Artisan Software, Inc. Information

Before we built software for the back office, we worked in it. Artisan Software has spent nearly three decades on a single focus: compensation, compliance, and workflow software purpose-built for wealth management firms. No adjacent markets, no distractions — just the tools broker-dealers and RIAs actually need to run their back office. Maestro consolidates commission/fee processing, compliance monitoring, and document imaging into one hosted platform — replacing the spreadsheets, email threads, and reconciliation calls that create audit panic. Every transaction and account runs through aggregate compliance checks that flag issues to the right staff automatically, with a full, unalterable audit trail behind every change. Repertoire puts that same data directly in reps' hands: 24/7 self-service access to payout data, new business submission, and license tracking, without a call to the back office. Integrated Workflow routes approvals and compliance items to the right person automatically — configured by your own back office team in a no-code editor, not hardwired by us. We just completed Maestro 4: a ground-up rebuild — new design, new architecture, and nearly three decades of domain-specific IP behind it that can't be shortcut. Founded in 1998 and still independent, Artisan is 100% US-based from development through support, hosted on SSAE 18-audited infrastructure with SOC 1/2/3 Type II certification. We work with independent broker-dealers, RIA firms, and the compliance and operations teams keeping them audit-ready. 📍 San Diego, CA 🌐 artisansoftware.com 📞 619-725-1350