SharePro

Logiciel de comptabilité

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This extensive software solution streamlines the management of financial operations, enabling efficient handling of client portfolios, risk assessments, and regulatory compliance. Key features include real-time risk management, automated invoicing, eKYC processes, and seamless integration with third-party applications, addressing challenges faced by retail brokers, proprietary firms, fund managers, and institutional brokers in maintaining accurate records and enhancing client service.

SharePro se trouve dans Accounting Software catégories.

Les produits les plus similaires à SharePro sont :

Ahsuite Promu → Prospero → Brokeret → Eastnets → Infinite Investment Systems →

Captures d'écran

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Détails

Principales caractéristiques de SharePro

• NBFCs
  A service that simplifies financing shares for clients through partnerships with brokerage firms.
• Live RMS
  A real-time system that helps brokers monitor risks while the markets are open.
• Backoffice
  A complete solution for brokers that combines desktop and web applications for managing operations.
• Depositories
  A module that helps manage client accounts and operations related to securities.
• SharePro AIR
  This mobile app lets clients access their accounts anytime, anywhere, using their phones.
• SharePro CRM
  A web application that connects clients and employees, making it easy to manage relationships.
• Single Sign-On
  Clients can log in once to access all their services easily and quickly.
• Sales Management
  A process that coordinates people and resources to achieve sales goals effectively.
• SharePro Desktop
  The main application for brokers to manage their business operations efficiently.
• PMS Fund Managers
  A product designed for fund managers to offer investment services to clients.
• Service Management
  A customer support system that organizes inquiries from various sources into a simple platform.
• SharePro Scheduler
  An automation tool that manages sending emails and SMS for retail broking operations.
• Margin Trading Facility
  This feature allows clients to trade using borrowed funds against their collateral.
• Personal Wealth Manager
  This tool helps individuals manage their investments in stocks, currencies, and commodities easily.

Avantages SharePro

• mobile access
  SharePro Air lets clients access their accounts anytime, anywhere, making it easy for them to stay updated.
• single sign-on
  Clients can use one login to access all their activities, making it simple and quick for them to get information.
• customer support
  The service management system helps organize customer inquiries, ensuring clients get help quickly and easily.
• integrated solution
  The SharePro backoffice combines desktop and web applications, helping brokers manage their operations smoothly.
• automated operations
  The SharePro Scheduler automates sending emails and messages, making communication faster and more efficient.
• depository management
  The CDSL/NSDL module streamlines the process of managing client accounts, saving time and reducing errors.
• real-time risk management
  Live RMS provides real-time risk calculations, helping brokers make quick decisions during market hours.
• personal wealth management
  The Personal Wealth Manager helps individuals manage their investments easily without needing to handle files or emails.

Qui devrait utiliser SharePro ?

• MTF
  MTF users can quickly handle share financing and client transactions with SharePro.
• NBFCs
  NBFCs can simplify their share financing operations and save time using SharePro.
• Retail Brokers
  Retail brokers can use SharePro to manage their clients easily and efficiently.
• PMS Fund Managers
  PMS fund managers can manage their clients' portfolios easily with the Personal Wealth Manager tool.
• Proprietary Firms
  Proprietary firms can benefit from SharePro's integrated solutions to improve their trading operations.
• Institutional Brokers
  Institutional brokers can access real-time risk management and improve their trading strategies with SharePro.
• Depository Participants
  Depository participants can streamline their operations and manage client accounts better with SharePro.

Insignes

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Technologies utilisées

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