Stop managing workarounds. Start running your business.
Compensation, compliance, and workflow software built exclusively for wealth management firms.
Built for Broker-Dealers and RIAs who need one source of truth.
Two teams, one ledger — no spreadsheets, no reconciliation calls, no surprises.
One integrated platform
Run the back office, route the work, and give your reps a window in — without stitching tools together.
Maestro
Back-office platform.
- Commissions and RIA fees
- Compliance and suitability
- Document imaging
Repertoire
Field-rep self-service portal.
- 24/7 access to commission data
- Submit accounts and documents
- License and 1099 tracking
Workflow
Task routing engine.
- Route action items to the right staff
- Real-time status updates
- Dashboard alerts
Introducing Maestro 4
Maestro 4 isn't an update. It's a ground-up rebuild shaped by nearly three decades of back-office experience. What's underneath is proprietary, domain-specific IP — the kind that can't be shortcut, and the reason Maestro 4 is the most modern, most capable back-office platform available for wealth management firms today.
New Design
A completely reimagined interface, built from scratch rather than layered onto the old one.
New Coding Environment
A modern technical foundation replaces two decades of accumulated legacy code.
New Architecture
Engineered around every lesson learned, not constrained by the platform that came before it.
Purpose-Built IP
Deep, industry-specific development for wealth management, built on expertise that takes decades to develop.
It's the kind of foundation that sets Maestro apart from every other option in the market.
Why Artisan
Four reasons firms move off legacy systems and spreadsheets — and stay.
Built by operators.
Founders worked as both software vendors and broker-dealer back-office IT staff. We've lived the problems we solve.
28 years and counting.
Founded 1998. Still independent. Still focused.
100% US-based team.
All development and support staff based in the United States. Call us, find out.
Exclusive B/D and RIA focus.
We don't dabble in adjacent industries. This is all we do.
Who we serve
Built exclusively for broker-dealers, RIAs, and the teams keeping them compliant.
Broker-Dealers
Independent B/Ds running commissions, suitability, and document imaging on one hosted platform — without stitching legacy tools together.
RIA Firms
Fee billing, household management, and compliance workflows for registered investment advisors growing past the spreadsheet stage.
Compliance & Operations
Reg BI, 17a-3, OFAC, and suitability checks routed to the right staff automatically. Audit-ready records without the audit panic.
Compliance that keeps up with the regulators
Every transaction routed through Maestro runs through individual and aggregated compliance checks. Issues flag to the right staff dashboard automatically. Nothing falls through the cracks.
- Licensing checks
- Reg BI ready
- 17a-3 letters
- OFAC and FinCEN checks
- Suitability monitoring
- Advertising reviews
- Service requests
- Real-time compliance alerts
From spreadsheet chaos to one source of truth
Disconnected spreadsheets, email threads, and one-off tools create the audit panic. Maestro replaces the tangle with one hosted platform.
Today
Spreadsheets, fragmented tools, manual reconciliation, audit panic.
Implementation
Hosted setup, US-based onboarding, data migration handled.
After Maestro
One platform, automated processing, audit-ready records, time back.
Most firms come to Artisan stitched together with three or four tools and a stack of spreadsheets. Within a quarter, they're running on one platform — and getting their evenings back.
What changes once you're on Maestro
Spreadsheets sprawled across the team.
Commissions in one workbook, suitability in another, reconciliations in email threads. Nothing ties together.
Maestro — one back-office platform.
Commissions, RIA fees, compliance, and document imaging all live in one hosted system of record.
Compliance fire drills before every audit.
Reg BI, 17a-3, OFAC, and suitability checks scattered across people and tools. You only know there's an issue when the regulator asks.
Automated compliance monitoring.
Every transaction runs through aggregated checks. Exceptions route to the right staff dashboard the moment they trigger.
Reps calling the back office for every commission question.
Statements, 1099s, license renewals, account submissions — all funneling through your operations team's inbox.
Repertoire — 24/7 rep self-service.
Reps get their own portal for commission data, document submissions, and license tracking. Your team gets its day back.
Questions we get before a demo
What firms ask most often when they're deciding whether to book time with us.