A complete back-office system for client ledgers, contract notes, billing workflows, payout records, reporting, and day-to-day compliance — one of the most critical layers in any brokerage business.
A focused set of capabilities designed for real workflows in real financial businesses.
Automated generation, digital signing, and distribution of contract notes across segments.
Brokerage, charges, taxes, and statement-of-account flows configurable to your firm's structure.
Live ledger view with running balances, charges, and reconciliations.
Pre-built exchange filings, SEBI returns, and management reports.
Track all payout requests, approvals, and bank transfers with full audit logs.
Every operation logged with user, timestamp, and change history — ready for inspection.
From day-end settlement to monthly statements — the routine work runs on its own, with exceptions flagged for your team.
Pre-built regulatory reports, exchange filings, and audit trails — no end-of-quarter scramble.
Connects with the systems and partners your firm already uses
Book a 30-minute demo with our product team and we'll walk you through how Broker Back Office fits into your business.