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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FinmaxTech helps global firms, including sell-side and buy-side firms, financial services institutions, banks, FCMs and other financial service providers, drive transformation using technology, design and insights. Our suite of products covers derivatives for Electricity, Gas and Oil, Equities, Futures products, Emission products and Options. It has several modules to handle order/execution processing for venues such as TRAFiX. Fidessa. Trayport. Sphirra. Orders can be allocated to internal backoffice systems and tickets issued. Our solutions also include modules for European Confirm Matching with Equias (PDF confirmations), REMIT Reporting (LTID Breach Reporting), REMIT reporting, etc. FinmaxTech's solutions can generate invoices, track payments against them and track write-offs. The solution also handles comprehensive rule engine-based commission and fee calculations.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Based on Implementation
Free Trial No 
Free Version No 

Pricing Details

$7500 one-time payment
Free Trial No 
Free Version No 

Deployment

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

Customer Support

Business Hours No 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

FinmaxTech

Founded

2010

Country

United States

Website

www.finmaxtech.com

Vendor Details

Company Name

FoxTrot Software

Founded

1987

Country

United States

Website

www.foxtrotsw.com

Product Features

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 

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