Brokerage Management Web Platform
Prime Brokerage Manager 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.
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Technologies
ASP.NET
C#
SQL Server
AES Encryption
Highlights
- 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
Outcomes & Business Impact
Here’s how our solution translated into measurable success for our client.
Operational Efficiency &
Workflow Automation
80%
Reduced document generation and processing time.
50%
Decreased trade finalization time.
4x
Increase in the number of brokerage agreements.
Security &
Compliance
100%
Compliance with legal standards.
Eliminated
Data breach risks associated with insecure communication.
Successfully
Passed all third-party security audits.
Screenshots
