Run the full back office — ledgers, contract notes, billing, payouts, reporting
A complete back-office system for client ledgers, contract notes, billing workflows, payout records, reporting, and day-to-day compliance — one of the most critical layers in any brokerage business.
Everything Broker Back Office brings to the table
A focused set of capabilities designed for real workflows in real financial businesses.
Contract notes & confirmations
Automated generation, digital signing, and distribution of contract notes across segments.
Billing workflows
Brokerage, charges, taxes, and statement-of-account flows configurable to your firm's structure.
Client ledgers
Live ledger view with running balances, charges, and reconciliations.
Regulatory reports
Pre-built exchange filings, SEBI returns, and management reports.
Payout records
Track all payout requests, approvals, and bank transfers with full audit logs.
Audit trail
Every operation logged with user, timestamp, and change history — ready for inspection.
Automate the back-office that never sleeps
From day-end settlement to monthly statements — the routine work runs on its own, with exceptions flagged for your team.
- Automated daily settlement & reconciliation
- Contract note generation, signing & distribution
- Billing cycles with configurable charge structures
- Payout request management with approval workflows
Reports and filings ready to submit
Pre-built regulatory reports, exchange filings, and audit trails — no end-of-quarter scramble.
- Pre-built SEBI, NSE, BSE, MCX filings
- Statement of Account & Margin reports
- Configurable reconciliations with exchanges
- Full audit trail with user-level change history
Connects with the systems and partners your firm already uses
Built for who actually uses it
Ready to see Broker Back Office in action?
Book a 30-minute demo with our product team and we'll walk you through how Broker Back Office fits into your business.