Artisan Software, Inc.

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Description

  • Artisan Software, a leading back office systems provider for Independent Broker/Dealer firms, helps solve Workflow, Commissions, Compliance, and Suitability issues for the through data aggregation coupled with tight integration throughout.Rep CommissionsMaestro is a robust commission system capable of paying your reps according to any number of parameters and permutations. Maestro allows for countless possibilities using the most flexible commission package interface available. Crisp & accurate statements, EFT files, 1099 reporting, and electronic distribution are all included.Compliance & SuitabilityAll business entered into Maestro is subject to numerous individual and aggregated compliance checks. Any compliance issues are instantly routed to the appropriate staff dashboard(s) with the built-in Workflow system. Nothing falls through the cracks.WorkflowAll new and subsequent business flows to staff dashboards as needed. Workflow is a vital part of Maestro's platform, bringing all business issues front & center as needed. Imaging, compliance, review parameters and transactions are all tightly woven together into one cohesive & robust system.Document ImagingMaestro features the ability to electronically scan and store your documents online, using FINRA compliant controls and audit features! Production ReportingMaestro boasts a full range of production and management reporting tools that allow for unparalleled slicing-and-dicing of your firms data. Query tools allow you to find exactly what you are looking for, quickly & easily.- Sales/Production Totals - Daily Trade Blotters - Commission Summaries Compliance Rule Violations - Client/Rep/Transaction Logs Aged Receivables - Fee Summaries Licensing Issues - Suspicious Activity - Production RankingsAudit SupportWhen regulators come to visit, rest assured you have a technology partner who can help pull the data you need from your database.
  • location

    Headquarters:7676 Hazard Center Drive Suite 1540, San Diego, California, United States

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  • Artisan Software, Inc. phone

    Phone Number: +1 619-725-1350

  • Artisan Software, Inc. website

    Website:

  • Artisan Software, Inc. employees

    Employees:7

  • Artisan Software, Inc. revenue

    Revenue:$1 - 10M

  • Artisan Software, Inc. legal name

    Legal Name:Artisan Software, Inc.

  • Artisan Software, Inc.'s Social Media

    Artisan Software, Inc. linkedin
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  • |  NAICS Code: 524126  |

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Senior Vice President Implementation Services for Artisan Software, Inc.

Carol Haynes

Senior Vice President Implementation Services

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Carol Haynes

Senior Vice President Implementation Services

Frequently Asked Questions regarding Artisan Software, Inc.

  • Where are Artisan Software, Inc.'s Headquarters?

    Artisan Software, Inc.'s Headquarters are in 7676 Hazard Center Drive Suite 1540,San Diego,California,United States

  • What is Artisan Software, Inc.'s phone number?

    Artisan Software, Inc.'s phone number is +1 619-725-1350

  • What is Artisan Software, Inc.'s Revenue?

    Artisan Software, Inc.'s revenue is $1 - 10M

  • What is Artisan Software, Inc.'s NAICS code?

    Artisan Software, Inc.'s NAICS code is 524126

  • How many employees are working in Artisan Software, Inc.

    Artisan Software, Inc. has 7 employees

  • What is Artisan Software, Inc.'s Industry?

    Artisan Software, Inc. is in the industry of Financial Services

  • Who is Artisan Software, Inc.'s Senior Vice President Implementation Services?

    Artisan Software, Inc.'s Senior Vice President Implementation Services is Carol Haynes

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