- Service Name
SharePro
- Industry
Financial Services, Software, Back-office Solutions, Stock Broking
- Main Value Proposition
SharePro provides a robust back-office solution that enhances operational efficiency and compliance for stock brokers and financial advisors.
- Description
SharePro is a comprehensive back-office software solution designed for the stock broking industry. It offers a suite of tools to manage client portfolios, risk management, and compliance efficiently.
- Key Features
Quarterly Settlements for systematic fund and securities release; GST Enabled invoicing and compliance support; Continuous debit clients block/unblock functionality; SharePro AIR Mobile App for 24/7 client access
- Use Cases
Managing client portfolios and compliance for stock brokers; Automating invoicing and GST compliance for financial services; Real-time risk assessment during trading sessions
- Competitive advantages
Comprehensive suite of tools tailored for the stock broking industry; Real-time risk management capabilities; Strong customer support and proactive service
- Strengths
SharePro's strengths lie in its user-friendly interface, comprehensive features for compliance and risk management, and strong customer support.
- Positioning
SharePro positions itself as a leading back-office software provider specifically for the stock broking industry, focusing on compliance and operational efficiency.
- Audience
The primary audience includes retail brokers, proprietary firms, PMS fund managers, and personal wealth managers who require efficient back-office solutions.
- CTA
Book a demo
- Tags
Back-office Software
Risk Management
Stock Broking
Compliance Solutions
- Tagline
Realtime Risk Management system that integrates current trading, margin positions with Backoffice data.
- Tone of Voice
Professional, informative, supportive
- Differentiation
SharePro uniquely integrates real-time risk management with back-office operations, allowing brokers to manage client portfolios and compliance seamlessly.
- Brand Positioning
Standard Software, the company behind SharePro, is recognized for its commitment to providing innovative and user-friendly solutions for the financial services sector.
- Founded
1988-01-01