25 February 2018
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Oppenheimer migrates to GoldenSource hosted data service

09 May 2017  |  2672 views  |  0 Source: GoldenSource

GoldenSource, a leading independent provider of Enterprise Data Management (EDM) and Master Data Management (MDM) solutions for the securities and investment management industry, today announced that Oppenheimer & Co. Inc. (Oppenheimer), a US registered broker-dealer, is using GoldenSource hosted services in connection with its institutional entity data management platform.

Oppenheimer is making operational efficiency a priority for its Anti-Money Laundering (AML) and Know Your Customer (KYC) programs. GoldenSource OnDemand services supports these efforts by linking client data, and related KYC/AML documents and sub-accounts, which facilitates client on-boarding and ongoing data maintenance.

“Oppenheimer is committed to administering a robust and effective AML program. Maintaining a comprehensive and accurate view of our institutional clients is a key component to managing an efficient platform.” said Peter Giordano, Managing Director, Oppenheimer.

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