FoxTrot Software, LLC

FoxTrot Software, LLC

  • Sea Gull Plaza 560 N Coast Highway 101 Ste 7
  • Encinitas, California
  • 92024-2040

Description

FoxTrot Software is a leading-edge developer of Broker Dealer Back Office Management Software. Our mission is to provide Broker Dealers and Financial Services Divisions of Banks with the best suited and most efficient software solutions for their continued growth and prosperity. Over the years, we have listened to and supported the needs of Broker Dealers both large and small across the United States. The result has been a comprehensive automated software solution to Broker Dealer back office management. Brokers may now have Online Access to review, print or download a variety of reports including their Commission Statements, Client Lists, Production Reports and Consolidated Client Account Position Reports. The latest addition to online access allows brokers to interactively fill-out any PDF form online with their existing client data. Typical forms include your New Account Form, Transfer or Rollover forms. The FoxTrot System is primarily designed for Broker/Dealers, and is currently installed at brokerages, brokerage divisions of banks and credit unions, and brokerage clearing firms across the United States.

Products & services

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