Objective

• To provide online reports to branches, groups, families and clients about day's trading activities
• To provide accounting report, trade reports comprehensively
• To enable branches to print bills and contracts on preprinted stationery as well as on blank papers
• To request payout for clients by branches, groups or families
• To show dmat holding and transactions to individual clients
• To accept request to release collaterals

Features

New Horizons, Ahmedabad, Gujarat, India has developed online backoffice for various access levels

1. Client level backoffice (single level)
2. Client - group level backoffice (2 level)
3. Client - family level backoffice (2 level)
4. Client - family - group - branch level backoffice (4 level)

It contains variety of accounting and trading reports.

• Sauda (trades) reports
• Performance reports
• Client cumulative reports
• Delivery pending reports
• Delivery payout / payin reports
• Ledger reports
• Combined reports for NSE, BSE and FO
• Payout release workflow
• Collateral release workflow
• Scanned cheque entries in recept module