Client Reporting / Sales Presentations

CSA/CCA/Soft Dollar Programs by Firm58

Available from Firm58, Inc

Product Overview

CSA/CCA/Soft Dollar Programs by Firm58

Firm58's CSA/Soft Dollar solution allows clients to offer a high-value program to their customers and participants via a web-based, self-service interface. The solution automates client commission agreements, commission sharing arrangements, invoicing and payment workflow and is highly configurable to fit specific program needs. Web-based access provides participants with trade and status details. View pending and live balances, credits and payments, invoices in the queue, audit trail and copies of invoices in one place. Payment requests can be made online.

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