Related Products
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About
FinmaxTech helps global sell-side & buy-side firms, banks, FCMs, and financial services institutions drive transformation through technology, design, insights, and people. Our suite of products handles, Options, Equities, Futures, Emission products, Electricity, Gas, and Oil derivative products. It has several modules that handle Order/Execution processing from venues such as TRAFiX, Fidessa, Trayport, Sphirra and TT, into sophisticated feature rich blotters. Orders can be allocated and ticketed into internal backoffice systems. In addition our solutions have modules for PDF confirmations, European Confirm Matching at Equias, REMIT Reporting, LTID Breach reporting etc. FinmaxTech solutions can also generate invoices and then track payments against the invoices and track writeoffs. Comprehensive rule engine based commission calculation and fee calculation is also handled.
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About
Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Broker Dealers in Options, Equities, Futures, Energy, Energy Derivatives, Weather, Environment
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Audience
Businesses searching for an online information system for easy creating and managing Business proposals
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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PricingBased on Implementation
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFinmaxTech
Founded: 2010
United States
www.finmaxtech.com
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Company InformationOfferis
Founded: 2008
Slovakia
www.offeris.com
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Categories |
Categories |
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Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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