SharePro AIR
SharePro AIR
Straight away, with minimum setup, bring your backoffice on the mobile for your clients with SharePro AIR.
Backoffice
SharePro Broker Backoffice
Truely Integrated solution for Brokers of Indian exchanges in a Powerful combination of a Desktop and Web Application.
Single Sign-On for all your clients
Variety of logins for Web logins for efficient and quick self-service. The Client login is a portal to access all the activities they have with your organization !
Single Sign-On
Introducing PWM
PWM - Personal Wealth Manager
Standalone Portfolio manager for Individual Investors and family members. Manages Equity, Derivatives, Currency and Commodity portfolios and Accounts using data feed from Broker in the shape of SharePro files, CSV or plain HTML contracts. One click direct import from SharePro brokers - no files, no emails.
Sharepro Desktop
The SharePro Desktop is the core-component of the SharePro Backoffice Suite,the workhorse and the operations center of the broking business. The teams at HO use this application to manage and run the broking show. Easy to use, easy to learn
SharePro CRM
SharePro CRM is the server application that caters to Clients, Branches, APs, Employees, Fund Managers,etc., through the web browser. Built using the latest web technologies and libraries, it is the face of your organization to the outside world. Easy to
PMS Fund Managers
If you are a SEBI Registered Fund Manager offering composite products to your clients, or an Advisory service working through a custodian, SharePro PMS is just the kind of product that you need. If you are a broker already using
Personal Wealth Manager
PWM, short for “Personal Wealth Management” system, is an invaluable Accounting and MIS tool for an Individual or Corporate dealing in the Indian Stock Markets.
Margin Trading Facility
“Margin Trading Facility” or MTF supports your Funding operation to Clients against Collateral deposits, and all using the same Trading UCC. Handles operation, reporting, and MIS.
Depositories
The SharePro CDSL/NSDL module help you manage the complete operations of DP. Starting with entering the new client account details to upload to the DPM/CDAS system and then updating the backoffice with the return files to create the new Beneficiary account either for a client or a clearing member.
Service Management
Get the world's most popular customer support ticket system in SharPro
osTicket is a widely-used and trusted open source support ticket system. It seamlessly routes inquiries created via email, web-forms and phone calls into a simple, easy-to-use, multi-user, web-based customer support platform.
SharePro Scheduler
The SharePro Scheduler - is an essential component for automating retail broking operations. All outgoing pre-formatted emails (signed or unsigned) are routed through this system. Initially designed to digitally sign and send documents, today even SMSs including OTPs are also routed through the Scheduler.
Sales Management
Sales management is the coordination of people & resources to reach a sales goal.
Sales management is a business discipline which is focused on the practical application of sales techniques and the management of a firm's sales operations.
SharePro AIR
With the SharePro AIR Mobile App for iOS, Android and Windows your clients stay in touch with you 24/7. Using the free SharePro AIR App, your clients can access their Portfolios, Ledgers, Obligations, DP holdings, Dues and Balances from anywhere!
Find out Whats new in SharePro.
Click here to get updated on whats released and what are we working on in delivering you the most versatile stock broker's backoffice system.
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