CLIENT ACCESS/ONLINE TRADING  – (www.salclient.com) Through a hyperlink to your web-site, or direct access through ours, your clients will have access to their account balances and holdings.  You also have the option of enabling your clients to trade online using a commission schedule you design.  The site can be branded to fit your firm's needs.   View a DEMO of account access and online trading.

BetaLink features are ongoing. For example, you’ll have a preformatted order-entry screen; online access to executed and open orders; real-time inventory that allows you to buy right on the screen from our institutional trading, NASDAQ, and fixed-income desks; customer account information online for 13 months; account performance return available for all accounts; interfaces to many third-party software providers; and more. With BetaLink, you can also compare the performance of two issues simultaneously by displaying the charts together. You can track trends in stocks, indices and options, with over 75 pages of statistical indicators. You can even search and sort a database of the firm’s bond holdings and order. And all of these capabilities are right there on your desktop. You’ll also have the comfort of our comprehensive disaster-recovery systems.

BETALink brings complete open and closed holding records from the BETAHost back office, including unrealized/realized profit and loss, holding period, cost amount, value and more. With its mark-to-market capability, you can instantly view up-to-date profit and loss information for your customer’s holdings. And you can choose to view tax lots or netted positions.

BETALink gives you control over how data is displayed and sorted. It also allows you to generate many useful reports from this data.

You can view current inventory offerings on-line and quickly find just what you’re looking for. BETALink provides the capability to search by product type, state, coupon rate, yield, maturity year, bond quality rating and more. Contact and story information about a particular issue is just a click away.

SpyView is our optical storage system. The system is designed to keep physical paper  to an absolute minimum by allowing you to access and print all documentation from your desk top. This includes new account applications, margin & option agreements, customer confirms & statements as well as all other documentation pertaining to your client accounts. By utilizing the SpyView system it allows you to efficiently retrieve documentation without having to pour through paper files.

EXAMPLE : A client calls with a question regarding his statement, you or your brokers can easily and quickly call up the statement on the system without having to access a paper copy and review it with the client.

EXAMPLE : A client has misplaced a confirmation on a particular transaction. You can easily pull up the image of the confirm and print it at the desk-top level for forwarding to your client.

EXAMPLE : A supervisor questions the suitability of a certain transaction. You can access the image of that customers new account application to quickly view the stated investment objective and financial condition pertaining to the client as stated on the document.

Spyview is a service made available to our correspondent broker dealers to assist them in compliance with record retention requirements.  SAL Clearing requires correspondents to maintain original customer documents.