If you have supervisory responsibilities at your firm, you have a lot to think about: compliance issues, business development, training and recruitment — the list goes on and on.

You could use some help. And that's why we've introduced Trade Blotter, part of BETALink's Management Workbook. Using Trade Blotter, we can automate the information we make available to you, making it easier for you to spot trading patterns and other activities that may require you to take action.

Here are some of the key features you will get from Trade Blotter:

Highlighted transactions — Trade Blotter highlights two types of transactions: trades requiring review of account details and trades highlighted solely for informational purposes.

Parameters — Based on your firm's type of business and risk tolerance, you can set the parameters on how transactions are highlighted in high-yield security purchases, uncovered options, low-priced securities, short sales, discretionary accounts and employee accounts.

Demographics — Drawing on information that you provide us, Trade Blotter will make available certain demographic information, such as birth date, annual income, net worth and investment objective.

Your experience, vigilance and standards are the most important factors in ensuring that your firm stays in compliance with all regulatory and ethical guidelines. And Trade Blotter can help you do your job even better.