FirmSoft is a browser-based order management tool that provides real-time access to information on working and filled orders across multiple firms. This information can be utilized for important risk mitigation functionality.
Watch this video for an overview of FirmSoft functionality:
Watch this video for an overview of User Administration for FirmSoft, which includes how to create entitlements for new users and edit entitlements for existing users.
FirmSoft User Help System
For details about using FirmSoft, refer to the FirmSoft User Help System.
For a listing of other front-end User Help Systems, visit the WebHelp page.