CONCEPT Broker +

Integrated solution for brokerage and assets management activies
Market orders
Front OfficeBack OfficeMid OfficeFinancial accountingSecurities accounting
Client orders
Portfolio managers
Portfolio management PMS Portfolio

CONCEPT Broker+ covers the fields of Brokerage and Asset management.

As many brokers have extended their activity to portfolio management we have decided to integrate two of our software products

in order to improve the management of the two trades by facilitating as much as possible the relations among the various departments while preserving essential separations at several levels.

For example:

  • Management of the orders.
  • AML module / Compliance including a custom management of risks, a documents management (Check-lists) etc.
  • Automatic loading of securities, securities prices and exchange rates
  • Securities accounting
  • General accounting
  • Etc.