Features of Prime Plus for Agency Broker Dealers:
Agency Broker Dealer is a highly competitive business with revenue streams realized through monetization of research reports by research analysts, high touch execution by Registered Rep/Trader as well as facilitation. MiddleLink Prime Plus for Agency Broker calculates profit and loss by keeping track of revenue/cost across the roles. Payout reports are interactive analytical tools to figure out the profitable relationship between sales person, client and research analysis.
- Revenue tracking including the Commission, CMTA Options, and Facilitation trading Profit and Loss for each sales person and client
- Track all the execution expense, clearing expense, Market data, FIX Connectivity and T&E expenses for sales person and the clients
- Easy to setup the commission sharing across multiple sales person
- Setup up Budget details by client and sales person and compare against the revenue
- Extensive reporting of revenue and Payout by:
- Client or Sales person
- Industry and Sector
- Region
- Client types
- Symbol
- Analyst Coverage
- Revenue and Volume
All the above reports are available for daily, monthly, quarterly and yearly time periods
- Setup recurring and adjustment journals
- Payout report for Sales person and research analyst for the month end
- Sales person to client coverage report
- Management reports that compares the revenue between similar time frames and against the budgets
For pricing or to schedule a demo, please contact us.
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