Brokerage Management Application

A web app that facilitates the communication between a client that needs to finalize a trade order, an executing broker and a clearing broker.


BMA (Brokerage Management Application) is a web application that facilitates the communication between a client that needs to finalize a trade order, an executing broker and a clearing broker.

The application generates the required documents for the trading relationship between the three parties and ensures the secure sending and receiving of such information.

It ensures a secure medium of communication and helps the parties generate and manage the documents with a minimum amount of effort.

With the Brokerage Management Application, you can:

  • Send faxes;
  • Customize documents based on your needs;
  • Know what forms you need to fill out (you won’t forget and you won’t fill out the wrong form);
  • As an admin, manage all types of app’s entities and help users in case they report problems;
  • As an admin, generate various reports regarding users’ activity.


Here is a list with some of the main features for the web application:

  • Compose various agreements and forms according to legal standards;
  • Import and export files and data;
  • Search functionality with an advanced filter;
  • Export grids as PDF/Excel files;
  • Different levels of application access;
  • Encrypts all Client Information in the database;
  • Send various predefined forms via: Fax, Email, Secure, Electronic.


The following screenshot illustrates the Dashboard, where users can review the number and status of various items within the application:

Picture 1

The following screenshot highlights various advanced filters and the output displayed after performing a search action.  The application allows the user to search for data by using multiple filters: Status, Document type, Account Number, User, Date Sent, Date Received, and more:

Picture 2

The following screenshot displays the Compose Wizard that allows users to manually compose various agreements and forms to interested parties:

Picture 3

The following screenshot illustrates the Import Manager. In this area, users can import various types of files that are processed by the application:

Picture 4


  • Environment: Windows 7, 8, 10
  • Development technologies: ASP.NET 4.0, C#, SQL Server 2008, Visual Studio 2008, iTextSharp (for PDF conversion), eFax (for sending documents via Fax)
  • Requirements: Chrome, Firefox

TECHNOLOGIES used for this Case Study:



.NET Framework


Microsoft Windows Communication Foundation 

SQL Server 2008


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