Broker Back Office

Agilis Broker Backoffice is a solution that automates the complete Broker Back office operations. It is capable of handling multiple asset types and multiple types of brokerage definitions for the customers. The solution is capable of interfacing with the Securities Trading solutions and the Depository Operations solutions. Client contract Notes can be generated at individual trade level or at the summary level within the system.

Features of the Agilis Broker Back office are:

Facility to capture extended KYC details
Exhaustive Brokerage definition capabilities
- One Side Brokerage
- Delivery Brokerage
- Minimum Brokerage
- Turnover Brokerage
- Scrip wise Brokerage
Multi Exchange / Multi Firm / Multi Asset Class (Equity, Equity Derivatives, Currency Derivatives, Listed Mutual Funds)
Auto Transactions Upload at predefined intervals
Multi level reporting up to 6 levels
Debtor / Creditor Ageing Analysis
Auto Bank reconciliation
Integrated GL
Drill down up to Transaction Level from Financial Accounts
Auto Email for important reports can be done
Electronic Contracts can be generated
SMS to the clients
Reports can be transferred to Excel, Word, PDF, XML, RTF format.
Report can be emailed using either Outlook, transferred using ODBC driver etc.

For more information, email us at This email address is being protected from spambots. You need JavaScript enabled to view it.">This email address is being protected from spambots. You need JavaScript enabled to view it. or alternatively, you could fill in our product enquiry form enabling us to have the right person contact you.