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Software Customizations

Updated Jun 19, 2007
 


 

 

  Recognizing the demands of Broker/Dealers who have unique data tracking, commission calculations or reporting requirements, we offer complete software customization. In fact, this is our forte. Our technical staff is on hand to support the simplest to the most comprehensive; from the addition of a production report column, to the complete reworking of your commission schedule. We delight in a consultant type relationship, offering suggestions and examples of how other Broker/Dealers like yours have handled similiar situations.
 		  
 

As our clients grow, they invariably request modifications. And as we modify their software we evaluate each modification for its generality and utility. Some requests are quite unique in nature while others have general application and are made available to our existing clients and also included in the latest software release. As you can imagine, our software expands daily. We have recently been developing a Broker/Dealer website for representative access to such things as Broker Commission Statements, Pending Commission reports, Posted Commission Reports, and Client Exception Reports in real-time.

With nearly 15 years of hands-on experience serving the Financial Services industry, Foxtrot is well positioned and amply experienced to handle the simplest to the most unique Broker/Dealer back office management requirements.
 

  

 


 

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