Our solution is an end-to-end online investment and brokerage solution from the ground up, with full integration into Saudi Tadawul, UAE DFM and ADX, Qatar QE, US NYSE and NASDAQ through a FIX gateway, while allowing their customers to trade throughout multiple financial markets and mutual funds using a single user account.
The solution has the following modules:
- Online registration
- User authentication with OTP (one time password over SMS)
- Trading screens for multiple stock exchanges, manage portfolio
- Investment functionality for mutual funds
- Account management, fund transfer between accounts and to/from external bank accounts
- Product subscriptions (trading, price dissemination)
- Advanced trading with real-time price dissemination
- Manage operators and customers
- Customer segments
- Product definitions and pricing, special prices for segments, timed promotions
- Customer messaging for notifications and promotions
- Fund and stock management, update information, settings
- Accounting, management of customer funds, debts, invoices, payments
- Payment collections through ISC Collections through direct debit, credit card, SADAD and B2B fund transfers through virtual bank accounts with IBAN.
- Customer support functionality, management of accounts, portfolios etc.
- Reports for fees, partners managements, external customers etc.
- Full integration to stock markets including Saudi Tadawul, UAE DFM and ADX, Qatar QE, US NYSE and NASDAQ, for trading functionalities
- Integration to price dissemination services for real-time price data
- B2B integration to bank for real-time fund transfer from bank accounts
- Auto subscription management, renew, disable subscriptions, notifications
- Integration to back office solution
- Integration to CRM solution
- Integration to helpdesk solution