Features
- Setup and maintain client accounts
- Categorize clients
- Setup commission weighting system
- Enquire on client accounts
- Submit, cancel, modify and track share
orders
- Produce deal confirmation notes based
on order allocations
- Track deals done for period
- Track income generated
- Handling of deposits, payments and journal
entries on client accounts
- Interface with accounting package
- Management of debtors
- Handling share certificate movement
- Managing money market investments
- Email reports and exporting them (e.g.
in excel)
- Add-ons - SMS transaction processing
What is IndependentEQUITIES?
This is a business software solution designed
with the stockbroker in mind. It is a complete
back office management system that operates
in a multi-user environment. It can also
be interfaced with other applications that
include accounting packages.
The software solution handles transactions
that include: share order processing, dealing
slips, contract notes, client transactions
(payments & deposits), scrip movement
and money market transactions. Thus providing
a complete stock broking solution.
Who Can Use IndependentEQUITIES?
Independent Technologies has designed this
solution for any organisation that is involved
in the buying and selling of shares as well
as handling short-term to long-term investments.
Why use IndependentEQUITIES?
The business solution offers its users:
- Easy handling of shares
- Current information on share orders
- Daily reports on transactions done
- Effective debtors management
- Readily available information on investments
- Improved management of investments (short-term
and long-term)
- Effective management of share certificates
Through Independent Technologies the solution
is:
- Customisable (to exact client needs)
- And support services are readily available
What does IndependentEQUITIES
do?
Through the use of this business solution
an organisation can:
- Setup and maintain clients
- Categorize clients
- Handle orders placed by clients
- Production of deal notes for clients
- Handling of deposits and payments
- Debtors Management
- Handling share certificate movement
- Managing money market investments
- Graphical Business Analysis Reports
- System Authorization (at Different
Levels)
And much more
|
