Trader II Securities Accounting & Software Inc

Online securities accounting software program used for tax purposes to record trading activity, inventory, costs,and location of securities.

  • Stage Full Product Ready
  • Industry Software
  • Location Abbotsford, BC, Canada
  • Currency CAD
  • Founded December 2009
  • Employees 2
  • Website traderii.com

Company Summary

Trader ii provides the software, training & support for individuals, accountants & other tax preparers to create & maintain a customized database of securities regardless of how many brokerage accounts or securities are held. Trader ii provides the platform to allow customers to track market & out-of-market activity accross multiple brokerage accounts to balance to the penny & share for tax returns & Securities Comm. Fast, Easy & Cost effective.

Team

  • Claire Allison Copp
    Founder

    Founder of Trader ii, the "Product", and Securities Services the "Service", a company which has used the DOS version of Trader ii for 25 years to compile clients securities accounting reports for tax purposes and file balanced Insider Reports for principals of Public Companies. Prior experience with Blue Chip and Venture market brokerage firms and Public Companies has provided the knowledge and basis for Trader ii online.

  • Charlotte Brown
    Director/Secretary

    Former Corporate Secretary for various Public Companies for 15 years, Charlotte joined Trader ii in 2010 as a Director & Officer. She has been instrumental in bringing Traderii to market. Charlotte also works with our clients who are principals of public companies to provide their securities accounting and Insider filing needs.

Advisors

  • Digby Leigh, Digby Leigh & Company
    Lawyer
    Unconfirmed
    Perry Munton, Smythe Ratcliffe & Company
    Accountant
    Unconfirmed

Previous Investors

  • Frank A Lang
    Unconfirmed
    Nelson Baker
    Unconfirmed
    Securities Services/Claire Copp
    Unconfirmed

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