Client Solutions is a major part of the PGM business model. When you become a PGM client, you have a dedicated representative who understands your objectives. We specialize in the following services to develop customized, innovative solutions to assist you.

  • Single point of contact
  • Streamlined coordination for new account setups
  • Top-day and T+1 trade reconciliation
  • Coordination with balancing offices, executing firms and authorized third-parties
  • Daily transmission maintenance with FCM
    • Third-party set-ups and authorization, including multiple transmission
    • FTP setup for daily account data
    • Account data files
      • Including: Positions, Purchase and Sales, Cash Activity, Balance, Margin and Trades
  • Delivery and option exercise/assignment notification
  • Currency conversions with FCM
  • Cash Transaction assistance

For more information on PGM’s client solutions, please contact us.