Back Office Software

Comprehensive trading and account management solution

Complete Back Office Solution

Our Back Office Software is built for stockbrokers and financial firms to easily manage trading accounts, Demat services, and compliance in one place. It helps reduce manual work by using automation and smooth integration with all major exchanges.

With features like auto file uploads, accurate reports, easy reconciliation, and regulatory tracking, it gives you full control over operations. From client ledgers to settlements and compliance filings, our system ensures everything runs smoothly, reliably, and efficiently.

Multi-Exchange Support
Automated Processing
Regulatory Compliance
Real-time Reporting

Key Features

Powerful features to streamline your back office operations

Multi-Exchange Multi-Clearing

Seamless integration with NSE, BSE, MCX, NCDEX and multiple clearing corporations for comprehensive trading support.

Automated Processing

Automatic uploading of trade files, contract notes generation, and settlement processing to reduce manual work.

Client Management

Comprehensive client database management with KYC details, trading limits, and account information.

Advanced Reporting

Detailed reports for trading, settlements, margins, P&L, and regulatory compliance requirements.

UI/UX Dark & Light Mode

Modern user interface with switchable dark and light themes for comfortable viewing in any environment.

Demat Integration

Complete integration with NSDL and CDSL for seamless demat account management and operations.

Comprehensive Product Features

Powerful automation and insights for brokers, depository participants, and institutions

Trading & Operations

Outcome: Seamless trade processing and efficient back-office management across all exchanges.

Proof: One-click billing, client master management, automated brokerage, and integrated exchange connectivity (NSE, BSE, MCX, NCDEX).

Accounts & Payments

Outcome: Simplify accounting workflows and ensure accuracy with end-to-end automation.

Proof: Automated interest, fund transfers, NEFT/RTGS file generation, exception handling, and real-time reconciliation.

Risk & Compliance

Outcome: Proactively monitor exposure and maintain full SEBI and exchange compliance.

Proof: Live margin tracking, RMS dashboards, family-level exposure limits, and settlement compliance automation.

Depository Operations

Outcome: Manage NSDL/CDSL activities seamlessly from a unified console.

Proof: Early pay-in/out, transaction reconciliation, SPEED-e/CDAT import, and automated report synchronization.

Reporting & Analytics

Outcome: Deliver complete visibility with powerful insights and drill-down analysis.

Proof: Smart reports, ageing analysis, family/group MIS, and auto mail/SMS report distribution.

Automation & Integration

Outcome: Reduce manual effort and ensure consistency across all modules.

Proof: API-based integrations, scheduled background jobs, and zero-manual operation architecture.

Why Choose Our Back Office Software?

Time Efficiency

Reduce manual processing time by up to 80% with automated workflows and intelligent data processing.

Accuracy

Minimize errors with automated calculations, validations, and cross-verification processes.

Compliance

Stay compliant with all regulatory requirements including SEBI, RBI, and exchange regulations.

Scalability

Easily scale your operations as your business grows with flexible architecture and modular design.

Ready to Streamline Your Back Office Operations?

Contact us today to schedule a personalized demo and see how our Back Office Software can transform your business.

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