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ATrad Broker Back Office

Simplify operations and boost efficiency with ATrad Broker Back Office—a comprehensive solution designed to streamline brokerage management. From trade reconciliation to regulatory compliance, this powerful platform provides everything you need to manage your business seamlessly. Empower your brokerage with ATrad Broker Back Office—where precision, performance, and financial integration come together!

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Why Choose ATrad Broker Back Office?

Centralized Management

Oversee all brokerage operations from a single, user-friendly dashboard.

Integrated General Ledger (GL)

Streamline financial tracking with seamless integration to your accounting systems.

Real-Time Data

Access up-to-date reports and analytics for informed decision-making.

Regulatory Compliance

Stay compliant with built-in tools for accurate reporting.

Robust Security

Safeguard sensitive data with top-tier encryption and controls.

Key Features of ATrad Broker Back Office

ATrad Broker Back Office

Customer Account Management

  • Tailored account setup with flexible statement preferences, email/SMS alerts, and exposure policies.
  • Dynamic commission settings to match client billing requirements.
  • Multi-tier user access control to ensure top-notch security and accountability.
ATrad Broker Back Office

Clearing and Settlement

  • Simplified invoice management: generate, cancel, and reconcile effortlessly.
  • Comprehensive chart of accounts and integrated general ledger (GL) features for seamless financial tracking.
  • Automated settlement and margin calculation for swift, error-free processing.
  • Direct banking integration for easy, secure fund transfers and payments.
ATrad Broker Back Office

Reporting and Analytics

  • Over 100 customizable reports to gain real-time insights and ensure compliance with regulatory standards.
  • Detailed trade and transaction history with multi-dimensional analysis tools.
  • Advanced regulatory reporting for both local and global financial standards.
  • Cutting-edge data visualization tools for in-depth trend analysis and decision-making.
ATrad Broker Back Office

Risk and Compliance Management

  • Real-time risk monitoring and exposure tracking to protect your clients.
  • Configurable risk policies, margin rules, and position limits tailored to your needs.
  • Automated alerts for policy breaches and irregularities.
  • Complete audit trails to maintain transparency and ensure compliance.
ATrad Broker Back Office

Client Communication and Engagement

  • Automated email/SMS alerts for account activities, trades, and statements.
  • Client engagement features like birthday and milestone reminders.
  • Built-in CRM tools to manage and nurture client relationships effectively.

ATrad GL Features

Integrated General Ledger (GL)

Simplify accounting with seamless integration, offering real-time updates on transactions and financial data.

Comprehensive Financial Tracking

Keep your accounts organized with detailed financial reports and insights.

Efficient Reconciliation

Automatically reconcile trades and transactions with GL entries for accurate financial reporting.

ATrad Broker Back Office

Integration with ATrad API Suite

Seamlessly integrate ATrad Broker Back Office with other key systems to ensure smooth operations across your entire business

Customer Onboarding

Streamline the onboarding process by connecting to the ATrad Client Onboarding Portal via APIs.

Payment Gateways

Effortlessly integrate with various payment gateways to manage transactions with ease.

Banking Platforms

Integrate with banking systems for secure, real-time fund transfers and seamless payment processing.

Third-Party ERPs & GLs

Connect and synchronize with third-party ERPs and GL systems for consistent data flow and reporting across platforms.

ATrad Broker Back Office

ATrad Dashboard: Instant Insights at Your Fingertips

Real-Time Alerts

Stay on top of pending tasks and transactions with instant notifications.

File and System Updates

Get notifications for changes and system statuses.

Client Engagement Notifications

Receive alerts for client birthdays, milestones, and other important events.

Market Insights

Monitor portfolio performance and track market trends, all in one place.

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Headquarters

9600 Great Hills Trail, Suite 150W, Austin,
Texas 78759, USA

Technology Innovation Center

Level 20, Parkland Building, No.33, Park Street,
Colombo 03, Sri Lanka

Email Us

info@atradsolutions.com

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