iBroker is an integrated investment management, accounting, transaction handling, customer service and management reporting system. iBroker is windows based, real time, user friendly and flexible.It is modular, menu driven and includes functions to handle every aspect of the typical broker/dealer business cycle.
iBroker is based on a full fledged multi-branch and multi-currency general ledger and customer management module which enables the firm to introduce new lines of business with ease or open new branches.
In line with your operations, iBroker will be configured to handle the entire investment management process from receipt of customer mandates through the execution of trades at the floor of the exchange.iBroker also handles the entire process of receiving and depositing certificates to the CSCS. It generates Scrip Receipts, CDFs and includes a number of enquiries and reports that makes it possible for the firm to monitor the status of a certificate at any time.
iBroker handles all major money and capital market instruments – Call & Fixed Deposits, CPs, BAs, Stocks and T/Bills. iBroker produces all relevant customer documents such as confirmation slips, and notification. In the back office, iBroker automatically generates the proper accounting entries and updates the account as appropriate (all in real time).
iBroker’s Loans & Advances module will be deployed to handle the firm’s lending and leasing operation. Loans & Advances handles all aspects of a typical money lender operations and automatically generates back end entrys and charges interests and other fees and commissions.