Sales Reporting

As trades are allocated within PositionWatch, sales reps and management have the ability to generate commission/sales reports for any desired date range. Sales reports group summary sales/commissions by client, symbol or by IA/RR Code with the ability to drill down to see more detailed trade history. Information can sorted in any manner to tune the analysis (i.e., - Highest commission symbol, highest commission/share client).

Sales reps have the ability to only access their clients and the commission/sales history. The sales by symbol module allows the definition of filter lists that can be used to run queries only showing the sales history on specific group of symbols. This is useful for performing reporting by sector or analyst coverage lists.

Contact Information

Position-Watch.com           

Telephone: (416)642-9043

Email: info@positionwatch.com

About Us

PositionWatch is complete middle office solution providing firms with Position Management,Ticketing,Risk Management ,Compliance and Management Reporting.PositionWatch reduces the ticketing costs and increases the resource efficiencies with seamless integration to all of the backoffices

Positive SSL on a transparent background
© PositionWatch, 2014