Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For over two decades, FoxTrot has consistently delivered exceptional software designed to simplify the operations and commissions departments. Our goal is to enhance every facet of the commissions department, whether it involves eliminating the need for Excel through one-click statement imports or providing comprehensive daily blotters, payroll computations, and streaming broker statements. We have a deep appreciation for small to mid-sized broker-dealers because we understand their specific needs. Our partnership approach fosters a friendly and collaborative environment. Our innovative and growth-oriented software is designed to scale alongside your business, all while avoiding the necessity of hiring additional staff. By collaborating closely with our clients, we embrace a "Yes!" mindset when it comes to solution-finding. Consequently, we have created a powerful system capable of addressing nearly every commission scenario, all while providing a reliable foundation for daily operations and functions. We remain committed to evolving our software in response to the changing needs of our clients.
Description
For those seeking to grasp the dynamics of recurring income, manage financial obligations, and plan investments effectively, Telarus is the go-to partner. We set the standard in the sector with our clear and reliable recurring commission structures. Instantly access real-time updates on billings, commissions, and payments, or delve deeper into commission specifics categorized by order, supplier, or customer. Develop personalized trends and forecasts based on suppliers and products to gain insights. Assess fluctuations in forecasted commissions to help identify any significant variances. Additionally, monitor alerts for order inquiries that you or Telarus have started. You have the capability to independently resolve any commission discrepancies by submitting inquiries specific to orders. Following this, the Telarus Commission Experience team will analyze supplier statements and commence variance inquiries on your behalf, ensuring that all aspects of your earnings are accurately represented. This comprehensive approach not only simplifies the management of commissions but also enhances your confidence in financial planning.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$7500 one-time payment
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FoxTrot Software
Founded
1987
Country
United States
Website
www.foxtrotsw.com
Vendor Details
Company Name
Telarus
Founded
2002
Country
United States
Website
www.telarus.com/tools/commissionvue
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
Yes
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No