Knowledge Center

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.

Technical Support

Get expert help from our dedicated support team. Available Monday through Friday with priority support for enterprise clients and 24/7 emergency assistance.

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Documentation

Comprehensive API references, integration guides, user manuals, and best practices for FVD, PBIN, and QBS platforms. Everything you need to get started.

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Case Studies

See how leading broker-dealers and financial institutions have transformed their settlement operations with Loffa. Real results from real clients.

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Regulatory Mapping

Navigate SEC, FINRA, and DTCC requirements with confidence. Our regulatory mapping tools connect compliance obligations to specific platform features and workflows.

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SIFMA Resources

Access SIFMA-aligned templates, SIA-150/SIA-151 form guidance, and industry standard documentation for prime brokerage and settlement operations.

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Blog

Stay informed with industry insights, product updates, regulatory analysis, and thought leadership from Loffa's team of settlement technology experts.

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Frequently 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 comprehensive documentation portal and dedicated account managers.

Do you offer training for new users?

Yes. Every implementation includes comprehensive training for your team, including 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.

Contact Support Call 480-405-9662