Financial Brokerage Solutions (Brokerage, Portfolios, Accounting)

date : 01-01-2015
count visitor : 532

Client Files

  • Adding Clients
  • Adjusting Clients Information
  • Classifying Clients

Security Files

  • Adding Securities
  • Adjusting Security Information

Broker Files

  • Adding Brokers
  • Adjusting Broker Information

Broker Files

  • Adding Brokers
  • Adjusting Broker Information

Trading Errors

Buy/Sell Delegations

Portfolio Accountss

Daily Trading Transactions