POWERFUL COMPENSATION AND COMPLIANCE

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​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. 

Scalability
Built to scale, accommodating the integration of flexible interfaces and unlimited growth. It grows with your needs, ensuring that you’re always ready to meet new challenges.

WE KNOW YOUR NEEDS

• Eliminate miscalculations
• ​24-Point Compliance Rules Engine
• Robust Consolidated Sales Reporting
• ​Data interfaces to virtually all sources
• ​Improve advisor retention with accurate compensation

• Simplify the workflow and centralize your data
• ​Replace disperate systems that don't communicate
• ​24/7 Access by your entire company
• ​Imbedded OFAC & FinCEN scans
• Unlimited Payout Schedules, Splits & Overrides 

Call Today to Schedule a 30-Minute Demonstration
​(760) 889-3453