Trading Desk: (617)
316-5620
Commission Management Program
Pulse Trading offers clients an easy to use, web-based platform to streamline commission management programs and minimize administrative demands. Clients can check detailed trading and research credit activity on a T+1 basis and authorize soft dollar/commission share payments on-line. Home pages can be customized to reflect the most relevant data, and all data may be easily downloaded.
Administration of Third-Party Payments
Review, approve and authorize payment for bills and invoices on-line from your account. Credit balances updated continuously.
CSA Programs: Check credit balances T+1 and determine how much and when to pay broker partners on your schedule. Maintain a list of your most frequently paid brokers or choose from Pulse’s expanding CSA broker list of more than 120 firms. Easily request that new brokers be added. Clients can simultaneously send payment instructions to both the CSA broker and Pulse directly from your account on-line.
Soft-Dollar Programs: Receive automated notification of incoming invoices and view PDF copies on-line. Review bills and authorize payment with the click of a button. Also review previous invoices from your account and sort in a variety of ways including by vendor, month or amount.
Consolidated Trade Activity Reporting
Our commission management system encompasses all of Pulse’s trading platforms so that clients can review all trading and research credit activity on a simplified and consolidated basis. Trading activity from all of these sources can be consolidated into a summary report that may be accessed and printed on-line.
Pulse's CSA Broker List
Please Click HERE to download Pulse's CSA Broker List
