Centralized branch and franchise management with 15 layers of hierarchy
Manage your entire branch and franchise network from a single centralized platform with unprecedented control and visibility.
Flexible organizational structure supporting complex branch networks
Comprehensive real-time information for every branch level
Real-time view of all open positions across clients under the branch
Instant risk alerts, exposure monitoring, and margin tracking
Automated generation and distribution of contract notes
Track margin utilization and requirements in real-time
Detailed profit & loss statements for branch and clients
Complete financial ledgers and account statements
Comprehensive trading activity reports and analytics
Complete client database with KYC and documentation
Granular permissions and security at every level
Transform your branch network management
Monitor all branch activities, positions, and risks from a single dashboard
Streamline branch operations with automated reporting and workflows
Proactive risk management with real-time alerts and exposure limits
Easily add new branches and sub-dealers without system limitations
Meet all regulatory requirements with comprehensive audit trails
Track brokerage, commissions, and revenue sharing across all levels
Contact us to discover how Smart Institution can streamline your workflows