Somos-en
12664
page-template,page-template-full_width,page-template-full_width-php,page,page-id-12664,strata-core-1.0.5,strata-child-theme-ver-1.0.0,strata-theme-ver-3.1.1,ajax_fade,page_not_loaded,wpb-js-composer js-comp-ver-6.0.3,vc_responsive

Mission

To provide financial solutions for small and medium enterprises, increasing their productivity at affordable costs.

Vision

To be a certified enterprise that provides a high quality service, allowing our clients to jump into the digital era in their processes.

logo phoenixsoft

Trajectory

In 2002, we began the development of the Open Source version of financial products that are in charge of controlling the entire flow of the buy/sale of bonds, focused on the USA’s market, for diverse companies, such as: Vestrust, Hencorp, Dresdner Lateinamerika Financial Advisors and  EFG Capital, creating applications that we provided with support, maintenance and the addition of new features.

 

From the experience gained, we detected the our clients’ need for modular solutions, of quick implementation at low costs, which is why in 2009 we launched our first product, Trade Blotter©, an OMS (Order Management System) developed in Microsoft platform. It is a modular system, robust, user friendly and easy to maintain, which has been in production since 2010. It is a tool that allows to manage the workflow starting with a client call, the purchase of the Asset in the street side, closing the transaction and sending of all the tickets to Pershing and/or INTL, the clearing partners, automatically reporting to FINRA all the bonds in its daily list, providing a great variety of reports that allow users and administrators to be up to date with everything negotiated, completely eliminating the use of paper.

Values

  • Ethics. To protect the enterprises as if they were our own, prioritizing the confidentiality of our clients’ information.
  • Leadership. We are specialized in software solutions for small and medium enterprises.
  • Quality. High and personalized.
  • Usability. Products that suit the client’s needs, not the other way around.
  • Experience. Over 12 years developing products for the financial industry.
  • Friendliness. Intuitive, easy to use products, focused on the final user.
  • Integration. With market leaders.
  • Flexibility. Allowing clients to acquire our products modularly, according to their needs.

5

System modules under regulations

33750

Lines of Code

10

Years of development

50

Implemented projects

Our team of experts

Isaac Salsberg Sarlay
Chief Executive Officer

Computer engineer, graduated from the National Autonomous University of Mexico (Universidad Nacional Autónoma de México), with a Master’s degree in Computer Science, awarded by the National Polytechnic Institute (Instituto Politécnico Nacional). Worked as Technical Support Manager in FONATUR, Integration Consultant in GE CAPITAL ITS, Systems Manager in Dresdner Lateinamerika Financial Advisors, Miami Fl, USA and founder of Phoenix Soft, LLC, the firm that developed the Trade Blotter® System.

Alberto Honorato Mejía
Development Manager

Computer Systems Engineer, Researcher at the National Institute of Electricity and Clean Energy (Instituto Nacional de Electricidad y Energías Limpias) and currently in Phoenix Soft, LLC

Ricardo Fuentes
Sales Manager

Specialized in technical sales.
Representative for Phoenix Soft LLC.
Leader in the launching of the Trade Blotter® System in North America.

Customer Support

Support all year round

Because we know how vertiginous the market is, we are by our clients’ side whenever they need it, for as long as they need it.

Specialized technical support

Providing continuous maintenance to the system, debugging it and rendering it more efficient.

Development that suits you

Each client has different needs, which is why we offer you the feasibility of developing and integrating new solutions into the Trade Blotter System.

support@tradeblotters.com