Stock Brokerage Management System (DSE & Capital Market ERP)
Stock Brokerage Management System (Custom ERP) | Dhaka Stock Exchange (DSE) Back Office, Portfolio Management, Investor Management & Capital Market Automation Platform
Overview
The Stock Brokerage Management System is a comprehensive enterprise-grade ERP solution designed for brokerage houses, merchant banks, investment firms, and financial institutions. The platform automates daily brokerage operations by integrating investor management, portfolio management, live market monitoring, trading operations, accounting, reporting, and business analytics into a centralized system.
Developed using modern web technologies, the solution enables organizations to efficiently manage customer portfolios, monitor real-time market activities, process IPO applications, generate financial reports, and maintain secure investor records. The system supports role-based access control, intelligent dashboards, customizable reporting, and seamless integration with stock market data, helping organizations improve operational efficiency, transparency, and investment decision-making.
The software is scalable, secure, and fully customizable to meet the operational requirements of brokerage firms operating within the capital market ecosystem.
Features & Modules
The Dashboard provides a centralized overview of business operations by displaying real-time market information, portfolio summaries, investor activities, trading statistics, financial data, and system notifications. Interactive widgets and analytical charts enable management to monitor business performance and make informed decisions quickly.
Key Features
- Business Dashboard
- Market Overview
- Portfolio Summary
- Trading Statistics
- Revenue Overview
- Quick Navigation
- Recent Activities
- Notification Center
- Performance Charts
The Market Overview module presents a comprehensive summary of daily stock market activities, including major indices, total turnover, trading volume, market capitalization, sector performance, top gainers, and top losers. It helps investors and analysts understand overall market trends through real-time information.
Key Features
- DSEX, DS30 & DSES
- Market Capitalization
- Daily Turnover
- Trading Volume
- Market Statistics
- Top Gainers
- Top Losers
- Most Active Stocks
- Sector Analysis
The Market Data module provides live stock prices, historical trading information, bid and ask prices, company profiles, trading volumes, and market depth. Investors can monitor securities in real time and analyze historical trends for better investment planning.
Key Features
- Live Share Price
- Historical Data
- Company Information
- Bid & Ask
- Market Depth
- Trading Volume
- Price Movement
- Historical Charts
The Investor Management module manages investor registration, BO accounts, customer profiles, KYC verification, document management, fund deposits, withdrawals, and transaction history. It centralizes all investor-related information while ensuring regulatory compliance.
Key Features
- Investor Registration
- BO Account
- Customer Profile
- KYC
- Fund Management
- Ledger
- Document Upload
- Transaction History
The Portfolio Management module enables investors to monitor holdings, asset allocation, investment performance, dividend income, realized and unrealized gains, and portfolio valuation. It provides a complete overview of investment performance in real time.
Key Features
- Holdings
- Gain/Loss
- Portfolio Value
- Asset Allocation
- Dividend History
- Investment Summary
- Performance Analysis
The Trading Management module records buy and sell transactions, maintains order history, calculates brokerage commissions, manages settlements, and tracks trading activities. It ensures secure and transparent transaction processing across brokerage operations.
Key Features
- Buy Order
- Sell Order
- Trade Execution
- Order History
- Brokerage Calculation
- Settlement
- Trading Reports
The IPO Management module simplifies the IPO subscription process by allowing investors to submit applications, monitor subscription status, track allotment results, manage refunds, and receive notifications about upcoming public offerings.
Key Features
- IPO Application
- Subscription Status
- Allotment
- Refund
- IPO Calendar
- Notifications
The Reporting & Analytics module generates detailed business reports and visual dashboards covering portfolio performance, trading history, investor activities, brokerage income, financial statements, and market statistics. Reports can be exported in multiple formats for further analysis.
Key Features
- Daily Trading Reports
- Portfolio Reports
- Financial Reports
- Investor Reports
- Dashboard Analytics
- PDF Export
- Excel Export
The Daily Trading Summary module provides a comprehensive overview of each trading day's activities on the Dhaka Stock Exchange. It includes market trends, index performance, trading volume, turnover, sector performance, top gainers, top losers, and share price movements. This enables investors, brokers, analysts, and stakeholders to evaluate market behavior and make informed investment decisions using accurate, up-to-date information.
Key Features
- Daily Market Summary
- Trading Volume
- Market Turnover
- DSEX, DS30 & DSES
- Top Gainers
- Top Losers
- Sector Performance
- Historical Reports
- Market Statistics
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