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TotalBrokerage

TotalBrokerage is a cloud-based order and execution management system designed for brokers, enabling seamless trade execution, real-time market data, and advanced analytics to optimize trading performance and enhance client relationships.

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Reviews and Ratings of TotalBrokerage

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G2 Rating

4.7 (19 Reviews)

SaasGuro Rating

Overall 4.7 (149 Reviews)
Value for Money
Ease of Use
Support

Capterra Rating

4.7 (130 Reviews)

TotalBrokerage Product Reviews

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TotalBrokerage

Insights from field experts about TotalBrokerage from first hand

R. Evans

I've had an exceptional experience with TotalBrokerage, streamlining my trading and portfolio management processes. The user-friendly interface and robust features have saved me valuable time, allowing for informed decisions and improved overall performance. Highly recommended!

T. Torres

I've had an outstanding experience with TotalBrokerage. The intuitive interface and robust features have streamlined my brokerage operations, allowing me to focus on high-value tasks while maintaining accurate records and efficient communication with clients. Highly recommended!

S. Evans

I've had the pleasure of utilizing TotalBrokerage's platform and it has been an absolute game-changer for my trading endeavors. The intuitive interface allows me to easily navigate and execute trades with precision, while also providing valuable insights through their robust analytics tool...

B. Lewis

I've had an exceptional experience with TotalBrokerage - their user-friendly interface and robust features have streamlined my trading process, saving me time and increasing my productivity, making it a must-have tool for any serious trader.

R. Allen

I've experienced seamless trading and portfolio management with TotalBrokerage's intuitive platform. Their real-time market data, customizable dashboards, and robust reporting features have significantly streamlined my investment process, saving me valuable time and effort.

M. White

I'm extremely satisfied with my experience using TotalBrokerage. The user interface is intuitive and easy to navigate, making it simple for me to find and execute trades quickly. I appreciate how the platform provides real-time market data and analytics, allowing me to make informed decisi...

TotalBrokerage is best fit for these top industries

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Manufacturing

Manufacturing industry software for production planning, quality control, and supply chain management. Advanced solutions to monitor processes, ensure product standards, and track materials. Trusted by manufacturers to support reliable and high-quality production.

Hospitality

Hospitality industry software for hotel management, guest services, and booking operations. Top solutions to handle reservations, manage staff, and improve guest experiences. Trusted by hotels and resorts to support efficient and welcoming hospitality services.

Agriculture

Agriculture industry software for crop management, livestock tracking, and supply chain operations. Advanced solutions to monitor growth, manage resources, and ensure sustainability. Key tools for efficient and productive farming practices.

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Frequently asked questions about TotalBrokerage

Find answers to the most relevant queries to be able to make decisions right away.

What is TotalBrokerage?

TotalBrokerage is a cloud-based trading and compliance platform designed for broker-dealers, introducing brokers, and registered investment advisers.

Is TotalBrokerage compliant with regulatory requirements?

Yes, TotalBrokerage meets or exceeds all relevant regulatory requirements, including FINRA, SEC, and MSRB rules.

Can I customize the software to meet my firm's specific needs?

Yes, TotalBrokerage offers customizable workflows, reporting, and integrations to meet the unique needs of your firm.

How does TotalBrokerage handle customer data and confidentiality?

TotalBrokerage takes customer data security seriously and adheres to industry-standard encryption protocols (PCI-DSS Level 1) to protect sensitive information.

Can I access TotalBrokerage from anywhere on any device?

Yes, TotalBrokerage is a cloud-based platform that can be accessed from any web-enabled device with an internet connection.

Does TotalBrokerage offer training and support for its users?

Yes, TotalBrokerage provides comprehensive user guides, online tutorials, and dedicated customer support to ensure users get the most out of the software.

Can I integrate TotalBrokerage with my existing systems or tools?

Yes, TotalBrokerage offers pre-built integrations with popular systems and tools, as well as a developer API for custom integrations.

Is TotalBrokerage regularly updated to address changing regulatory requirements?

Yes, TotalBrokerage has a dedicated development team that continuously updates the software to ensure it remains compliant with evolving regulatory requirements.

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