Quick information
Clearing firms
Institutional Tools
- Does your firm offer an ad hoc query tool powerful enough to enable correspondents to determine the parameters they find most important for report generation?
Consider ReportQ, which automates intelligence by providing the maximum flexibility to access data you need in the way that you need it. You determine the parameters and you get the information you need.
- Do your correspondents have issues with their ability to collect, manage, and payout commissions and bonuses to representatives?
Consider InstitutionalQ, which processes institutional commissions with an application designed to provide broker/dealers with reporting against complex compensation structures.
- Are your correspondents frustrated at reconciling P&L between trading and accounting?
Consider TradingQ, which automates the posting and reconciliation of data between your correspondents trading, accounting, and trade supervision departments.
- Are your correspondents able to easily compare revenue and assets under management from previous periods to current goals?
Consider Assets Under Management, a combination of asset under management and revenue reporting that compares rep, branch, and regional totals to previous periods and to budgeted amounts.
- Do your correspondents have a production reporting tool that allows meaningful, comprehensive analysis personalized to their firm's needs?
Consider Gross Revenue Reporting, an analysis tool with comprehensive aggregation of revenue allowing customized entitlements and hierarchies.
- Do your branch managers spend more time supervising then managing, training, and selling?
Consider ComplianceQ with Principal Review Blotter, PRB, an electronic trade blotter supporting comprehensive supervision of transactions required under SEC and SRO rules and regulations. An on-line approval status audit trail and other features are designed to provide significant supervisory system efficiencies.