The back-office platform that keeps pace
with you.
Maestro consolidates commission processing, compliance reporting, and transaction workflows into one configurable system — purpose-built for the way modern broker-dealers and RIAs actually operate.
Manual systems and legacy tools slow growth and drive up cost.
Many systems in use across the Broker-Dealer and RIA communities are either terribly obsolete or quickly outgrown. Others are far too complicated. Either way — firms pay for it in time, errors, and missed opportunity.
Obsolete & outgrown systems
Legacy platforms can't keep up with today's pace. Compliance reporting, transaction processing, and payouts are too basic for a growing broker-dealer.
Bloated, over-complicated tools
Users wade through a maze of features that don't apply to the task at hand. Cumbersome, inefficient, and hard to learn.
Spreadsheet sprawl
Migrating away from spreadsheets means escaping the inaccuracies and headaches they introduce every commission period.
A shifting regulatory landscape
New rules like Reg BI keep arriving. Most systems simply can't adapt fast enough to keep firms ahead of them.
Introducing Maestro.
The major design consideration was simple: simplify the workflow and consolidate as much business-rule processing into the system as possible. The result is a comprehensive, dynamic, and robust platform that eliminates manual tracking of individual commission and fee items every period — while flexing to handle the variable nature of rep compensation packages.
One platform. Built for how modern firms run.
Simplified Workflows
Cut through the noise. Maestro surfaces only what's relevant to the task at hand.
Automated Commission Processing
A flexible processing engine handles the variable nature of every rep compensation package.
Reg BI–Ready Compliance
Adapt as the regulatory landscape evolves. Built-in workflows keep you ahead of new requirements.
Consolidated Business Rules
Stop tracking line-items in spreadsheets. Maestro centralizes rules so processing is consistent and auditable.
Connects to What You Use
Integrates with clearing firms, custodians, and the tools already running your back office.
Built to Evolve With You
Dynamic and configurable — Maestro adapts to your firm's growing and changing requirements.
From manual tracking to automated orchestration.
Maestro removes the per-period scramble. Once your business rules live in the platform, processing happens consistently and transparently — every cycle.
- 01
Configure your rules once
Encode commission grids, splits, overrides, and compliance checks at the system level — not in spreadsheets.
- 02
Maestro processes every period
The engine automates calculations, applies the right rules per rep, and flags exceptions before they snowball.
- 03
Report, audit, and adapt
Stay ahead of compliance changes. Generate reports and respond to new requirements without rebuilding the system.
More tools for a fully digital back office.
See Maestro in action.
Walk through your firm's workflow with our team. We'll show you exactly how Maestro consolidates the back office on one platform.