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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 and extremely powerful, the SharePro Desktop is the heart of the whole operation of your business.

Integrated

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Powerful and Feature Rich

On the Smartphone
Supports wide variety of Mobile platforms - iOs, Android, Symbian - for the mobile Client Backoffice login.
ToDo Work Management
Create and track Tasks through the system.

  • Create tasks pertaining to Clients, Branches and other entities.
  • Delegate tasks to users
  • Track completion based on user's action
  • Create tasks on the fly from Queries
  • Send mails to completed or pending entities.

  

Concept of Selections
SharePro supports a system of selections for Reporting and other work.For instance, a report could be viewed for a group of clients randomly selected or selected on the basis of a logic.
Advanced Reporting
Dynamic grouping of entities in all reports of the system.
Flexi Grouping
Group your Clients, Branches, APs, Instruments in any number of groups and filter reports, processing for specific groups or even Group Reports on these custom groups.
Document Server
SharePro becomes your primary document repository with instant availability to Clients,APs and Branches
Templating
  • eMail Templates
  • SMS Templates
  • Web Messaging
  • Web Survey
  • Web Agreements
  • Event Driven Messaging
Internet Friendly
  • One Click eMailing
  • Yahoo Finance Integration
  • Maps Integration
  • SMS Integration
Office Integration
The system tightly integrates with MS Office and OpenOffice.
Digital
  • Digitally sign any Report and PDF Contracts
  • eMail Control Center
  • Bounced Mail Tracking

Coming Soon

  • Regulatory and other reports auto-emailed based on scheduled timings
  • Physical contract triggered by failed SMSs
  • Client level integration with 3rd party document managers and own internal document storage facility for ease of retrieval.
  • MF Distribution module
  • Scanned images to be stored on free online storage drives.
  • Insurance Module

Innovations in Broking

FrontOffice Integration (Omnesys)
SharePro can now directly interface with Omnesys. Clients and Dealers can now simply be created or modified in SharePro and instantly reflect in Omnesys. Changes in Ledger Balances instantly reflect in Omnesys. This means that the moment an accounting entry (Payment or Receipt) is made in the system [with proper authorisation, of course], it affects the available exposure of the Clients in Omnesys
Click to call telephony
The phone numbers and eMail IDs of all Clients can be hidden from all backoffice users yet a user can talk to the client simply by clicking on a button. 

 

Payment Gateway Integration (Atom)
Your clients can make online payments to you through the backoffice system ensuring 3rd party compliances. Once a payment is through, the client gets an instant effect on his Ledger and Available Exposure in the Front-Office Integration [If integration is opted]. Additionally, integrate the "Make Payment" button on your website or browser trading engine without requiring a client login
Lead Management
SharePro now supports f​ull management of Leads for staff logins , manages the history of the lead and also generates Staff Incentives against converted Leads. It also helps brokers to reactivate Inactive Clients and initiates new client contact with Missed Calls..
eMail verification
An eMail verification system activates new accounts. The client needs to click on the link on the mail to verify his eMail ID with the system before the account opening process starts.

Risk Managed Operations

Funds Payout
The system supports completely risk managed automated Funds Payouts. Wide variety of, and across segment, risk factors are analyzed and only payables are paid ensuring coverage. The following are considered :

  • Client Web Requests for Payout
  • Ledgers across segments
  • Uncleared cheques
  • Applicable Margin
  • Future Payins with Markup
  • DP Debits
  • Accrued DP Bills
  • Accrued Interest
Deliveries Payout
Deliveries are made directly from the system automatically and after due consideration to :

  • Ledgers across segments
  • Uncleared cheques
  • Applicable Margin
  • Purchase Positions
  • Sale Positions
  • DP Debits
  • Accrued DP Bills
  • Accrued Interest
Quarterly Settlements
The system releases funds and securities in a systematic way to settle accounts of Clients quarterly. It takes into consideration the regulator formula and the broker's risk coverage to release funds and shares.

  • Ledgers across segments
  • Uncleared cheques
  • Specified %age of Span
  • Future Payins
  • Allowed Retainables
  • DP Debits
  • Accrued DP Bills
  • Accrued Interest
Exposure Uploads
The system has a highly configurable provision of uploading available Exposure and Positions for the popular frontend engines.

  • Highly Configurable
  • Profile Based
  • Customised Haircuts
  • Auto RMS Blocking
  • Formula based with Markup provision
  • Ledgers across segments
  • Uncleared cheques
  • Margin and POA Shares
  • Purchase Positions with Markdown
  • Sale Positions with Markup
  • Accrued DP Bills
  • Accrued Interest
Electronic Payments
SharePro users consistently deliver payments using Transfers,RTGS or NEFT in the formats of the leading banks of the country. Paymments can be made to :

  • Clients against Fund Payouts
  • APs,Dealers,RMs for Commission
  • Employees for Salaries
  • Other Payees for Expenses
NBFC Payments/Redemptions
NBFC funding and redemption is automated and based on risk parameters which calculate the fundable limits based on :

  • Valuation of Approved Shares
  • Margin %ages
  • Ledgers in other Segments

Compliant

Inbuilt PMLA Provisions

The system supports wide varierty of PMLA provisions like Alerts, popups and Queries to track and identify suspicious activities going on in your business. Since, PMLA is still a fuzzy subject, StanSoft works very hard to update and introduce new queries to tackle new interpretations of odd behaviour.

  • SEBI Banned List Control
  • Client Risk Categories
  • Auto Client Suspension
  • Gap Analysis
  • Disproportionate Financials Trade Tracking
  • Gap Alerts

Inbuilt KRA Provisions

SharePro allows users to handle Client KRA registrations effectively and easily. It handles :

  • generation of KRA uploads in CDSL,NSDL and even NSE-DotEx formats
  • import of KRA status files
  • import of Bulk KRA verification utility of CDSL,NSDL and even NSE-DotEx

A Complete Business solution

Pro Accounting
SharePro is a complete corporate accounting solution and includes Stock-in-Trade and Investment Accounting of the enterprise.
Interest Provision
Highly flexible Interest or Late Payment calculation system.
Integrated Systems
The normal broking operations integrate with your ancillary businesses in :

Institutional
Totally supports your business with Institutions.
Arbitrage Accounting
The system supports Arbitrager commission calculation and detailed reporting like no other.
Powerful Demat
SharePro comes with a solid automated Demat Delivery system supporting:

  • POA Operations
  • Early Payin Support
  • Full Integration with DP Business
NRI Business
A great tool if you have NRI business. No need to create separate Clients for buy and sell obligations.
Prepaid Brokerage
Full support for pre-paid Brokerage schemes currently used by discounted brokerages.

  • Highly Configurable
  • Automatic Brokerage adjustment
  • Automatic Expiry
  • Automatic Renewal Provision
CRM Controls
SharePro comes with an inbuilt CRM for your internal hierarchy. Apart from being a total servicing tool, as the CRM also provides

  • Logins for everyone in the hierarchy
  • Hierarchical Performance
  • Maintain Appointments
  • Prospect Management
  • Service Clients

the controls for setting up and configuring all this is provided in the SharePro Desktop. 

Secured


  • User Groups and access control

    SharePro user access control is based on providing granular access to User Groups and then throwing users into groups. The system provides or denies access to specific application menu items to even specific data pertaining to an entity - for instance, it is possible to specifically deny access to users to Client DP or Bank Details.


  • Data Locking

    Data in the system can be locked for specific date ranges or locked using Dynamic logic. For instance, data can be automatically locked for T-2. Meaning, that everyday, the data of two days prior is locked by the system and cannot be modified by normal users.


  • Client Data Locking

    Data of important clients - HNI, Company Directors, Sensitive entities - can be hidden and protected from Users. For instance, you may want to prevent certain users in your organisation not to be able to view the trade or ledger details of a Company director. In SharePro, this is possible.


  • Account Head Data Locking

    Specific Account Ledgers - like Salaries, Rent , etc., - can be completely hidden from specific users. This allows you to protect company's confidential information from users of the system who , say, service Clients only.

 

More Features

  • Single Window Client Servicing
  • Integrated POA Operations
  • Auto Corporate Actions
  • Support for Early Payin of Funds
  • Hold Back Margin Ageing
  • Support for Client referral Commission
  • Branch Accounting
  • Cheque Scanning
  • Full Fledged CKYC system

Backed by dependable support

SharePro is backed by a dedicated team of developers and support engineers with vast experience in the domain as well as technology. With high retention (10+), StanSoft has a capable team of people who are here to stay and can :

  • Develop Fast using our Unique methods
  • Migrate you from other systems using pre-written tools
  • Train your team Effectively
  • Support you Efficiently
  • Help you scaleup
  • Ensure you get the best of the system
  • Stay up to date with Business requirements
  • Keep up with Regulatory requirements
StanSoft Full Team 2