Brokerage Management

Automation and Operational Efficiency in Brokerage

Bring Automation and Operational Efficiency in the entire Brokerage Business Lifecycle

Features Include:

  1. Full Integration with FIA Docs Give Up Agreement (GUA) - Query/Download/Map
  2. Trade Ingestion and Normalisation
  3. Rate Setup - FIA Sync or Manual
  4. Quality Control - GUA Validation, GUA Status, Inconcsistencies
  5. Broker Allocations - Reallocation, Sharing / Dividing
  6. Broker P&L
  7. Client Invoicing - PDF/FIA csv
  8. Accounts Receivable Manageement
  9. MIS Reporting
  10. Trade Reporting

Quality of Life

  1. Multi Entity - Group Entity Onboarding
  2. Fee Overrides and No Brokerage
  3. Audit Trail and Change Log
  4. Broker Portal and Reporting
  5. Resync
  6. FIA State Management - Composition


Get Ready to Partner with Clearisk

Speak to us to arrange a demo & discuss how we can solve your operational requirements