Core brokerage system
Definition and management of client service processes, including the creation and management of questionnaires, brokerage accounts, segments and services.
Market data distribution and processing
Access to market data in real time with efficient data processing. The solution can be integrated with stock exchanges and banking systems, e.g. by using the FIX protocol.
Effective processing of both simple and advanced orders. During order placement, due to the customizable mechanism of pre-transaction risk control, the system provides an adequate level of security and reduces the time it takes for an order to be delivered to the trading platform. The solution has a high-performance engine for placing orders based on market conditions.
Portfolio presentation & reporting
Online valuation of client portfolio. The module ensures a review of instruments, performance and current funds in portfolio. Moreover, history of portfolio value, instruments and orders is displayed.
Financial & securities operations
Multi-currency financial support for accounts and securities registers, including operations on securities, followed by the management of issuers' obligations to securities owners. The solution can also manage credit processes, i.e., registering the broker's credit application, placing orders financed by brokerage credit, and credit monitoring.
Market & instrument management
Configuration of markets & instruments ensures tailored support for various markets, market segments and types of instruments, trading schedules and interest tables.
System monitoring & configuration
A comprehensive business processes configuration module, and system monitoring module. These allow for defining: products, commissions, fees and system parameters.