Efficient Application and Registration Processing
Registrar is a powerful and fully customizable form and application processing solution that guides users through form filling requirements for your organization.
If you have the need for an agile form filling technology solution, CAESAR Registrar is it.
Streamlined Rep On-Boarding Process
With an easy to use interface, reps can complete their U4 and all required Broker Dealer forms in a streamlined, efficient manner. Your firms unique registration workflow can be integrated into Registrar, allowing the back office to monitor progress and create their own validation points and verification rule-logic.
Completed U4’s are approved by the Back Office and electronically transmitted to FINRA once all workflow requirements have been successfully completed.
Registrar enables reps to schedule their fingerprinting appointment through an interface with BIG’s Fieldprint® service. The Fieldprint® collection network ensures locations are available close to your applicant. No one else provides access to as many sites as BIG, making them the most comprehensive and convenient provider on the market today.
Reduce Time & Costs
Registrar cuts down the registration timeline by days or even weeks via the electronic submission of validated data between Reps, Back Office, and FINRA. The ease of form filling inherent within this solution creates legible entries, enabling the Back Office to conduct rep reviews more effectively.