OLIVIA

We know every private placement transaction is unique. OLIVIA is our proprietary, home-built compliance software that enables you to work on your deals from anywhere, at any time.

Designed by brokers for brokers, OLIVIA was developed to support and enhance your daily business experience with us.   OLIVIA is robust yet flexible enough to support your unique deals of all types and sizes, from capital raises to M&A to secondaries, and more.

OLIVIA expedites the supervisory review and approval process by enabling you to submit required deal documents securely online directly to GCS. Your assigned Supervisor is alerted immediately of your submission, allowing us to initiate the review process quickly and efficiently. GCS’s uniquely designed systems allows our registered representatives the ability to receive commission for completed transactions sooner.

OLIVIA’s key features include:

  • Deal and transaction documentation in 5 simple steps:
  1. Engagement Letter
  2. Deal Memo
  3. Customer Identification
  4. Transaction Report
  5. Get Paid Your Commission!
  • A deal dashboard provides visual status of each of your deals and their progress
  • Compliance forms make it easy to complete mandatory reporting
  • Tasks to keep you organized
  • Email notifications when your supervisor reviews your submissions
  • Clean modern user interface with quick-links to common tasks, universal search capability and filters to locate documents quickly
  • Electronic signature integration via Hellosign API
  • Features to enhance deal collaboration with other members of your team and granting access to your administrative staff
  • Library provides easy access to contract templates, manuals and compliance bulletins
  • Potential for API integration with your software

And much, much more ….

how can we help you?

Drop us an email through this link, or give us a ring at (415) 692-0050.  We'd be happy to hear from you!