POWERFUL COMPENSATION AND COMPLIANCE
FoxTrot automates commissions and fee processing and eliminates manual tracking of compensation with efficiency & accuracy. Gone are the days of using MS-Excel to record custodial payments and pay your advisors. FoxTrot imports virtually all data feeds automatically and relieves your CCO from manually reviewing indiviual transactions and appropriateness using a robust compliance rules-engine.
Consolidating commissions and fees allows you to generate attractive and easy to read advisor payroll statements. And your advisors will have 24/7 access to all information online through our brandable online portal.
WE KNOW YOUR NEEDS
|
|
Call Today to Schedule a 30-Minute Demonstration
(760) 889-3453
(760) 889-3453