Protonix Overview

Protonix is a comprehensive brokerage management software designed to help brokerage firms manage their operations, from client onboarding and trade execution to compliance and reporting. The platform provides tools to manage client portfolios, track transactions, and ensure that trades are executed in a timely and efficient manner. Protonix integrates with multiple trading platforms, offering a seamless user experience for brokers, clients, and back-office teams. The software supports real-time trade tracking, risk management, and regulatory compliance, ensuring that brokers adhere to industry standards and legal requirements. Protonix also features reporting tools that enable brokers to generate detailed statements, performance reports, and financial summaries, providing transparency to both clients and regulatory bodies. With its powerful risk analytics and performance evaluation features, Protonix helps brokers make data-driven decisions to maximize returns and minimize risks. For brokerage firms looking to improve efficiency, reduce errors, and stay compliant, Protonix is an essential tool for managing every aspect of brokerage operations.

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Contact Details

  • Vendor Name Protonix
  • Founded
  • Location Romania

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Real Estate

Protonix Features

  • Arrow Icon For Brokers
  • Arrow Icon Commission Management
  • Arrow Icon Agent Management
  • Arrow Icon Commission Calculations
  • Arrow Icon Split Commissions
  • Arrow Icon Transaction Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Lead Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Document Management
  • Arrow Icon Accounting
  • Arrow Icon Contact Management
  • Arrow Icon Agent Onboarding
  • Arrow Icon Agent Recruiting
  • Arrow Icon Pipeline Management
  • Arrow Icon Checklists
  • Arrow Icon Deal Management
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Protonix Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Protonix FAQs

Protonix is a comprehensive brokerage management software designed to help brokerage firms manage their operations, from client onboarding and trade execution to compliance and reporting. The platform provides tools to manage client portfolios, track transactions, and ensure that trades are executed in a timely and efficient manner. Protonix integrates with multiple trading platforms, offering a seamless user experience for brokers, clients, and back-office teams. The software supports real-time trade tracking, risk management, and regulatory compliance, ensuring that brokers adhere to industry standards and legal requirements. Protonix also features reporting tools that enable brokers to generate detailed statements, performance reports, and financial summaries, providing transparency to both clients and regulatory bodies. With its powerful risk analytics and performance evaluation features, Protonix helps brokers make data-driven decisions to maximize returns and minimize risks. For brokerage firms looking to improve efficiency, reduce errors, and stay compliant, Protonix is an essential tool for managing every aspect of brokerage operations.

  • No, Protonix does not offer a free version.

  • Yes, Protonix offers a free trial.

  • No, Credit Card details are not required for the Protonix trial.

  • No, Protonix does not offer an API.

  • Protonix supports the following languages:
    • English

  • Following are the typical users of the Protonix:
    • Self-Employed , Small-Business , Midsize-Business

  • Protonix supports the following deployment:
    • Cloud Hosted

  • Protonix supports the following devices and operating systems:
    • Web-Based