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What is FoxTrot Software?

For more than twenty years, FoxTrot has been at the forefront of providing outstanding software that streamlines the operations of commissions departments. Our objective is to improve every aspect of commission management, whether it’s through seamless one-click imports of statements or offering detailed daily blotters, payroll calculations, and real-time broker statements. We have a strong understanding of the unique requirements of small to mid-sized broker-dealers, which informs our customer-centric approach. By fostering a collaborative and friendly partnership, we create an environment conducive to growth. Our innovative software not only adapts to the scale of your business but also allows you to operate efficiently without the need for increasing your workforce. Through close collaboration with our clients, we maintain a proactive “Yes!” attitude when addressing challenges. As a result, we have developed a robust system that caters to nearly every conceivable commission scenario while ensuring a dependable framework for daily operations. Our commitment to enhancing our software continues as we respond to the evolving demands of our clients, ensuring they always have the tools necessary to succeed in a dynamic market. We believe that this dedication to improvement is what truly sets us apart in the industry.

What is EFAdrin?

EFADRIN operates as a crucial buy-side SaaS platform that supports the front and middle office operations of its users. This platform was created in response to the difficulties encountered by fund managers and family offices, who often deal with multiple Excel spreadsheets that are regularly downloaded from different systems, altered, and connected to real-time data through market data vendor add-ins. With EFADRIN, these cumbersome spreadsheets can be automated, thus simplifying processes for your team. Our platform provides direct integration with your prime broker, allowing for the collection of trade and custody data, which aids in conducting daily or monthly reconciliations with your fund administrator. This seamless exchange of trade data allows us to offer a shadow portfolio management system, which helps you keep track of your investment ideas and target prices, assess performance metrics, enhance risk management, and fine-tune your portfolio for optimal returns. By leveraging our platform, clients can greatly minimize the manual errors that come with spreadsheet usage and elevate their overall operational effectiveness. Additionally, EFADRIN's ability to consolidate data into a single view further empowers teams to make informed decisions quickly and accurately.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$7500 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FoxTrot Software

Date Founded

1987

Company Location

United States

Company Website

www.foxtrotsw.com

Company Facts

Organization Name

EFAdrin

Date Founded

2003

Company Location

Hong Kong

Company Website

www.efadrin.com

Categories and Features

Investment Management

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

Categories and Features

Investment Management

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

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