Automated daily statements, margin monitoring and calls, reconciliation, and client-ready reporting through StoneX.
Automated daily statements and client-ready reporting, generated and delivered for you.
Daily margin monitoring and margin calls, handled by the operations team.
Account reconciliation against the clearing firm, so the numbers always tie out.
Onboarding, account maintenance, and the day-to-day operational work that keeps clients served.
A missed statement or margin call is a real problem. A dedicated operations team runs this every trading day, so you don't have to.
See how the partnership paths put Allendale's operations team to work for you.
Explore the Partnership paths