Centralized Institutional Management

Streamline all institutional workflows from a single intelligent dashboard with complete audit visibility and real-time synchronization.

Smart Institution provides a unified platform for managing STP (Straight Through Processing), OPT (Order Processing Terminal), modifications, uploads, and scheme changes — eliminating the need for multiple systems and reducing operational complexity.

Core Features

Comprehensive institutional management capabilities

Straight Through Processing (STP)

Automated order routing, execution, and settlement without manual intervention.

  • Real-time trade execution tracking
  • Automated trade processing
  • Settlement STP 6A/7A OTR PTA DVP automation
  • Exception handling

OPT Operations

Order Processing Terminal integration for seamless order management and execution across multiple exchanges.

  • Multi-exchange connectivity
  • Position monitoring
  • Risk controls
  • Order execution tracking

Modification Management

Centralized system for managing all types of modifications with approval workflows.

  • Approval workflows
  • Trade/Order modifications & cancellation
  • Client data updates
  • Rollback capabilities

Bulk Upload System

Efficient bulk upload functionality for trades, client data, and scheme information with validation.

  • Multi-exchange trades
  • CSV/Excel file uploads
  • Data validation & verification
  • Error reporting

Scheme Management

Comprehensive scheme configuration and management for institutional clients.

  • Scheme creation & configuration
  • Client scheme mapping
  • Scheme modification workflows
  • Bulk scheme updates

Analytics & Reporting

Comprehensive reporting and analytics for institutional operations with customizable dashboards.

  • Real-time dashboards
  • Compliance reports
  • Custom report generation
  • Performance metrics
  • Historical data tracking

Transform Your Institutional Operations

Contact us to discover how Smart Institution can streamline your workflows