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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.
clavis broker
Main Features
  • 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
  • Calculators
  • E-mail and sms sending
  • Flexible permission system and „four-eye” principle
  • Easy to integrate: Standard install package with automatic updates
clavis broker
Key Benefits
  • 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

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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.
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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.
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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.
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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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