Marketrax Additional Features

Marketrax offers an extensive set of standard reports, as well as a built-in customer-query function to enhance your data with more detailed information and save for subsequent use.

Because some representatives in the investment fund marketplace use multiple dealer/representative codes, Marketrax also contains a special “parenting” function that tracks all transactions for multiple dealer/representative codes and reports them under one single “parent” code. This added functionality means you have the ability to conduct a true evaluation of a broker’s business with your firm.