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The leader in automated workflow solutions for financial services companies.

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Loffa Interactive Group creates technological solutions for financial services firms. As an experienced group of operational consultants, we work hard every day to bring financial broker transaction services into the digital age with secure, easy-to-use web applications that create more efficiencies and reduce compliance risks.

Our cloud-based platform is comprised of three combinable point solutions designed to help organizations streamline processes, improve staff efficiency, automate workflows and reduce costs—all while helping you go green.

• Freefunds Verified Direct™ – For managing the Letter of Free Funds (LOFF) process

• Quarterly Broker Statement™ – For automating the quarterly confirm process

• Prime Broker Integrated Network™ – For overseeing the Prime Brokerage agreement and document process

Based in Scottsdale, Arizona, our team has deep experience in the financial services industry, at large and small companies across the United States. Loffa’s founding members possess over 75 years of combined operational experience within the following industries:

• Broker/Dealer Financial Services

• Information Technology/Software Development

• Human Resources and Operations

• Insurance

• Real Estate

• Sales and Marketing

We have the expertise, the insight and the vision to create innovative technology solutions that make a real difference. We’re the future of financial services workflow—and you can be on the forefront with us.