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IOISolution™ simplifies the tedious chore of tracking all your brokers and their related Indications and Allocations for all your companies.

With traders having hundreds of brokers to manage across multiple companies, IOISolution presents just those brokers with whom you want to trade, and will track the indications and the actual broker allocations for the buys as well as the associated sells.

IOISolution gives you the tools you need to leverage your brokers by providing you views into your historical P/L data by broker, by Doing Business As (DBA) companies, and date range. In addition, it provides you with the historical stock data of your deals.
Because you can monitor and update all your deal transactions in real time via the web, you not only gain efficiencies with the easy-to-use, intuitive interface but you eliminate the risk of errors due to re-enter into your accounting application.

IOISolution allows you to track important decision-making information such as Total Indications, Total Allocations, Total Outstanding Indications, Cash/DVP Remaining to Be Sold (long), the Total Amounts associated with Cash Broker Sells. You can tailor your views by Deal Date(s), Outstanding (Longs/Shorts), and by Deal Type (DVP, Broker Sells, and Trades).

IOISolution™ replaces cumbersome spreadsheets giving you a unified view into the data via the web. It streamlines the management of your Indications of Interest and/or actual allocations for:

• IPOs, Secondaries, OverNights
• Commission Trades
• Preferreds
• Convertibles
• Short Trades/Cover Short Trades

IOISolution gives you the automated edge when it comes to:

• Managing your brokers
• Flipping deals
• Tracking Buy and Sell transactions