Tags: reporting

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09/26/2016

Permalink 02:45:00 pm, by Dana Comolli Email , 784 words   English (US)
Categories: Backoffice, Compliance, CTA Operations

How the Right Technology will Simplify Your Life - part 2

In the previous article I discussed how technology can help CTAs with back office tasks and potential headaches. Here I am looking outside the trade, to setting up and collecting and distributing performance information, especially to clients. more »

01/18/2016

Permalink 10:36:00 am, by Dana Comolli Email , 683 words   English (US)
Categories: Reconciliation, Accounting, Futures Trading, Backoffice, Compliance

3 New Year's Resolutions for CTAs: Get your house in order

A goal for any trader is to get their house in order. That is, make sure your business is solid, your back office efficient and your reporting clean. To help out, we came up with three resolutions all CTAs should strive for this year. more »

11/19/2014

Permalink 05:22:00 pm, by Dana Comolli Email , 143 words   English (US)
Categories: Accounting, Backoffice, Reporting, Compliance

One Click NFA Performance Capsule

Producing the required NFA Performance Capsule for each of your programs can be a time consuming and error-prone task, especially for advisors with large numbers of accounts or ones with high-turnover. You must update your disclosure document with this… more »

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