Resources & Support
Everything you need to get the most from Loffa's platform. From technical documentation to industry insights, we're here to support your success.
Video Series: Moving to Self-Clearing
A four-part video series on the regulatory work your clearing firm does for you, and what changes when you clear your own trades. All four parts are out now.
Watch the SeriesTechnical Support
Get expert help from our dedicated support team. Available Monday through Friday with priority support for enterprise clients and 24/7 emergency assistance.
Contact SupportDocumentation
API references, integration guides, user manuals, and best practices for FVD, PBIN, and QBS platforms. Everything you need to get started.
View DocsResearch
Research write-ups on AML risk in Letters of Free Funds, the Rule 17a-13 verification, prime brokerage, and done-away trades.
Read ResearchRegulatory Mapping
Navigate SEC, FINRA, and DTCC requirements with confidence. Our regulatory mapping tools connect compliance obligations to specific platform features and workflows.
Explore MappingSIFMA Resources
See the FVD, PBIN, and QBS products we presented at the 2024 SIFMA Operations Conference, with the booth video.
Access ResourcesBlog
Stay informed with industry insights, product updates, regulatory analysis, and thought leadership from Loffa's team of settlement technology experts.
Read BlogFrequently Asked Questions
How do I get started with Loffa's platform?
Contact our team for a personalized demo and onboarding consultation. We'll assess your specific needs, walk you through the platform, and create a tailored implementation plan. Most clients are fully operational within 4–6 weeks.
What kind of support is available?
We offer tiered support including standard business-hours support, priority response for enterprise clients, and 24/7 emergency assistance. All clients have access to our documentation portal and dedicated account managers.
Do you offer training for new users?
Yes. Every implementation includes training for your team: live sessions, recorded tutorials, and hands-on practice environments. We also offer ongoing training for new team members at no additional cost.
How does Loffa handle regulatory updates?
Our compliance team continuously monitors SEC, FINRA, and DTCC regulatory changes. Platform updates are deployed proactively so your workflows remain compliant without manual intervention. We also publish regulatory alerts and analysis on our blog.
Can't Find What You're Looking For?
Our team is ready to assist you with any questions about our products, documentation, or implementation. Reach out and we'll get back to you within one business day.