Ben Leong's Contact Details

Ben Leong's Company Details

Artisan Software, Inc.

San Diego, CA, US • 20 - 49 Employees
Financial Services

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 firm's 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.