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Brokerage Solution
AGENT
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Prepaid Sense

Agent

Brokerage Solution

Flourishing new markets in the middle-east region, the increasing demand on prime brokerage houses to continually adapt to the evolving investment management arena, and the outdated systems available on the market are just a few of the reasons that made esense Agent possible.

esense Agent is an integrated solution that addresses critical operational functions needed to meet the industry’s growing challenges. Agent delivers the power and scalability required by the largest brokers in the industry. Some of the main features of agent are multi-market support, order management, client profile management, back office, electronic trade, administration and reporting facilities, real time market feed information, and many more.

High Performance Brokerage

Prime brokerage houses must continually adapt to the evolving investment management arena, and be able to demonstrate strong technological capabilities and a solid back-office operation that is equipped to efficiently handle new investment vehicles and fund structures.

Outdated systems limit what a broker can offer, because they cannot support new service offerings or multiple lines of business.

Esense Agent is an integrated solution that addresses critical operational functions needed to meet the industry’s growing challenges:

  • Orders Management
  • Customer Relationship Management
  • Investment Management and Accounting
  • Straight-Through Processing

Scalable Architecture

Agent, is a dynamic system built on a multi-tier architecture, and delivers the power and scalability required by the largest brokers in the industry.

Agent’s real-time architecture can give you the response time, reliability, and accuracy needed to meet the business growth challenges, so you can service more accounts without adding staff.

Agent’s open systems design allows you to create a scalable workflow environment, integrating with legacy, or other commercial software systems. Agent uses industry standard technology and protocols, such as SOAP and XML, to seamlessly manage integration and workflow.

Sharpen Your Competitive Edge

Brokers can realize increased client satisfaction, revenues and profitability through expanded service capabilities. Setting up new clients on Agent is easy so the broker begins generating revenues on new accounts more quickly.

Agent delivers the power and sophistication to tackle investment challenges; it gives investment professionals the real time information they need, and the back office power, efficiency, and ease of use to integrate with other systems.

Agent was designed in conjunction with some of the most demanding investment firms in the region, with an eye toward dramatically increasing operational efficiency in high volume, 24x7 operating environments. Today, as a result of Agent’s revolutionary architecture, firms will experience considerable cost savings in their operations. Agent highlights include:

  • Satisfying coverage of major instruments
  • Architected for operational efficiency and maximum service
  • Comprehensive reporting from single source data
  • Extensible architecture for seamless integration
  • Scalable enterprise technology for 24x7 operations

Agent Integration

Esense Agent is highly configurable and has several interfaces to manage the workflow between Agent and the other systems and data sources:

  • FIX connector
  • MDF connector
  • Notification engine (Fax, SMS gateway, and emails)
  • Web connector for electronic trading
Key Features

ORDER MANAGEMENT CENTER
Market Watch
Market Ticker
Market Depth
Indices
Top Gainers/Top Losers
Market by Value/Volume
Market News
Most Active By Volume/Turnover
Analytical Charts
Buy-Sell Orders
Calculators
Orders Verification
Orders Cancellation/Modification
Trade Book
Order Book

BACK OFFICE CENTER
Customer registration and management
Chart Of Account (Multi Level)
General Ledger
Accounts payables (Checks, cash)
Accounts receivables (Checks, cash)
Check Register
Fiscal Year (Financial Calendar)
Manual Journals
Invoicing

CLIENT CENTER
Customizable Client Profile
Client Notes
Client Documents
Client Classification
Client account creation and management
Account opening forms
Client Portfolios (Multiple portfolios) and
multiple cash accounts
Authorized Signatories

ELECTRONIC TRADE CENTER
Market Watch
Market Ticker
Market Depth
Indices
Top Gainers/Top Losers
Market by Value/Volume
Market News
Most Active By Volume/Turnover
Analytical Charts
Buy-Sell Orders
Orders Verification
Orders Cancellation/Modification
Trade Book
Order Book

NOTIFICATION CENTER
Administrative Alerts
User Notifications: Order Execution Reports, Monthly Reports
Email Notification
Fax Notification
SMS Notification
Triggered Alerts

REPORTING CENTER
Administrative Reports
Operational Reports
Front Office Reports

ADMINISTRATION CENTER
System Lookups
Parameters
Users management (roles/permissions)
Fee information (commission, performance, management)

OTHER FEATURES
Multi-market Support
Managing Workspace
Corporate actions (Dividends & Splits)
Customer Relationship Management
Fee information (commission)

 

Technologies
  • Windows-based user interface
  • Web-based user interface for electronic trading
  • Microsoft .NET framework 2.0
  • Web service architecture
  • SQL Server 2005 database
  • XML

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Email Us for more details on Agent Brokerage Solution
Agentbrokerage@esensesoftware.com