Broker Manager
Next generation brokerage back office management
Next generation brokerage back office management
BrokerManager was introduced in 1998 as the first brokerage back-office application in the region. since then, continuous researches and enhancements resulted in today's third generation of brokerage back-office: BrokerManager 2007.
BrokerManager 2007 is a multi market, multi language, and multi currency enterprise application for today's brokerage and accounting needs.
with BrokerManager 2007, every department of your business can be more productive and more interdependent, because BrokerManager 2007 works as the accounting and brokerage foundation for a whole set of integrated end-to-end solutions.
BrokerManager 2007 is a multi market, multi language, and multi currency enterprise application for today's brokerage and accounting needs.
with BrokerManager 2007, every department of your business can be more productive and more interdependent, because BrokerManager 2007 works as the accounting and brokerage foundation for a whole set of integrated end-to-end solutions.
What's Special?
BrokerManager is scalable
With the 'Open Gateway' we've built within Broker Manager, combined with the technical architecture the system is built on, you don't have to worry about outgrowing your brokerage system in the future.
OrderManager e-Trader:
A modular structure and customized screens and fields make it easy to tailor this system to your unique requirements.
BrokerManager is easy to use
A consistent graphical user interface that enables fast data entry, dynamic reporting, and easy navigation.
BrokerManager modules
Accounting:
- General Ledger & extended tree of accounts
- Account receivables
- Account payable
- Operate 2 years simultaneously (Hanged/Current)
- Automated bank reconciliation
Portfolio management:
- Evaluate portfolios your way (Average, FIFO and LIFO)
- Create and track investor-Agent Relationship
- Perform various Corporate Actions such as: Stock Splits / Reverse Splits, Stock & Cash dividends.
- Mortgage/block investor stocks according to your needs.
Investor profile management:
- Create multiple accounts or portfolios for a single investor
- Commission plans for selected clients
- Investor document management (IDs, official Documents)
Administration:
- Employee group policy and user roles management
- Independent system calendar (special occasions, corporate Days, Holiday)
- Find anything, anywhere with the system's advanced search mechanism.
Reporting:
using our Report generation tool, you can create and save your own reports. In addition to the extensive selection of management accounting, investor & statistical reports already delivered with BrokerManager.
Auditing
Empower your internal audit policies by using the sophisticated audit trial that comes with BrokerManager. with this module, you will be able to create alerts and notification rules for different business operations.
Technical HighLights
BrokerManager Architecture - Not only a Benefit for IT
Even if you're not familiar with what three-tier or object-oriented mean, you'll feel the strength of BrokerManager's architecture every time you take advantage of the system's amazing flexibility.
BrokerManager is also:
- Service Oriented Architecture
- Hot keys & shortcuts enables
- Programmable to do scheduled backups
“Special Systems' Brokerage solutions have always fulfilled our needs, we have been using Broker Manager TM for our daily operations for over 7 years and now we are the first company in Amman Stock Market to implement their Order Manager TM and e-Trading System.”
-Nasser Al-Amad
General manager-UFICO
General manager-UFICO
