Rep Registration - CRDirect

Streamline Your Registration Workflow With CRDirect

CRDirect management of your Registered Representative process saves you money and time. Our system simplifies every aspect of the Registered Rep process. With CRDirect, you no longer need to double enter rep data on multiple systems. Your registration department will be far more efficient and will be able to manage more reps without increasing operational cost.

CRDirect is built on a central database that is constantly updated by interfacing with your firm's information systems and FINRA's Web CRD system. You enter your data once and CRDirect does the rest:

  • Processing and filing U-4's and U-5's
  • Generating electronic notifications on such valuable events as CE requirements, exam windows, registration changes, and disciplinary issues
  • Delivering and tracking Firm Element CE
  • Interfacing securely with your internal system via our Web service technology

CRDirect has an intuitive interface with easy-to-navigate menus and options. The system also offers special features such as the capability to preview reports online and the ability to toggle between CRDirect and Web CRD. CRDirect employs proven technologies to keep information transmissions private and secure. FIRE's storage methods and extensive back-up procedures ensure the integrity and security of your firm's data. CRDirect's roles logic ensures members of your firm have customizable access only to the page views that they are entitled to view, update, or process.

FIRE's experienced Registration Technology team will assist you by creating an easy and time-sensitive conversion plan and will guide you through the entire implementation process. We will work with you on a regular basis to show you how to get the most out of CRDirect.

With powerful timesaving features, intuitive layout, and our integrated approach to data management, you will find CRDirect is an unparalleled, outsource-operated management system with complete in-house control!

For more information or a demonstration of CRDirect, please contact Sales@FIRESolutions.com

View the informational flyer for our CRDirect product. (Adobe PDF, 2.4 MB)