Prime Brokerage Manager

Supported platforms: Chrome, Firefox, Safari, Internet Explorer

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.




  • 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:


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:


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


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



  Symphony Materialize AngularJS Assetic
  C# ASP.NET MS SQL Server iTextSharp eFax



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

With Prime Brokerage Manager, 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.



Have a project in mind?

Get in touch with us for your software development needs!



Recent posts on our blog
New alternatives for mainstream server-side programming
Aug 30, 2018, by Cristian
We take a look at the advantages of 5 up and coming programming languages, namely Ruby, Node.js, Go, Scala, and Rust.... read more
Nginx - top contender in the web server game
May 17, 2018, by Dragos
Nginx is a well-known open-source web server that has undergone a rapid growth in popularity. Even at this point it looks like the growth is sustainable, so this software will keep on catching up with both Apache and IIS. Additionally, more and more web applications (websites), especially those with a high traffic, are switching to Nginx.... read more
Top 5 Best Visual Studio Extensions
Mar 28, 2018, by Cristian
One of the strengths of Visual Studio is represented by the powerful customization options (both design and functionality). ... read more

Press  |  Site Map  |  Technologies  |  Terms of Use  |  Privacy Policy
© 2019 SBP Romania. All rights reserved.