Pinnacle is dedicated to delivering efficient market access to the trading community at the highest level of professionalism. Our trading services go beyond the regular Broker Dealer offering. Our offering has been specially tailored through years of experience to meet the requirements of our clients including:
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Experienced trade and technology support staff |
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Detailed Commission and Trade Reports |
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Customized Client Commission and Billing Structures |
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Management Fee Deduction and Rebates |
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Soft Dollar Arrangements |
Experienced Trade and Technology Support Staff.
We understand the special service requirements of our intermediary based clients - and that our level of service reflects directly on them. This is why Pinnacle offers a complete array of premium execution, risk management and technology support services from professional fully licensed representatives - all on an extended hour basis. Our customer-centric approach is one of the major factors that set us apart from our competition.
Detailed Commission and Trade Reports
Pinnacle provides several levels of trade reporting. Through Pinnacle's secure proprietary browser-based database, Pinnlink, clients are provided unparalleled access to all aspects of a client trades including commissions, routing preferences and equity adjustments Through Pinnacle's clearing firm's online database clients have access to all introduced accounts and can export customer trade data to programs such as excel and quicken. Pinnacle also provides automated daily trade report files in a wide variety of backoffice formats.
Customized Client Commission and Billing Structures
Pinnacle's administration is very proficient in accommodating complex commission and billing schedules including per share, flat fees, basis points, staggered fee structures or any combination of the above.
Management Fee Deduction and Rebates
With proper authorization from your clients, Pinnacle can deduct or rebate certain fees to and from your clients' accounts.
Soft Dollar Arrangements
Soft dollars are simply brokerage commissions used to purchase research reports and other services. As defined under the safe harbor of The Securities Exchange Act of 1934 section 28(e), a predetermined portion of commission dollars can be used to pay research related costs. Other expenses can be paid pursuant to written instructions by the account owner. Pinnacle provides a range of soft dollar programs.