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:

Customer Website

• 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

Administrative Website

• 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.

Background Services

• 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