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By the Numbers, DSA Stands With You
DATA ENTRY & PROFIT/LOSS REPORTS
 Accurate and informed data entry is more than simply “plugging in” numbers, and the professionals at DSA understand that this distinction is critical. We recognize that all brokerage statements are not the same, and differences in reporting can significantly affect a P&L’s outcome. DSA utilizes a double-entry reconciliation method to create a clear and concise P&L that includes cash analysis, trading analysis and account statistics.
SYNTHESIS & ANALYSIS
DSA works directly with legal teams to illustrate what the numbers are and, more importantly, what they mean in a greater context. DSA offers many value-added services to analyze an account and to synthesize data into a useful foundation for your case, including, but not limited to:
- Market comparisons
- Hypothetical scenarios
- Damages mitigation/calculation (including Florida 517 statutory damages)
- Trading statistics (including churning analysis)
- Monthly P&Ls
- Myriad charts and graphs (e.g. asset allocation, fund tracing, account time lines)
EXPERT WITNESS TESTIMONY
Acknowledging our prior regulatory and securities experience, arbitration panels readily accept DSA findings as highly credible. You can be secure in the analysis DSA provides, while confidently anticipating that our thorough critique of the opposing side’s conclusions will uncover any key weaknesses in their presentation.
DOCUMENT MANAGEMENT
To reduce the piles of paper and streamline the document-handling process, DSA offers a comprehensive web-based document management system designed to store all case-related papers. Electronic documents (e.g. PDFs, Word documents, Excel spreadsheets) can be uploaded directly by you, or paper documents can be scanned and stored (either by the client or DSA) to reduce both time and hard costs. All documents are filed within a secure, redundant network infrastructure and are accessible 24/7 from anywhere in the world. Additionally, most documents uploaded into the system can be searched for specific text.
The DSA document portal protects your data, utilizing SEC-compliant 128-bit encryption to ensure a secure connection between your computers and the document storage site. Your data is housed on two redundant secure storage servers each with their own backup systems located in two separate, secure locations. |
