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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.

About

Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard.

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

Anyone searching for an investment management platform

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

No information available.
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

Juniper Square
Founded: 2014
United States
www.junipersquare.com

Alternatives

Alternatives

Re-Leased

Re-Leased

Re-Leased Software Company
IMS

IMS

RealPage
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

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

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

Integrations

Compudyne
Docusign
Gmail
Google Analytics
Lob
Mailchimp
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer
Claim FoxTrot Software and update features and information
Claim FoxTrot Software and update features and information
Claim Juniper Square and update features and information
Claim Juniper Square and update features and information