Increase Your Team’s Engagement And Productivity
Loffa Product Line
Letter of Free Funds Solution
Track open and non-responded Letter of Free Funds (LOFF) requests.
Protect against possible free-riding activity.
Comply with SEC Reg. T 220.8 and SEC 17a-4 storage requirements.
Quarterly Confirm Solution
Centralize Fail Types, making proper supervision easier.
Easily comply with SEC 17a-13 within 7-business days rule.
Address all related SEC Rule 5a Audit reporting needs.
Prime Broker Documentation Solution
Instantaneously send SIA Form 150 & F1SA agreements.
Reduce unnecessary DKs due to missing Prime Broker forms.
Close agreements and send sub account additional and deletion reports.