Finmax Tech solutions are targeted towards filling specific gaps in the business processing pipelines of small to mid-size broker dealer firms as well as buy-side firms. The focus in such firms is on sales and trading strategies for customers as well as for proprietary trading. MIS to assist in trading decisions as well as in assessing revenues from customers or production of sales/traders is often in spreadsheets. In growing firms, these spreadsheets quickly become large and unwieldy. The process of invoicing customers for commissions is manual as well as is the process of tracking collections against invoices is manual.

Our solutions fill such gaps and help in establishing a controlled process that is becoming increasingly crucial in the financial markets particularly in light of regulations in place and those yet to come.