Commissions & fees

A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with intuitive step-by-step approach puts efficiency back into your back office operations department

ADVISOR ACCESS

Advisors will enjoy 24hr access to statements and activity reports. Put the power of information at their fingertips and reduce calls.

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Data Interfaces

Unparalleled number of data imports to streamline the daily processing of commissions and fees. Multiple clearing firm relationships plus hundreds of commission interfaces facilitate rapid processing

Simple, Accurate and Scalable to Grow

Access FoxTrot from multiple locations

One powerful location to process all of your clearing, fee based and direct commissions efficiently, effectively and accurately

• Import data with interfaces to every major custodian
• Consolidated advisor statements
• Compliance rules engine to manage exceptions, holds or notifications on everything from broker state licensing to client age
• Flexible payout schedules, splits & overrides on Net or Gross
• Consolidated sales & production reporting