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Overview

Rep Commissions/EFT/1099

Suitability & Compliance

Production Reporting

Commission File Imports

Document Imaging

Licensing

Screen Shots


Maestro boasts a full range of production and management reporting tools that allow for unparalleled slicing-and-dicing of your firm’s data.

Reports are easily accessed, and can be quickly tailored to the user’s specific needs by using the built-in query tools. From there, report setups can be saved in the user’s personal space, or made generally available to all of your firm’s users.

Among the dozens of reports available, some of the more popular include:

  Sales/Production Totals Daily Trade Blotters
  Commission Summaries Compliance Rule Violations
  Client/Rep/Transaction Logs Aged Receivables
  Fee Summaries Licensing Issues
  Suspicious Activity (Excessive Commission Rate, Low Share Price, etc.)
  Production Rankings (Reps, Product Types, Vendors, etc.)
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