Maestro boasts a full range of production and management reporting tools that allow for unparalleled slicing-and-dicing of your firm’s data.

Reports are easily accessed, and can be quickly tailored to the user’s specific needs by using the built-in query tools. From there, report setups can be saved in the user’s personal space, or made generally available to all of your firm’s users.

Among the dozens of reports available, some of the more popular include:

  • Sales/Production Totals Daily Trade Blotters
  • Commission Summaries Compliance Rule Violations
  • Client/Rep/Transaction Logs Aged Receivables
  • Fee Summaries Licensing Issues
  • Suspicious Activity (Excessive Commission Rate, Low Share Price, etc.)
  • Production Rankings (Reps, Product Types, Vendors, etc.)