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What is Tustena CRM?

Tustena CRM showcases the forefront of extended customer relationship management solutions provided by the TeamSystem group. Since its launch in 2003, it has positioned itself as one of the most thorough and competitive CRM offerings in the market, drawing on deep Italian expertise and research. The competitive landscape has evolved from a focus on production systems to an emphasis on improving customer service and managing business relationships more effectively. By incorporating Tustena CRM into their suite of management tools, organizations can greatly improve their customer monitoring, reduce costs, and increase profitability. This platform efficiently organizes vital services and automations related to customer management, optimizing both time and resource utilization. With Tustena CRM, the processes of tracking activities, scheduling appointments, and managing email communications turn into a collaborative endeavor, leading to a significant reduction in the time spent searching for information within the organization. As a result, businesses not only enhance their operational efficiency but also cultivate a more streamlined and effective approach to managing customer relationships. Ultimately, Tustena CRM represents a pivotal tool for companies aiming to thrive in a customer-centric market.

What is Guardian Trading?

Guardian Trading functions as a branch of Velocity Clearing, LLC, which provides its clients with direct services in clearing, margin financing, and securities locating. This unique direct service model distinguishes us from competitors that depend on third-party partnerships for clearance, custody, and locating securities. Consequently, Guardian Trading is well-positioned to deliver exceptional client service. Since its inception, Velocity has established itself as a leading provider of locate services in the active trading market. Moreover, regulatory authorities often impose transaction fees to facilitate their oversight of the brokerage sector, which are subsequently passed on to customers during regular transaction processing. As a self-clearing member of FINRA, Velocity Clearing LLC, the parent company of Guardian Trading, maintains clearing house memberships with both the DTC and NSCC, emphasizing our dedication to excellence and operational efficiency in financial services. This combination of direct service and adherence to regulatory standards not only highlights our competitive edge but also reinforces our commitment to our clients' needs in an ever-evolving financial landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Digita

Company Website

www.teamsystem.com/media/files/1546_TustenaCRM_DEP_TSSDEP204-00.pdf

Company Facts

Organization Name

Guardian Trading

Company Location

United States

Company Website

www.guardiantrading.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Algorithmic Trading

2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts

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