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Updated March 29, 2008
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Overview |
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FoxTrot Software
is a leading-edge developer of Broker Dealer Back Office Management Software. Our mission is to provide Broker
Dealers and Financial Services Divisions of Banks with the best suited and most
efficient software solutions for their continued growth and prosperity. Over
the years, we have listened to and supported the needs of Broker Dealers both
large and small across the United States. The result has been a comprehensive
automated software solution to Broker Dealer back office management.
Brokers may now have
Online Access
to review, print or download a variety of reports including their Commission
Statements, Client Lists, Production Reports and Consolidated Client Account
Position Reports. The latest addition to online access allows brokers to
interactively fill-out any PDF form online with their existing client data.
Typical forms include your New Account Form, Transfer or Rollover forms.
The FoxTrot System is primarily designed for
Broker/Dealers, and is currently installed at brokerages, brokerage divisions of
banks and credit unions, and brokerage clearing firms across the United States.
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Our
History |
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FoxTrot Software
is committed
to developing leading edge solutions for the Financial Services Industry.
Our management solution has a history of nearly 20 years, originally focused on
serving the commission needs of branch offices, FoxTrot has grown to streamline daily activity, and expanded
to
include every function necessary to effectively manage an entire Broker/Dealer right
through Payroll Processing and Production Reporting.
 You
can take great comfort knowing that our software
solution was designed at the request of actual broker/dealer operations
staff and
has been installed and thoroughly tested in the real world by many
broker/dealer clients across our country managing billions of dollars in
assets.
During the past several years we have developed a
universal data interface
system by working closely with fund management companies, data providers, and nearly every clearing firm in the
financial services industry. The result is a system capable of retrieving daily,
weekly and monthly data feeds. This can eliminate or dramatically reduce
the manual entry of client account data and trade activity. See the
Commission Interfaces and Clearing Firm Interfaces for a listing of
companies compatible with FoxTrot.
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Our Approach |
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 At
FoxTrot we first provide you with a comprehensive and professional software
package and then target your
specific business needs and objectives with pinpoint accuracy. While some
software is offered with a 'take-it-or-leave-it' approach, we recognize that
broker/dealers may have unique needs that set them apart from the competition, and
deliver further software enhancements to take your visions and make them a
reality. We are industry leaders because we listen carefully to our clients'
needs and work closely with them to design and implement solutions to meet specific business requirements. Our approach is to
supply software based on your business practices, and never to force you to
modify your business procedures or practices.
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Our
Focus |
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FoxTrot
is uniquely qualified in the financial services industry because software
development and support is our sole business objective. This
enables us to remain focused, flexible, and committed to
meeting our clients' needs and requirements.
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Our Mission Statement |
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The FoxTrot
mission is to provide Broker/Dealers and Financial Service Divisions of Banks
with the best suited and most efficient software solutions for their continued
growth and prosperity.
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