A production CRM, clearing connectivity, managed telephony with compliant recording, and a maintained security posture.
A production CRM tracking accounts, activity, and client communications in one place.
System-to-system data flow between Allendale and the clearing FCM — daily report feeds, account and office-code sync, and order/trade data.
Managed telephony with compliant call recording and archiving across lines.
A maintained security posture — access controls, monitoring, and the upkeep solo practices rarely have time for.
Modern clients expect modern systems, and regulators expect records. Building and maintaining that alone is costly and constant — here it's already running.
See how the partnership paths put Allendale's technology platform to work for you.
Explore the Partnership paths
The introducing broker's partner for what comes next — backed by infrastructure since 1984.
800-262-7538
contact@allendale-inc.com
227 W. Judd St.
Woodstock, IL 60098
Cleared through StoneX & Associates / StoneX. Member NFA.
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