StanSoft

Realtime Risk Management system that integrates current trading, margin positions with Backoffice data to provide as-of-now risk Position of Clients and business

SharePro LIVE

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You can now get a complete client portfolio as per Income tax requirements with STCG / LTCG calculations along with grandfathering effect. Your clients can also add stocks (MF, Listed Bonds etc.) and their market value on their fingertips.

Client Portfolios in SharePro

This recently launched feature allows you to send reports to your clients as SMS links directly on their mobile. While we keep simplicity at the core of our innovations, this development is a step towards easy operations.

LinkSMS

Still Under Construction - The Whatsapp Integration will make servicing your clients a breeze You will be able to start sending out PDF reports and allow a bot to fetch reports as your clients please

Whatsapp Integration

SharePro Data Services

We take care of a few things for you:
There will be auto imports of IPO holdings and rates in to Client Portfolio
A mechanism to take care of split/merger and bonus effect in your Client Portfolios.
Auto changes F&O Contract in case of Corporate Action

The SharePro Desktop is the core-component of the SharePro Backoffice Suite,the workhorse and the operations center of the broking business. The teams at HO use this application to manage and run the broking show. Easy to use, easy to learn

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SharePro Connect is the web-server application that caters to Clients, Branches, APs, Employees, Fund Managers, etc., through the web browser. Built using the latest web technologies and libraries, it is the face of your organization to the outside world.

SharePro Live is the server-application that calculates your risks and Margins on a near-realtime basis. It serves as the backbone of the risk presentation while the markets are in session. RMS teams at the HO can view the LiveRMS using the standard SharePro Desktop application

Clients logged into the web version can lodge Modification or Closure requests using Aadhaar eSigning. Agents at HO accept or reject the requests based on submitted documents.

The SharePro CDSL/NSDL module help you manage the complete operations of DP. Starting with entering the new client account details to upload to the DPM/CDAS system and then updating the backoffice with the return files to create the new Beneficiary account either for a client or a clearing member.

“Margin Trading Facility” or MTF supports your Funding operation to Clients against Collateral deposits, and all using the same Trading UCC. Handles operation, reporting, and MIS.

With the SharePro AIR Mobile App for iOS and Android clients, stay in touch with you 24/7. Using the free SharePro AIR App, your clients can access their Portfolios, Ledgers, Obligations, DP holdings, dues and balances along with any backoffice report from anywhere!

Our Data Services will take care of a few things

Auto imports IPO holdings and rates in to client portfolio.
Takes care of Split/Merger and Bonus effect in Client Portfolio
Auto changes F&O Contract in case of corporate Action

The Digital Router [earlier called Scheduler] – is a server component for automating retail broking operations. All outgoing pre-formatted emails (signed or unsigned) are routed through this system. Initially designed to digitally sign and send documents, today even SMSs including OTPs are also routed through the Digital Router.

Product Add Ons

SharePro exposes itself to third-party tools and systems with published REST API. Simply get the API and integrate reports and features of the system

Our Silent Login features enables reports from SharePro Web to be directly integrated to other 3rd party applications, like trading engines. It would create a seamless experience for your clients to “log in” to their backoffice directly from their trading platforms.

Our Whatsapp Integration enables a seamless way of meeting client needs without manual intervention.

Ability to send reports on WhatsApp
Bot based servicing to clients, APs, PMS Investors

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Get the world’s most popular customer support ticket system, osTicket, in SharePro.

osTicket is a widely-used and trusted open source support ticketing system. It seamlessly routes inquiries created via email, web forms, and phone calls into a simple, easy-to-use, multi-user, web-based customer support platform.

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Standalone Products

PWM, short for “Personal Wealth Management” system, is an invaluable Accounting and MIS tool for an Individual or Corporate dealing in the Indian Stock Markets.

If you are a SEBI Registered Fund Manager or an Advisory Service, SharePro PMS is just the kind of product that you need to service customers and regulators and manage your books. Integrates with SharePro Desktop and also available standalone.

We have been using SharePro backoffice Software for our broking business since 2010.....we have found it user friendly and comprehensive.

K.S.Chandra Mouli, (Senior Project Executive)

Indbank Merchant Banking Services Ltd.

…very convenient and helpful. We are satisfied with the features and the performance of the software. It is a complete back office solution.

Sudipto Datta

Compliance Officer Stewart & Mackertich

We ave been using SharePro since 2008 and very satisfied with the features and performance of the software. Support Service from the Stansoftware Team is very proactive and excellent.

Nilesh Dhruv

SVP Keynote Capitals Ltd.

Quarterly Settlements

GST Enabled

Continuous debit Clients Block/Unblock File

Quarterly Settlements

GST Enabled

Continuous debit Clients Block/Unblock File

SharePro Desktop

SharePro Connect

SharePro Live

eKYC and reKYC

Depositories

MTF

SharePro Air

SharePro Data Services

Digital Router

Product Add Ons

SharePro APIs

Silent Login

Whatsapp Integration

Sales Management

Service Management

Standalone Products

PWM

SharePro PMS