SharePro

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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 kan hittas i Accounting Software kategorier.

De produkter som mest liknar SharePro är:

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

Skärmdumpar

YouTube-videor

Detaljer

SharePro Huvudfunktioner

• 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.

SharePro Fördelar

• 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.

Vem ska använda 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.

Märken

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SharePro Alternativ

Ahsuite Befordrad

This comprehensive client portal solution facilitates seamless collaboration,...

Prospero

A comprehensive financial management solution streamlines operations for priv...

Brokeret

An advanced technology solution streamlines the operations of forex brokers a...

Eastnets

A comprehensive platform designed to enhance security and efficiency in finan...

Infinite Investment Systems

A comprehensive portfolio management system streamlines investment firms' ope...

Teknologier som används

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