Prime Brokerage Manager
Supported platforms: Chrome, Firefox, Safari, Internet Explorer
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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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KEY FEATURES
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Compose various agreements and forms according to legal standards;
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Import and export files and data;
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Search functionality with an advanced filter;
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Export grids as PDF/Excel files;
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Different levels of application access;
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Encrypts all Client Information in the database;
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Send various predefined forms via: Fax, Email, Secure, Electronic.
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SCREENS
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:
TECHNOLOGIES
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C# |
ASP.NET |
MS SQL Server |
iTextSharp |
eFax |
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MORE ABOUT THE SOFTWARE
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.