An Intuitive Business Management Solution For The Broking Services Industry

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smartBrokerSuite

smartBrokerSuite is an intuitive Business Management Solution designed for the Broking Services. With its unique modules for Institutional Equities, Private Wealth Management, Portfolio Management Services, and Investment Banking, smartBrokerSuite provides a common technology platform to Broking companies without compromising on the specific needs of each of the business verticals.

Operations

An end-to-end Business management solution for the Broking Services Industry. It integrates and automate the core functions of the business over a dynamic and scalable platform to improve the business productivity, efficiency, and provide greater control over the crucial business operations.

Communication

We allows Broking Services companies to maximise the client service coverage through an integrated communication platform. Its unique features allow the client service team to reach out to the clients in a timely manner with the relevant information through the client’s preferred channel of communication.

Integration

With integration with back office and other supporting systems, smartBrokerSuite facilitates almost real-time information flow among various business functions, ensuring greater visibility and control over all the key performance indicators of the Institutional Equities Business.

smartBrokerSuite is an end-to-end Business management solution for the Broking Services Industry. It integrates and automate the core functions of the business over a dynamic and scalable platform to improve the business productivity, efficiency, and provide greater control over the crucial business operations.

smartBrokerSuite allows Broking Services companies to maximize the client service coverage through an integrated communication platform. Its unique features allow the client service team to reach out to the clients in a timely manner with the relevant information through the client’s preferred channel of communication.

With integration with back office and other supporting systems, smartBrokerSuite facilitates almost real-time information flow among various business functions, ensuring greater visibility and control over all the key performance indicators of the Institutional Equities Business.

One size doesn’t fit all

Each vertical in the Broking Services has its own unique service models, processes and complexities. smartBrokerSuite acknowledges the uniqueness of each business and provides vertical specific versions that are tailor made for the needs and requirements of that vertical.

Benefits

Check out the product suite we offer

Institutional Equities

Integrate Equity Sales, Research, and Corporate Access for Efficient and Effective client Services

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Investment Banking

Easily Track, Manage, and Understand Relationships, Identify opportunities, and win more Deals

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Private Wealth Management

Enable the teams to provide the highest level of service and win long-term loyalty of clients

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Portfolio Management Services

Earn and Keep trust of the clients with seamless communication and efficient services

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Reduce time to Benefit with “smartBrokerSuite on Cloud”

Take your clients services to the next level without the big investment in systems and hassle of long implementation cycle

Mobility

Get things done from anywhere, anytime

Features

We packed with all the attributes

Institutional Equities

    • Client Profiling
    • Clients mapping to Sales and Research
    • Mandated Interactions
    • Email/SMS/phone/meetings/others
    • Interaction History and Notes
    • Follow up on interactions
    • Relationship tracking
    • Contact lists
    • Action Lists
    • Service Reporting and Analysis
    • Client wise preferences
    • Repository of Reports
    • Preference wise distribution of Reports
    • Readership analysis
    • Bounce Back Analysis
    • Client wise, Tier, Geography, Client type wise revenue analysis
    • Target v/s Actual Tracking
    • Services/Revenue Analysis
    • Trend analysis
    • P-notes allocation
    • Soft Dollar Tracking and Reporting
    • Yield Analysis
    • Market Share Analysis
    • Trade Error tracking
    • Roadshows/Conferences Management
    • Multiple Concurrent Roadshows/Conferences
    • Online portal for Client preferences and communication

Investment Banking

    • Corporate/Funds databases
    • Corporate/Funds contacts
    • Contact wise security
    • Restricted access to contact information
    • Email/SMS/phone/meetings/others
    • Interaction History and Notes
    • Follow up on interactions
    • Relationship tracking
    • Contact lists
    • Action Lists
    • Contact wise preferences
    • Repository of news letters
    • Preference wise distribution of newsletters
    • Criteria based distribution of Reports
    • Readership Analysis
    • Bounce Back
    • Addition of opportunity – corporate, product, size, geography
    • Assignment of opportunity to coverage team
    • Lead rating - (rating master)
    • Lead stage – (stage master)
    • Lead documents (Document Master) - Research, Doability Analysis, Mandate Terms
    • Assignment of document tasks
    • Lead documents versioning with notes
    • Sharing of documents, Review of documents
    • Interaction tracking and history of interactions
    • Other Investment Banker on this lead
    • Notes on the leads
    • Closure or conversion of the lead
    • Pipelines analysis
    • Lead conversion analysis
    • Addition of Deal from Opportunity
    • Deal Products/Type of mandate
    • Deal Stage
    • Deal Documents
    • Deal documents versioning with notes
    • Sharing of documents, Review of documents
    • Interaction tracking and history of interactions
    • Deal Notes
    • Tracking Fund list and their responses
    • Corporate or fund Query tracking
    • Assignment of query
    • Closure of query

Private Wealth Management

    • Addition and upload of leads
    • Assignment of leads to Branch and RM
    • Transfer of leads to other branches/RMs
    • Lead Sharing
    • Lead Rating/Lead Stage
    • Lead documents versioning with notes
    • Interaction tracking and history of interactions
    • Follow ups tracking and escalations
    • Notes on the leads
    • Closure or conversion of the leads
    • Pipelines analysis
    • Lead conversion analysis
    • Client profiling
    • Branch wise client mapping
    • Client mapping to RM, Advisor
    • Notes on the leads
    • Third party products mapping
    • Email/SMS/phone/meetings/others
    • Interaction History and Notes
    • Follow up on interactions
    • Relationship tracking
    • Contact lists
    • Action Lists
    • Lead/Client wise preferences
    • Repository of Reports
    • Preference wise distribution of Reports
    • Criteria based distribution of Reports
    • Readership analysis
    • Bounce Back Analysis
    • Client mapping to Branch, RM, Advisor, Dealer
    • Revenue sharing between RM, Advisor, Dealer
    • Branch wise, product wise, RM wise revenue analysis
    • Third party product and revenue allocation
    • Target v/s Actual Tracking
    • Branch/RM wise Lead/Client data
    • Hierarchal access to Leads/Clients/Interaction/Revenue

Portfolio Management Services

    • Addition and upload of leads
    • Assignment of leads to Branch and RM
    • Transfer of leads to other branches/RMs
    • Lead Sharing
    • Lead Rating/Lead Stage
    • Lead documents versioning with notes
    • Interaction tracking and history of interactions
    • Follow ups tracking and escalations
    • Notes on the leads
    • Closure or conversion of the leads
    • Pipelines analysis
    • Lead conversion analysis
    • Client profiling
    • Branch wise client mapping
    • Client mapping to RM, Advisor
    • Notes on the leads
    • Third party products mapping
    • Email/SMS/phone/meetings/others
    • Interaction History and Notes
    • Follow up on interactions
    • Relationship tracking
    • Contact lists
    • Action Lists
    • Lead/Client wise preferences
    • Repository of Reports
    • Preference wise distribution of Reports
    • Criteria based distribution of Reports
    • Readership analysis
    • Bounce Back Analysis
    • Distributor Profile/Contacts
    • Lead/Client Mapping to Distributors
    • Tracking of Interactions with Distributors
    • Distributor wise Reporting
    • Branch/RM wise Lead/Client data
    • Hierarchal access to Leads/Clients/Interaction/Revenue

Testimonials

What our customers have to say

ANISH DAMANIA - CO-CEO

Head - Institutional Equities, IDFC Securities Limited.

"We chose smartBrokerSuite for the rich feature set it offers. It is a comprehensive & complete business solution for Institutional Equities. I don't think any other solution integrates all the functions of Institutional Equities as seamlessly and effectively as smartBrokerSuite does."

RAJESH SHARMA - COO

EMKAY Global Financial Services

"I am glad about our decision to employ SRTEKBOX Solutions, as their expertise has translated into a distinct competitive advantage for us. I would recommend SRTEKBOX Solutions without any reservations to anyone who is looking for an honest and competent software service provider. Adept at applying the latest technology and concepts to provide intuitive business solutions, the team at SRTEKBOX has been our "go-to" guys."

SANDEEP SINGAL - CO-HEAD

Institutional Equities, EMKAY Global Financial Service

"In these tough times, when the resources have become expensive and the size of the institutional Equities Brokerage Industry has shrunk, it really matters to maximise returns on efforts. smartBrokerSuite has completely shifted the way we do business. It provides us the ability to align our services where the business potential is and thus increasing the efficiency and effectiveness of our sales and research teams."

Let us help... these times

smartBrokerSuite is the most trusted solution/choice of Institutional brokers

As we collectively navigate the coronavirus pandemic, we introduce smartBrokerSuite “Quick start” program. We can onboard you quickly on our cloud and can help you deliver seamless service to your customers and manage productivity of remote teams.

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Contact Us

Contact us to get started

Location:

6.4 Kms Sonepat - Bahalgarh Road,
Jat-Joshi Chowk, PO - Bahalgarh,
Sonepat - 131021
Haryana, India

Call:

+91 - 9992907778 | 8295881501

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