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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$7500 one-time payment
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

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