SOFTEK | YOUR FIRM | FINANCIAL GROWTH

YOUR FIRM

“We had one instance, even while still testing Credit Monitor, where an FA was putting on option positions with large requirements. Credit Monitor gave us accurate figures in real time, allowing ample time to take appropriate market actions. The application assembled option strategies and requirements instantly, so we could resolve the issue
quickly and effectively"

Camile Grande, Executive Director, Margin

VIEW OUR WORK

NEWS & INSIGHTS

EXCEPTION MANAGER FOR MARGIN CALL LIFECYCLE AUTOMATION

We’re excited to announce the release of our new Exception Manager module — a powerful enhancement to our platform that automates the full lifecycle of margin calls from creation to closure.

The Nexus platform is a highly configurable web application that allows consolidation of multiple technology vendors into one solution.

COMPLIANCE & SUPERVISION BY NEXUS

The Nexus platform is a highly configurable web application that allows consolidation of multiple technology vendors into one solution. Whether you’re a BD or RIA, Nexus offers a perfect balance between providing regulatory compliance and supplying the majority of basic operational tools required by individual advisors and for your firm to advance your book of business, all while retaining the ability to accommodate the differences encountered from firm to firm and advisor to

Calculating fees for accounts receiving advisory services is frequently expensive, inefficient, time-consuming, or some combination of all those factors

COMPENSATION MANAGEMENT BY NEXUS

The Nexus platform is a highly configurable web application that allows consolidation of multiple technology vendors into one solution.