Straight away, with minimum setup, bring your backoffice on the mobile for your clients with SharePro AIR.
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 !
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.
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 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
SharePro Live is the realtime server-application that calculates your risk – on a realtime basis. It serves as the backbone of the risk presentation while the markets are in session. RMS teams at the HO can view the LiveRMS using
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
“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.
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.
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.
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.
NBFC (Non-Banking Finance Company) Financing of Shares with a tie-up with a brokerage firm can be a daily 10 minute operation. Similarly routing securities from the Client’s DP to the NBFC and later transferring from NBFC to Client for onward
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.
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.