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Clavis
Broker

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.


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Main FeaturesClavisBroker

  • Base data, contract and account management
  • Transaction management (e.g. stock exchange and OTC orders/trades, unit trading, auctions, derivative and transfer transactions, etc.).
  • Comprehensive registration of daily and historical market data
  • Stock valuation (FIFO, LIFO, average price etc.)
  • Client reports and statements
  • Mandatory reports (e.g. financial authorities, national bank, etc.).
  • Day closing functions (mass confirmation of transactions, accounting).
  • Flexible interface to multiple general ledger systems
  • Calculators
  • E-mail and sms sending
  • Flexible permission system and „four-eye” principle
  • Easy to integrate: Standard install package with automatic updates

ClavisBrokernagyito-ikon-130Key Benefits

  • All-in-one software package: increase trading and back office efficiency and fulfil all reporting and legal requirements.
  • Trade units, bonds, equities and derivatives
  • Reconsolidate your transactions and balances with depositories
  • Multi-currency, multi market, multi portfolio support
  • Manage corporate actions
  • Calculate, deduct taxes on interest and gain
  • Full proof transactional and account history
  • Link to stock exchanges and 3rd party brokerage companies and systems (eg. Saxo)
  • Powerful tool to support batch back office processing with big amount of data
  • Modern, ergonomic user interface
  • Continuous updates to comply with legal changes


Our Clients

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Why Dorsum?

Experience

we have over 15 years experience in financial software development

Expertise

expert knowledge in delivering integrated projects

Innovation

we define innovation trends and supply up-to-date products

Standard

our application meets MIFID trading requirements

Design

clients get a clear and simple user interface

Support

long term cooperation with our clients

Interested in how Our Software can boost Your Business?

About us

Dorsum is an award-winning, innovative investment software provider. Since our foundation in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. We support our clients with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.

 


Dorsum Co. Ltd.
+36 1 487 3030