BOSS Video Demos

Ease of Reporting

back office software reporting

  • The Comprehensiveness of the Reports
  • The Ease of Access and Ability to Drill Down
  • The Ease of Exportability

Broker Payouts

back office software broker payouts

  • 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

Contract Exceptions

back office software contract exceptions

  • How Easy it is to Define Contract Exceptions
  • How to Associate Exceptions to Accounts
  • Reporting to Ensure No Money is Left Behind

Ease of Billing and CMTA

back office software billing and cmta

  • Defining CMTA Payout Rules in Our Proprietary Payout Rules Engine
  • Create the CMTA Account
  • Invoice Process

Soft Dollar

back office software soft$ payouts

  • Set up Soft$ Payouts
  • Associate Soft$ Payouts to Specific Accounts
  • How to Manage Vendor Payments

Execution and Clearance Charges

back office software execution and clearance charges

  • 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