Financial Management

Maximize your Trading Profits with Cardinal Mark Financial Management

Our solution helps capital markets increase revenue and operational efficiency. Our trade operations platform helps manage billing, payments, compensation, positions, and client commission agreements across asset classes, including equities, futures, options, foreign exchange, and fixed income. The Cardinal Mark Financial Management Solution includes four products customers can select from.

Billing & Revenue Management

Have daily visibility into revenue streams and shorten the billing cycle, resulting in improved transparency, more satisfied customers, and faster payments.

Profit/Expense Analysis

Our software offers in-depth analytics to drive better decision-making, leading to increased profitability. This includes the ability to verify monthly execution invoices and other features, down to measuring effectiveness of a specific region, desk or even trader, and the profitability of each client.

CSA/Soft Dollar Program

Our product automates accounting processes for soft dollar programs, payment requests and payment reporting. Transparency enhances customer satisfaction and improves loyalties.


Our product provides daily online coordination and review of trading regulatory activity to ensure firms are meeting growing requirements, as well as tracks and manages trades and creates an audit trail to reduce firm risk.

Get started today

To learn more and find out if Cardinal Mark Prime makes sense for other areas of your business, just connect with your primary Cardinal Mark contact, or reach us at