The CloudFox Dashboard Provides a Quick Glance View

        General Features
        • Flexible broker payout schedules, splits & overrides on net or gross
        • Interfaces to import all clearing firms, DST and NSCC
        • Interfaces to import all major custodians (TDA, Schwab etc.)
        • Consolidated sales & production reporting
        • All product categories are included (Mutual Funds, Insurance, Private Placements, RIAs, Alternatives etc.)

        Compliance Features
        • Broker licensing & registrations automatically generate commission holds
        • WebCRD Interface
        • Account suitability checking
        • Daily blotter review
        • Automatic FINCEN, OFAC checks with report logs and detail reports
        • Annual license renewal & E&O statements
        • Powerful compliance rules engine