Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Clients' multi-asset investments can be easily overseen from a single platform, streamlining the entire process with minimal effort. Eliminate the hassle of physical paperwork and let technology handle the heavy lifting, thereby cutting down on operational costs. Generate a variety of reports to analyze investments from multiple angles, enhancing your strategy continuously. Receive notifications for matured investments, upcoming SIPs, insurance renewals, as well as important dates like clients' birthdays and anniversaries, which helps in fostering stronger relationships. A range of tools and resources are provided to address the diverse needs of advisors, making daily tasks more manageable. The platform boasts a user-friendly and visually appealing interface that keeps clients engaged and encourages regular interaction on the portal. In this way, not only are operational efficiencies achieved, but client satisfaction is also significantly improved.

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

REDVision Technologies

Founded

2007

Country

India

Website

www.redvisiontech.com

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

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

Alternatives

Alternatives

WealthERP Reviews

WealthERP

Ampsys Consulting Pvt Ltd.
StyleADVISOR Reviews

StyleADVISOR

Informa Business Intelligence