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
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
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
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 VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
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 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
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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Integrations
No info available.
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Integrations
No info available.
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