Rep Tools/Sales Managers
Quadron® – Quadron is an enterprise-wide data management solution, merging held-away asset data with clearing firm data and enabling a fully integrated suite of broker, compliance, management, and ad hoc reporting tools.
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ReportQ – Ad Hoc Reporting Tool (ORBIT) 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.
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EarningsQ – supports complex compensation structures and aggregates revenue across multiple business lines while providing an exceptional level of commission processing and management reporting.
AccountQ – New Account Setup automates the new account creation and maintenance process through a simple Web interface.
Broker Posting Page (a module of ComplianceQ)– Broker Posting Page automates regulatory compliance for representatives by enabling them to use your firm’s tax lot accounting system without having to enter data into disparate systems.
*Read our white papers on how high-tech solutions are replacing manual processing of data–reducing inaccuracies and saving time and money:
Solving Direct Business Commissions Problems
Applying Technology to Direct Business