Expertise and mission

OTCMARKETPRO has been on the forefront of accounting in financial services and management software solutions; thus, we aim to optimize all of your accounting needs with innovative technological solutions. To do so, we have incorporated front-middle-back programs and applications that become the tools surrounding the complex securities of the stock market. In addition, we also strive to ensure that the software keeps you in perfect alignment with the regulations and standards of the industry.

Established in 1991, we, at OTCMARKETPRO Software Inc., have been the forerunners in trading software, assisting a wealth of investment-related endeavors, such as liability, risk mitigation, reporting, thorough analysis, collateral management, derivative accounting and client confidentiality
and safety – to name a few. Moreover, our innovative systems have allowed for increased yields from investment portfolios, making it an effective addition to the financial services industry.

We have designed a product offering with specific industries in mind; thus, our software services are designed for the following market segments:

  • Banks & Trusts
  • Bankers Banks
  • Thrifts
  • Credit Unions
  • Broker/Dealers
  • Investment Management
  • Capital Markets
  • REITs
  • Public Utilities

Mission

When it comes to investments and their accounting management systems, there are two criteria that ensure success. Firstly, price plays a crucial role, as every business needs a system that aligns with budgetary plans. Secondly, value is delivered through high-quality tools that are necessary for investment management accounting. We also offer our clients on-going support and an effective system implementation.

At OTCMARKETPRO, we strive to make the world of investment software as simple as possible; thus, we have entered the market with the goal of offering effective software platforms that aid in the management of complicated securities of the stock market. In addition, we also aid our clients in
their compliance endeavors and use products that fit in well with industry generic software such as Microsoft. Thus, such integration and on-going support enables the following:

  • Strengthen the accuracy of their accounting and reporting
  • Integrate their various systems to share data
  • Increase decision support capability

Technology

Our product offering has been designed with simplicity in mind; therefore, we use industry-standard .Net, SQL and SQL server programs.

For Your Auditors …

We offer yearly official SOC 2 Type 2 that is undertaken by an external accounting firm.