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The Stock Brokering System with Finance is a robust back office application that could handle the volume of trade and cater the need of automating the manual business operations in the back end of a Stock Brokering Firm. With the expansion of capital (equity) markets globally, broker firms require a robust back office application that could handle the volume of trade and cater the need of automating the manual business operations in the back end of the firm.
With this objective in mind our solution has been developed to cater the requirements of the stock brokering industry. All the features are unique to this industry have been taken into consideration so as to provide a comprehensive and effective securities processing software solution. The Stockbroker Back Office System encompasses the accounting functionalities integrated with the transactions & settlement processing components of the business.
The following features are included in SAVIT: |
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Facility for maintaining an equity portfolio valuation for each client portfolio separately |
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Client receipts & payments tracking for transactions are handled on behalf of the client in the market |
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Facility in generating a summarized Contract Note for the transaction |
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Facility for creating and maintaining client exposure & credit control setting |
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Facility in monitoring the Client margin lending account |
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Facility to keep track of Client document movement to the CDS |
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Facility for monitoring of each client’s equity and cash settlements |
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Monitoring of Advisor performance & client credit follow up |
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Facility for the Advisor to splice & dice market statistics to create meaningful information to base the advice on |
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Facility in synchronizing the Client data between the system database and the CDS to maintain integrity |
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Facility in generating report for Stock Exchange surveillance compliance |
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Facility in performing daily Stock Exchange trade uploads and downloads with data integrity checks during the processing of the data |
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Facility in maintaining corporate announcements (Bonus, Rights & Dividend etc.) |
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Facility in generating regular portfolio & trade settlement reports as an E-mail to the client |
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Facility for generating E-mail notification for due payments & trade confirmation to the client |
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Easy to use rich user interface experience |
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Centralized database with distributed process model |
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Easy branch integration |
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Flexibility to adapt with the CSE business rules changes |
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Centrally managed System Security and Administration |
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Data upload with Rollback capability |
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