Overview
Rep Commissions/EFT/1099
Suitability & Compliance
Production Reporting
Commission File Imports
Document Imaging
Licensing
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With the unique needs of the modern broker-dealer in mind, Artisan Software developed Maestro. Some of the many features are:
- A flexible commission system capable of adapting to your firm’s individual needs.
- Commission file interfaces to clearing firms, mutual fund companies and insurance carriers.
- Compliance reporting integrated into Maestro providing comprehensive and timely alerts.
- Complete access to your firm’s vital production data built around easy to use search tools.
- Friendly and familiar user interface significantly reduces training time, making your staff happier and more productive.
- Web access for your reps allows them to view pending, held and paid commissions, as well as data about their clients.
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