ClavisBroker is a back office solution for companies providing investment intermediary services. The product provides complete solution for managing clients and house accounts, transactions, reporting and more.
Base data, contract and account management
Transaction management (e.g. stock exchange and OTC orders/trades, unit trading, auctions, derivative and transfer transactions, etc.).
Comprehensive registration of daily and historical market data
Stock valuation (FIFO, LIFO, average price etc.)
Client reports and statements
Mandatory reports (e.g. financial authorities, national bank, etc.).
Day closing functions (mass confirmation of transactions, accounting).
Flexible interface to multiple general ledger systems
E-mail and sms sending
Flexible permission system and „four-eye” principle
Easy to integrate: Standard install package with automatic updates
All-in-one software package: increase trading and back office efficiency and fulfil all reporting and legal requirements.
Trade units, bonds, equities and derivatives
Reconsolidate your transactions and balances with depositories
Multi-currency, multi market, multi portfolio support
Manage corporate actions
Calculate, deduct taxes on interest and gain
Full proof transactional and account history
Link to stock exchanges and 3rd party brokerage companies and systems (eg. Saxo)
Powerful tool to support batch back office processing with big amount of data
Modern, ergonomic user interface
Continuous updates to comply with legal changes
WHY CHOOSE DORSUM
OUR CORE COMPETENCIES
20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.
WOULD YOU LIKE TO LEARN MORE?
Just simply write us a message and we will be in contact with you soon!
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