Maestro

Product Details

Artisan Software offers very cost effective, robust & flexible user controlled commission & fee processing software on a unified technology platform that in addition provides:

• Electronic Interfaces to Clearing Firms, Funds, DTCC, IPS, & Custodians
• Hosted Solution – No server or hardware required
• Books & Records – 17a-3 letters, welcome letters, etc.
• Compliance – 26-point rule checking, OFAC, FinCEN
• Suitability – customer, product, & trade level
• Intuitive User Interface for Transaction Processing – No batch processing
• Data Aggregation – Combine Direct and Clearing Firm Accounts by Account Type
• Licensing & Carrier Appt. Tracking – Web CRD Interface, Rep Renewals
• Document Imaging – complies with 17a-4
• User Customizable Reporting & Ad-hoc Query Capabilities – extract, filter, & group data in a myriad of possibilities for FINRA audits
• Customized Commission Statements