The web based brokerage solution is a cutting edge platform using latest .net technology along with user friendly UI to provide an fully automated brokerage analytics, ticketing and back office solution.

• User management with role based access for broker, back office , financial and admin
• Live ticketing system for all derivatives including exotics . Other asset types also possible .
• Admin module to setup exchanges , instruments, clients , brokers , brokerage rates, fx rates
• Mapping of trade files via web based upload from the clearer
• Real time trade mapping via messaging or api with the execution system
• Multi currency reporting facility with multiple sites
• Auto invoice creation at a click of a button in PDF and Excel
• Credit and debit memos
• Bespoke reporting of brokerage - by client , broker , date and company wide
• Easy to access unpaid brokerage information and accrued brokerage
• User friendly filters to drill and query the data and download it
• Facility to upload OTC ( over the counter) trades
• Analytics to provide reports to show top clients , brokers , instruments and day/month/quarter/year
• Access anytime anywhere on pc, tablet or smartphone with 24x7 telephone and email support
• We understand every client’s individual needs and thus we provide bespoke integration and reporting as per client requirements

Ask for a no obligation demo and one of our consultant will help you understand and provide you with an solution.

The web based Fund solution to help asset management firms with all their middle and backoffice needs which includes onboarding of investors, subscription and access to fund documents.

• Set up of Fund Entity , Share Classes , Instruments , Traded Venues
• Add, Edit of Investors / Clients
• Secure KYC Storage
• Connectivity to Trading Venues to reconcile Trades
• Real-time* PNL by Extracting Open Positions and Market Data from Trading Venues
• Top Level Risk PnL by Instrument
• Reconciliation of Trades from Front Office (Trading Venues) and Clearer files (T+1)
• Cash reconciliation of Balances from Bank accounts and PSPs
• NAV Reporting
• Client Login with Access to Equity Curve, NAV and fund reporting
• Compliance and Regulatory reporting for Funds
• IT Consultancy Partner Services

  Help with Trading Venue and application Administration Onboarding , KYC and Payments integration Data backup and server maintenance

• Hosting Services

  SmartBro and SmartFundz are hosted on Microsoft Cloud Servers to ensure scalibility and ensure 100%* uptime

*As per the SLA of Microsoft Cloud Servers

Ask for a no obligation demo and one of our consultant will help you understand and provide you with an solution.

Analytics help to measure the performance, provide insights and help us to learn from the data. At Smart analytics we look at data as a valuable asset which can give you information which are not harnessed and to realise the potential of analytics through big data.

We provide expertise in big data in KDB , MongoDB and similar no sql database. Our quantitative techniques of Machine learning, Artificial intelligence and Neural networks helps to quantify the data which can provide valuable insights and reporting helping your business to learn and grow implementing the valuable information provided to enable businesses embrace the change. We can transform your data using Smart ETL (Extract-Transform-Load) techniques to harness the information and visualize them.

We excel in understanding our client requirements and delivering bespoke solutions has led to many successful partnerships and client referrals.

Consultancy

We can provide teams or individual consultants to build, manage and support each step of your bespoke software development project.

Development

We cover the full development project life-cycle from requirements gathering, specification, design, testing, deployment through to ongoing support.

System Integration

We have a wealth of experience in integrating clients with external business partners and customer systems.

Support

We can provide ongoing support by providing regular health checks, updates and monitoring.

Be it C#,Java or Python or web based technologies Angular.js Node.js we excel in providing you the right solution with various choice of backend technologies like MongoDb, KDB & SQL Server.

Marketing Strategy Plan: Create and Development, Content management

Website Management: Design, Structure and Content, Host and Manage Web.

Email Campaigns: Display Campaigns like CRM Keyword and PPC ,Google AdWords

SEO & SEM: Paid Search Monitor and update, Day to Day Management, Analytics.

Social Media Platforms: Facebook, Twitter, LinkedIn, Instagram

Digital Marketing: Create and schedule engaging content

Email Marketing: Email Banner, Email Signatures