Client Solutions is a major part of the PGM business model. When you become a PGM client, you have a dedicated representative who understands your objectives. We specialize in the following services to develop customized, innovative solutions to assist you.
- Single point of contact
- Streamlined coordination for new account setups
- Top-day and T+1 trade reconciliation
- Coordination with balancing offices, executing firms and authorized third-parties
- Daily transmission maintenance with FCM
- Third-party set-ups and authorization, including multiple transmission
- FTP setup for daily account data
- Account data files
- Including: Positions, Purchase and Sales, Cash Activity, Balance, Margin and Trades
- Delivery and option exercise/assignment notification
- Currency conversions with FCM
- Cash Transaction assistance
For more information on PGM’s client solutions, please contact us.