Brokerage Expertise


EXERTUS has strong relationships with Broker Dealers in operations, technology, trading and sales. EXERTUS has access to top-level buy side firms through its banking and broker dealer relationship.


The EXERTUS team has experience in developing and implementing systems and processes in the following areas:

  • Fixed Income and Equity real time analytics
  • Real time risk management
  • Trade and settlement date P & L
  • Structured Finance
  • Back office systems
  • Bloomberg integration
  • MIS and financial accounting
  • Operations
  • Reporting


Products EXERTUS specializes in include:

Fixed Income

  • Corporate Bonds
  • US Government Bonds
  • Foreign Government Bonds
  • Foreign Corporate Bonds
  • Municipal Bonds
  • Mortgages
  • Securities Lending


  • Options
  • Preferred Stock
  • Derivatives
  • Stock Loan

Mutual Funds

  • Front/Middle/Back office integration
  • Clearance systems
  • Trades processing
  • Firm and client reporting
  • Firm and client accounting
  • Document management
  • Depository linkages
  • Repo tracking
  • Foreign Exchange
  • Compliance and regulatory systems
  • Financial Guarantee
  • Reconciliation
  • Outsourcing- ICI, ADP, WILCO