Predator broker Back-Office
Predator Broker Back-Office brings together the essential tools brokers need to manage client accounts, process transactions, monitor securities positions and meet reporting obligations.
Designed to work seamlessly with Predator’s trading and portfolio management solutions, it helps automating operational workflows, reduce manual intervention and maintain consistent information across your activities.
Client Database
Manage client records, account details and operational information within a centralized environment, simplifying administration and supporting consistent data across brokerage activities.
Transaction & Position Management
Connect trading activity with back-office processing. Maintain updated transaction records and client positions while reducing duplicate data entry and manual operations.
Securities Positions & Cash Balances
Monitor securities holdings, cash balances and account movements, ensuring consistent information across client accounts and trading activities.
Features
Settlement Management
Monitor settlement-related transactions, track outstanding amounts and generate reports to support efficient settlement processing.
Commissions, Fees & Taxes
Apply configurable rules to calculate brokerage commissions, transaction fees and applicable taxes, accommodating different account types and business requirements.
Dividends & Coupons
Support the management of dividend and coupon events associated with client securities holdings, including the calculation and recording of corresponding entitlements.
Accounting
Record transactions and commissions using configurable accounting rules. Manage client trading account records, financial movements and portfolio revaluation within an integrated environment.
Reporting
Generate transaction confirmations, client statements, portfolio reports, settlement summaries and operational reports, with configurable options to support regulatory reporting requirements.
Compliance & Audit
Support compliance and audit activities through transaction histories, configurable controls and reporting tools, helping maintain transparency throughout brokerage operations.
Predator Back Office offers your retail clients a web version and an iOS/Android version so that they can monitor and manage their investments