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Our Firm
Customer Service
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Preferred Partners
For additional information on any of our Preferred Partners please call Dick
Thornblad at 718-931-5357 or email him at info@psrny.com.
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Data Preservation Systems provides premium, managed,
backup and storage services for business data.
DPS eliminates the tedium associated with
traditional backup solutions and replaces it with a secure, no-hassle
service. No more worries about checking backup logs, tape swapping, or
rotating media off-site. DPS handles the backup,
secure transmission, and storage of your data, freeing your
organization to focus on what it does best.
Your data is backed up automatically and stored in multiple off-site
locations using the latest, highly-secure encryption for
transmission.
In addition to being an unsurpassed primary source of data
protection, DPS services can be used as an off-site
supplement to existing backup processes.
Complete, Secure, Online Data Backup
Services:
• Regularly tested and monitored
• Fast recovery/minimal downtime
• Assists with regulatory compliance of your company's data (GLB,
SOX, HIPAA)
• Redundant, physically separate data centers
• 100% dependability
• Optional "bare-metal" backup with ability to "virtualize" your
server.
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UpTick Data Technologies automates the process of
creating commentary on investment products and financial markets
through the use of "rules based text generation" technology. UpTick
combines this proprietary technology with report building skills to
create customized, value added financial communication products.
Incorporating data from leading financial information vendors
including Morningstar and Reuters/Lipper together with client data,
UpTick's commentary and reports are used by leading advisors,
broker/dealers, investment managers and information vendors to more
easily and effectively communicate with their clients.
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Speakers Bureau
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Designed to bring you compelling, insightful, hard-hitting commentary
on the state of the wealth management community, addressing topics like
. . .
• Behavioral Finance - Why Human Beings Make Lousy Money
Managers
• The Margin of Victory - Good vs. Great: It's All In Your
Head
• Financial Advisors: the Good, the Bad and the
Ugly
Other topics include . . .
• Advanced Profiling: Identifying New Needs and
Opportunities
• Developing a Dynamic Team: Seven Steps to Successful Team
Development
• Creating and Executing Successful Marketing
Campaigns
• Household Segmentation: The "Next Step" in Client
Development
• The "Sweet" M&Ms: Marketing and Motivation
• Business Transition: Moving from Transaction to Fee-Based
Business
Presentations can also be customized to fit your specific
requirements.
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Integrated Trade Processing is a leading provider of trading technology services,
designed to enable financial institutions to automate and control, in real time,
the flow of trade information within their firms and between counterparties. ITP's
solutions enable greater product innovation, increased operational efficiency, and
lower overall costs; all delivered with the highest quality of service. Areas of
expertise include Middle Office Trade Processing, International Funds Trading and
Order Management capabilities. Today, many top-tier firms are utilizing ITP solutions
to automate and streamline their global, multi-asset class trading and post-trade
processing. Founded in 1999 and based in New York City, the ITP team includes
veterans from some of the industry's most innovative and fastest growing firms.
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LEE Training, LLC is a leading provider of sales and
management coaching, mentoring and professional development, training,
and consulting services for the financial services industry. Serving
clients in the United States and Canada, LEE Training designs and
offers customized personal & professional development programs for
new advisors, mid-career advisors, top-producing teams, branch managers
and sales support staff.
With over three decades of success and experience in the securities
industry, LEE Training has gained a thorough and intimate understanding
of what investment professionals need to accomplish their goals and
achieve personal and professional success. Thousands of advisors and
their teams have been greatly impacted by the knowledge, skills and
mentoring they received from LEE Training.
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