Clearview Correspondent Services

Clearview Operations helps our clients "Win in '10...and beyond" »
May 1, 2010 - Clearview announced today several changes in the organizational structure of its clearing operations group that are designed to help our clients "win in '10...and beyond". Roy Leslie is the Chief Operating Officer and leads four groups in operations, including 1)Account Services, 2)Core Operations, 3)Client Services, and 4)Operations Control. Bill Robbins, President & CEO remarks, "These changes position Clearview to continue to build on our success by helping the local and regional firms we support provide the highest quality service to their retail and institutional clients."

Introducing Clearview Service Requests »
April 26, 2010 - Clearview introduces automated service requests to support our correspondents' ability to streamline operations functions including asset movements, account updates, ACAT transfers, among others. Clearview service requests provide a user friendly interface and flexible business rules and workflow that allow our correspondents to spend less time on processing and following up on routine clearing functions, and more time helping their clients achieve financial success and security.

Unified Managed Account Program now available to Clearview Correspondents »
March 8, 2010 - Clearview Correspondent Services, LLC, a division of BB&T Corporation, today announced the rollout of its Unified Managed Account Program (UMAP). The Clearview UMAP is an open architecture platform that allows our local and regional firm clients to implement an investment strategy that combines separate account managers, mutual funds, and ETFs, in one brokerage account. In addition to our universe of research-approved investment managers, correspondent firms can use the UMAP platform to manage their own proprietary investment management program including proposal generation, asset allocation, model management, rebalancing, trading and allocation, performance reporting, and billing.

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