About

23 Years of Service Excellence!

Artisan Software , Inc. is a leading provider of hosted enterprise-class compliance, compensation, imaging and workflow systems for both broker/dealers and RIA firms.

Founded in 1998 and based in San Diego, California, Artisan is a progressive developer of modern, efficiency-driven platforms that enable Broker-Dealers and Registered Investment Advisors to consolidate their back-office processing onto a single platform, thereby reducing costs and enhancing productivity.

Artisan's founding members have worked both as software vendors AND as broker-dealer back-office IT staff, so we truly understand the daily challenges that you have to work through.  We view each of our clients as business partners, constantly working on making the operation as efficient as possible.

ALL of our development support staff are located here in the United States, and cumulatively, we have a wealth of back-office experience that your B/D and/or RIA can benefit from.

We work exclusively with B/Ds and RIAs.  Our systems are geared toward providing very accurate commission/fee processing, compliance oversight, and document image handling, all tailored to how your firm does business.

Whether you are heading up a large Broker/Dealer or Registered Investment Advisor, or maybe you are running a small boutique firm, we are here to help!

Please feel free to reach out and schedule a web demo!