The most comprehensive back-office tool available for running your financial services firm.


Provides field reps with direct instantaneous access to the back-office database.


A focal point of Maestro and Repertoire, Workflow facilitates new account entry, document imaging and compliance functions, by providing proactive communication between the back-office and the field.

All of Artisan’s offerings are hosted solutions. This means that there is no hardware for you to buy, set up and maintain! Simply download and install the client access piece onto your computer in less than a minute, and you’re off and running!