Casey Securities Selects Firm58 for Automated Post-Trade Billing

Chicago, IL – June 22, 2016 – Firm58, a financial management software company simplifying trade operations for capital market firms, announced today its new partnership with Casey Securities, an options house and securities broker-dealer based in San Francisco.

Casey Securities will use Firm58 for its automated, post-trade billing solutions. By automating billing operations, Firm58 eliminates opportunities for manual errors and increases process efficiency.

“Manual post-trade billing practices account for a lot of reporting errors,” said Firm58 Vice President of Deployment and Client Services Lily Hwang. “We’re excited to bring a more efficient and effective back-office reporting system to Casey Securities.”

Firm58’s billing solution offers self-service features, including past and real-time access into trade activity. Customers can prepare and collect bills and payments more easily and quickly with options for customization.

Firm58 offers a new level of data transparency and support to our post-trade processes,” said Carolyn Williams, a billing and clearing manager at Casey Securities. “We’ll have more access into trade activity than ever, streamlining our billing cycles.”

For more information about Firm58’s billing solutions, please visit

About Firm58

Firm58 simplifies trade operations for capital markets firms. The company’s web-based financial management software manages the processes associated with fees, commissions and compliance to help increase revenue and operational efficiency, reduce costs, and remain compliant. The Software as a Service (SaaS) platform automates middle- and back-office processes across asset classes to provide insight into daily profitability and protect revenue. Firm58 offers solutions for billing, profitability analysis, commission sharing arrangements/soft dollar management, and compliance. Clients include global market exchanges and execution venues, leading institutional brokerages, clearing and non-clearing broker-dealers, and proprietary trading firms. Founded in 2005, Firm58 is based in Chicago, and is backed by Pritzker Group Venture Capital and North Bridge Venture Partners. For more information, visit