Artisan Software, a leading back office systems provider for Independent Broker/Dealer firms, helps solve Workflow, Commissions, Compliance, and Suitability issues for the through data aggregation coupled with tight integration throughout.
Rep Commissions
Maestro is a robust commission system capable of paying your reps according to any number of parameters and permutations. Maestro allows for countless possibilities using the most flexible commission package interface available. Crisp & accurate statements, EFT files, 1099 reporting, and electronic distribution are all included.
Compliance & Suitability
All business entered into Maestro is subject to numerous individual and aggregated compliance checks. Any compliance issues are instantly routed to the appropriate staff dashboard(s) with the built-in Workflow system. Nothing falls through the cracks.
Workflow
All new and subsequent business flows to staff dashboards as needed. Workflow is a vital part of Maestro's platform, bringing all business issues front & center as needed. Imaging, compliance, review parameters and transactions are all tightly woven together into one cohesive & robust system.
Document Imaging
Maestro features the ability to electronically scan and store your documents online, using FINRA compliant controls and audit features!
Production Reporting
Maestro boasts a full range of production and management reporting tools that allow for unparalleled slicing-and-dicing of your firm’s data. Query tools allow you to find exactly what you are looking for, quickly & easily.
- Sales/Production Totals
- Daily Trade Blotters
- Commission Summaries Compliance Rule Violations
- Client/Rep/Transaction Logs Aged Receivables
- Fee Summaries Licensing Issues
- Suspicious Activity
- Production Rankings
Audit Support
When regulators come to visit, rest assured you have a technology partner who can help pull the data you need from your database.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 7676 Hazard Center Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.ArtisanSoftware.com
- HQ
- San Diego, California
Artisan Software, Inc. Questions
Artisan Software, Inc.'s website is http://www.ArtisanSoftware.com
Artisan Software, Inc.'s LinkedIn profile is https://www.linkedin.com/company/artisan-software-inc
Artisan Software, Inc. has
7 employees.
View email and phone details for 7
employees at Artisan Software, Inc..
Artisan Software, Inc.'s industry is
Financial Services
Artisan Software, Inc.'s top competitors are
Momentum Billing Llc,
Rapidscale,
Orfeo Soundworks,
Hometrak Software,
Midas Technology, Inc.,
4psite,
Xeeda,
Artisan,
Sabp/embee Companies S.a.,
Comhear.
Artisan Software, Inc.'s categories are Financial Services
Artisan Software, Inc.'s founding year is 1998
