smartBrokerSuite by SRTEKBOX, is an intuitive Business Management Solution designed for the Institutional Equities Business that integrates the functions of Equity Sales & Research, Corporate Access, Sales Trading and Research Publishing over a dynamic and scalable platform to improve the business productivity, efficiency and provide greater visibility and control over the crucial business operations.

smartBrokerSuite allows companies to maximize the client service coverage through an integrated communication platform between Equity Research and clients. Its unique features allow the Equity Research to reach out to the clients in a timely manner with the relevant information through client’s preferred channel of communication. The collaborative nature of smartBrokerSuite streamlines the communication between Equity Sales and Research, leading to a more coordinated, focused and value added service offering to the clients.

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.

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Our Features

  • Client Interaction
    Client Interaction

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  • Research Distribution
    Research Distribution

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  • Roadshow Management
    Roadshow Management

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  • Service Analysis
    Service Analysis

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  • Brokerage Analysis
    Revenue Analysis

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  • Trade Error Analysis
    Dealing Error Analysis

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  • Research Portal
    Research Portal

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  • Client Profiling
    Client Profiling

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  • smartBrokerSuite Mobile
    smartBrokerSuite Mobile

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#1 Setup Benchmark for Updates:

Benchmarks can be setup now for the mandate on the users for particular client contacts by setting up the rules for the mandates

#2 Mandate Functionality Updated:

Sales Account Manager are able to define Mandate for Research Analyst or any other for their own Clients Only.

#3 Mandate Upload History:

History of the Mandate contacts created through the Benchmark Setup can be viewed.

#4 Client/Client Contact/Corporate/Corporate Contact Upload Utility:

Contacts can now be uploaded through a template, and also other fields can be uploaded and the template accordingly.

#5 Alert Setup:

Users can setup all the alerts/ e-mails by their own for a frequency as desired by the users.


  • 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.
    Before we started the implementation, we were apprehensive about the transition from our earlier system to smartBrokerSuite but SRTEKBOX team carried out the implementation in a very efficient manner. The transition was very smooth and was done without any business interruption or downtime.
    SmartBrokerSuite with its extensive feature set and excellent post sales services is definitely worth the investment."

    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 maximize 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."

Our Clients

About Us

smartBrokerSuite is an offering of SRTEKBOX Pvt. Ltd. Founded in 2008, SRTEKBOX has established its presence as a Software Solution provider by developing and introducing innovative software products for various industries and verticals. Our approach has been centered around developing the in-depth domain knowledge, identifying industry and vertical specific pain points and operational inefficiencies, and applying technology to solve the problem. This approach has enabled us to introduce a unique product like smartBrokerSuite in the market.

Apart from smartBrokerSuite, SRTEKBOX offers a complete suite of products for Governance, Risk Management and Compliance (GRC). These products are being used by leading corporations in India to manage their GRC processes. For information about our GRC products and other services, please visit us at -

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We would be happy to discuss how smartBrokerSuite can help improve your business operations and management.

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6.4 Km's Sonepat-Bahalgarh Road,
Near Jat-Joshi Chowk,
PO - Bahalgarh - 131021,
Sonepat - Haryana.

Phone: +91 - 0130 - 220 3860
Email :