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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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.
Our Data Services will take care of a few things
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.
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.
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.
https://docs.google.com/presentation/d/1aKi_MHhRa28J73rBoZPdVyNVNr9RURPBfn8mzmoJERs/edit?usp=sharing
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