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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

MoxiBalance fully streamlines your agent reporting process, ensuring that January 30 is effortlessly managed. With 2023 introducing stringent 1099 reporting requirements from the IRS, now is the perfect moment to permanently resolve your compliance challenges. Say goodbye to the last-minute rush at month-end when preparing reports for agents. Whether it's cap status or commission details, agents can conveniently access their information at any time, while brokerages can manage payments directly through the dedicated portal. You can easily print checks or manage direct deposits within the same streamlined workflow. Our closing and reporting templates effectively address both fixed and variable costs, facilitating routine billing and payouts as well as handling unique, one-time receipts with ease. Additionally, MoxiBalance can directly collect earnest or escrow funds from consumers, ensuring that these funds are kept separate from daily transactions, making it simple to return that money at the closing stage. As many brokerages are navigating competitive splits, capping, and fee arrangements, this often translates to a considerable amount of manual effort for administrative staff. Our templates enable you to implement customized payouts without the need for tedious calculations, enhancing efficiency and accuracy in your operations. Experience the transformative power of MoxiBalance as it takes the stress out of agent reporting and payment processes.

Description

A cutting-edge solution tailored to meet the specific requirements of investment firms has emerged. The current investment landscape is grappling with significant obstacles due to the sluggish recovery from the recession and evolving regulatory standards imposed on banks and dealers. In light of these challenges, top brokers are striving to stand out by offering distinctive products and utilizing technology to enhance operational efficiency while focusing on superior customer service. PCS presents ERP Securities, a groundbreaking solution that comprehensively addresses the intricate business demands of financial institutions and brokerage firms in relation to market developments and enterprise resource planning, ultimately ensuring they can deliver high-quality and competitive services to their clients. Additionally, PCS Brokerage is an intuitive application designed to streamline back-office operations, facilitating smoother workflows for firms in the financial sector. This innovative approach not only improves efficiency but also empowers firms to respond swiftly to market changes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
QuickBooks Online Yes 
dotloop Yes 

Integrations

Docusign No 
QuickBooks Online No 
dotloop No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Moxiworks

Founded

2010

Country

United States

Website

moxiworks.com/back-office/

Vendor Details

Company Name

PCS

Founded

1992

Country

Greece

Website

www.pcs.gr/index.php/pcs-brokerage/

Product Features

Product Features

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