Theorem

Theorem

Theorem Technologies
+
+

Related Products

  • Sharesight
    500 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Dynamo Software
    62 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Everstage
    3,267 Ratings
    Visit Website
  • Tai TMS
    167 Ratings
    Visit Website
  • Signalmash
    1 Rating
    Visit Website
  • CDK Global
    332 Ratings
    Visit Website
  • Lodgify
    4,036 Ratings
    Visit Website
  • Stripe
    3,736 Ratings
    Visit Website

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.

About

Theorem is a post-trade processing and data management solution that delivers aggregated reporting, trade workflow, matching / affirmation, and data movement, all in an online portal that requires no local install or technician to get started. Use Theorem to connect data collected from brokers, exchanges, and trading systems or your own internal systems and manage it according to your specific needs. Since there’s no heavy install, leverage the entire platform for a complete solution or simply choose what you need now. The moment a trade is executed, Theorem ensures accurate post-trade processing by allocating trades and performing trade matching against executing and clearing counterparties. Theorem harmonizes data, analytics, and other insights across brokers, accounts, and portfolios, offering you access to actionable insights while providing your stakeholders with advanced analytics and easily understood risk reports.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Operations and commissions departments

Audience

Traders and any user in search of a platform to manage all their digital operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$7500 one-time payment
Free Version
Free Trial

Pricing

$500.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FoxTrot Software
Founded: 1987
United States
www.foxtrotsw.com

Company Information

Theorem Technologies
Founded: 2018
United States
www.theorem.io

Alternatives

Alternatives

Axys

Axys

SS&C Advent
AdvisorWare

AdvisorWare

SS&C Technologies
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Categories

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

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

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Integrations

No info available.

Integrations

No info available.
Claim FoxTrot Software and update features and information
Claim FoxTrot Software and update features and information
Claim Theorem and update features and information
Claim Theorem and update features and information