Maestro
Back-office platform.
- Commissions and RIA fees
- Compliance and suitability
- Document imaging
Back-office software that knows the back office.
Maestro consolidates commissions, compliance, and document imaging onto one hosted platform — built since 1998 by people who actually ran broker-dealer back offices.
Trusted by firms
around the country
Northbridge
Cascade
Meridian
Halyard
Sterling
Three products. One integrated platform.
Run the back office, route the work, and give your reps a window in — without stitching tools together.
Workflow
Task routing engine.
- Route action items to the right staff
- Real-time status updates
- Dashboard alerts
Repertoire
Field-rep self-service portal.
- 24/7 access to commission data
- Submit accounts and documents
- License and 1099 tracking
Why Artisan.
Four reasons firms move off legacy systems and spreadsheets — and stay.
Built by operators.
Founders worked as both software vendors and broker-dealer back-office IT staff. We've lived the problems we solve.
27 years in.
Founded 1998. Still independent. Still focused.
100% US-based team.
All development and support staff based in the United States. Call us, get a real person.
Exclusive B/D and RIA focus.
We don't dabble in adjacent industries. This is all we do.
Who we serve.
Built exclusively for broker-dealers, RIAs, and the teams keeping them compliant.
Broker-Dealers
Independent B/Ds running commissions, suitability, and document imaging on one hosted platform — without stitching legacy tools together.
Solutions for B/Ds
RIA Firms
Fee billing, household management, and compliance workflows for registered investment advisors growing past the spreadsheet stage.
Solutions for RIAs
Compliance & Operations
Reg BI, 17a-3, OFAC, and suitability checks routed to the right staff automatically. Audit-ready records without the audit panic.
Compliance Tools
Compliance
Compliance that keeps up with the regulators.
Every transaction routed through Maestro runs through individual and aggregated compliance checks. Issues flag to the right staff dashboard automatically. Nothing falls through the cracks.
- Reg BI ready
- 17a-3 letters
- OFAC and FinCEN checks
- Suitability monitoring
- Advertising reviews
- Service requests
- Real-time compliance alerts
From spreadsheet chaos to one source of truth.
Disconnected spreadsheets, email threads, and one-off tools create the audit panic. Maestro replaces the tangle with one hosted platform.
STEP 01
Today.
Spreadsheets, fragmented tools, manual reconciliation, audit panic.
STEP 02
Implementation.
Hosted setup, US-based onboarding, data migration handled.
STEP 03
After Maestro.
One platform, automated processing, audit-ready records, time back.
Most firms come to Artisan stitched together with three or four tools and a stack of spreadsheets. Within a quarter, they're running on one platform — and getting their evenings back.
Before / After
What changes once you're on Artisan.
Before
Spreadsheets sprawled across the team.
Commissions in one workbook, suitability in another, reconciliations in email threads. Nothing ties together.
After
Maestro — one back-office platform.
Commissions, RIA fees, compliance, and document imaging all live in one hosted system of record.
Before
Compliance fire drills before every audit.
Reg BI, 17a-3, OFAC, and suitability checks scattered across people and tools. You only know there's an issue when the regulator asks.
After
Automated compliance monitoring.
Every transaction runs through aggregated checks. Exceptions route to the right staff dashboard the moment they trigger.
Before
Reps calling the back office for every commission question.
Statements, 1099s, license renewals, account submissions — all funneling through your operations team's inbox.
After
Repertoire — 24/7 rep self-service.
Reps get their own portal for commission data, document submissions, and license tracking. Your team gets its day back.
27 years
In business (since 1998)
100%
US-based dev and support
1 platform
Commissions, compliance, imaging
24/7
Rep self-service access
"We built Maestro to be the system we wished we'd had when we were running back offices ourselves. Every feature solves a problem we lived through."
Stop reconciling. Start running.
Schedule a 30-minute working session. We'll walk you through Maestro using examples relevant to your firm — not a canned demo.
Or call 619-725-1350.