ClavisBroker is a back office solution for companies providing investment intermediary services. The product provides complete solution for managing clients and house accounts, transactions, reporting and more.
- Base data, contract and account managementTransaction management (e.g. stock exchange and OTC orders/trades, unit trading, auctions, derivative and transfer transactions, etc.).Comprehensive registration of daily and historical market dataStock valuation (FIFO, LIFO, average price etc.)Client reports and statementsMandatory reports (e.g. financial authorities, national bank, etc.).Day closing functions (mass confirmation of transactions, accounting).Flexible interface to multiple general ledger systemsCalculatorsE-mail and sms sendingFlexible permission system and „four-eye” principleEasy to integrate: Standard install package with automatic updates
- All-in-one software package: increase trading and back office efficiency and fulfil all reporting and legal requirements.Trade units, bonds, equities and derivativesReconsolidate your transactions and balances with depositoriesMulti-currency, multi market, multi portfolio supportManage corporate actionsCalculate, deduct taxes on interest and gainFull proof transactional and account historyLink to stock exchanges and 3rd party brokerage companies and systems (eg. Saxo)Powerful tool to support batch back office processing with big amount of dataModern, ergonomic user interfaceContinuous updates to comply with legal changes
we have over 15 years experience in financial software development
expert knowledge in delivering integrated projects
we define innovation trends and supply up-to-date products
our application meets MIFID trading requirements
clients get a clear and simple user interface
long term cooperation with our clients
Interested in how Our Software can boost Your Business?