We are currently in the process of implementing the Relius Preferrd Administration system, but are having difficulty deciding on the appropriate Trading Partner. The Partners we are currently reveiwing are:

1. SunGard Transactional Network
2. First Trust, i.e., TrustLynx
3. Security Trust
4. Fidelity
5. Schwab

Our question is which one of these Trading Partners, or other Partners you are aware of, provides the best overall service and efficiency at the most reasonable cost?

Thanks,
Richard

The trading platform you decide upon will be a fuction of the size of your firm, expected growth potential and average size of your client base. We have recently done the research and are a very satisifed Security Trust user. They have excellent reporting, and the ability to do same day/late day trading. In our experience, the benefits availalbe due to revenue sharing make it a very cost efficent service.