Related Products
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About
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
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About
For the past 23 years, FoxTrot has continued to provide great software to make the operations and commissions departments' lives easier. Our mission is to streamline every aspect of the commissions department: from replacing Excel with one-click statement imports, to robust daily blotters, to payroll calculations and streaming broker statements. We love small to mid-size broker-dealers because we speak your language. We pride ourselves on a warm partnership style. Our growth-oriented, forward-thinking software is scaled well to grow with you, without adding more employees. Working closely with our clients, we have developed a "Yes!" approach to finding solutions. The result is a robust system developed to handle virtually every possible commission scenario while supplying a solid foundation of daily functions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professionals in need of a solution for stewardship of complex family wealth
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Audience
Operations and commissions departments
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2000.00/year
Free Version
Free Trial
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Pricing
$7500 one-time payment
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationComplex Interests
Founded: 2012
United States
complexinterests.com
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Company InformationFoxTrot Software
Founded: 1987
United States
www.foxtrotsw.com
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Alternatives |
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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