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Ease of Reporting
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- The Comprehensiveness of the Reports
- The Ease of Access and Ability to Drill Down
- The Ease of Exportability
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Broker Payouts
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- How Simple it is to Build Rules Based on Commission Structure
- How Simple it is to Define Tiered Payouts
- How to Associate Payouts to Brokers/Accounts
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Contract Exceptions
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- How Easy it is to Define Contract Exceptions
- How to Associate Exceptions to Accounts
- Reporting to Ensure No Money is Left Behind
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Ease of Billing and CMTA
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- Defining CMTA Payout Rules in Our Proprietary Payout Rules Engine
- Create the CMTA Account
- Invoice Process
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Soft Dollar
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- Set up Soft$ Payouts
- Associate Soft$ Payouts to Specific Accounts
- How to Manage Vendor Payments
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Execution and Clearance Charges
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- How Easy it is to set Execution and Clearing charges
- How Easy it is to See How the Charges Hit your P&L on a Daily Basis
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