Back Office Management (BOM)

    Customer Database

  • Customer personal data
  • Customer Financial data
  • Assigning customer to branch
  • Assigning customers to account managers
  • Black listed customers list
  • Storing customer signature & other official documents.

    Trades

  • Automatic entry of daily executions
  • Automatic identification of new customers
  • Automatic link of executions to orders
  • Automatic creation of invoices

    Customer Accounts

  • Cash & checks Register
  • Registry Log
  • Special handling for branches

    Security & Access Control

  • Each BO user has access rights assigned by administrator
  • Each OLT client has a user name and password along with the option of having extra security using PSM or tokens.

    Auditing System

  • Each login trial failed or succeeded is logged
  • Transactions occurs like editing values, deleting records, viewing or printing sensitive documents like customer accounts statements are all logged.
  • You can simply give access rights and monitoring these rights for extra security and auditing purposes

    FIX Client Gateway

  • Sending and receiving FIX protocols for communication with the stock exchange and other financial institutions

    SMS Gateway

  • Instant orders execution SMS to customers

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