Solis Software Solutions
An integrated investment management, customer service and transactions handling and accounting software.
Solis Stockbroking Software is a unique, advanced and reliable system for stock trading and administration for all types of clients.
This software package minimises back-office operations, with its automated integration of incoming data from the Central Depository System (CDS) – clients, purchase and sale dealing transactions, cost calculation and fees, post-trade modifications, sending of mails from the clients’ system to fund managers and custodians.
of incoming data from the Central Depository System (CDS)
FACILITATES THE AUTOMATIC NET OFF
of balances (between Buy/ Sell)
SPLIT OF CONTRACTS NOTES
from CDS and linked to transactions
The best set of tools for financial institutions and a robust technology for banks, stockbrokers and wealth management.
- Unlimited number of securities with option to view daily quote graphs
- Manual input of trades or automatic import from CDS
- Import of client registration from CDS
- Interfaced with Solis
- Accounting- generate automatic accounting entries
- Keep record of brokerage fees applicable on client
- Custodian clients trades
- Fund managers linked to clients
- Manage post trade amendments and turnarounds
- Automatic account net off between buy and sell
- Automatic daily net off between buy and sell for the day
- Keep records of deposits/ withdrawals from CDS
- Trade reports per security/ client/ contract notes/ Fund Manager
- Automatic email of daily contract notes
- Investment summary
- Turnover analysis
- Option to send reports via email
Flexibility & Performance
are highly configurable and integrated. We provide full customisation to adapt the solution to your exact requirements.
AN INTERCONNECTED SYSTEM
to increase your business sustainability.
Our software solutions are highly configurable and integrated.
Choose Solis Stockbroking Software
The solution designed for local trades, banks, stockbrokers and wealth management.