the best possible service.
For over 25 years I have been working in Foreign Exchange and Precious Metals (14 of them as a business owner) and the story hasn’t changed. Businesses require technological support and innovation in order to be successful. As a business owner I could not find a product tailored to meet my needs or flexible enough to adapt to them. I wanted automated and user-friendly software that synchronized our client records, compliance tools, and trading systems.
The opportunity was evident. As a result, Guardian Information Solutions was formed to develop a package robust enough to satisfy the needs of businesses who were faced with the same issues I had faced. We invested in a team who already possessed decades of experience working in foreign exchanges and financial institutions as tellers, traders, settlement officers, and compliance specialists. The end product is TradesafeCRM; a comprehensive software suite which we are excited to share with you.
When our clients visit our offices they all say the same thing. “We love what you have done. Can it work for our business?” The answer is yes.
My promise to you is that TradesafeCRM will simplify how you run your business. No more hours spent duplicating data and keying in manual reports. You can refocus your energy back to where it belongs: managing your business, client relations, and trading.
Every choice is strategic and your choice in technology can make all the difference.