Payout & Account Coverage System

PACS provides automation and aggregation of trade and position data. Effective controls to improve sales and client relationships. Sophisticated online reporting. The right tool to manage your Clients and Compensation.

Product Summary
INTEGRATION • Easy Integration with various Clearing Brokers
• Integration with various Trading platforms
QUERY • Suite of interactive screens to manage Compensation
• P&L management
• Share timely data with Management, Sales, Trading and Support
CORE • Pay rates for Commission, Sales Credit, P&L, Research & AUM
• Full suite of Reconciliation reports
• Data Repository containing all your trades and positions


Organized Salesperson Worksheet
Consolidate Revenue and Pay information for each client

 


Sophisticated Online Reporting
Full suite of interactive reports, putting your revenue, expense and compensation data at your fingertips