Brokerage houses
Everything a securities firm runs, from onboarding and online trading to the back office.
What this institution needs from its technology.
Brokers compete on the experience they give clients, but they are judged by regulators on control. Their technology has to make trading fast and simple while keeping every order, credit line and ledger entry under control.
The problems we help solve.
Fast, remote onboarding
A seven-step digital process with electronic contracts and instant back-office synchronization.
A trading experience clients value
An online platform with instant market data, alerts, analysis and portfolio views.
Control before every order
Buying power, credit lines, position limits and price bands checked before orders reach the market.
Reliable books
Ledgers, fees, statements, corporate actions, margin and depository reconciliation across all branches.
The OTS products that apply.
Each product page explains its capabilities, architecture and how it connects with the others.
First engagements are small and measurable, with a working result in 30 to 90 days. The options are described on our services page.
Frequently asked questions
Which OTS products are relevant to brokerage houses?
The most relevant products are eKYC Electronic Services, Optimum Trader, Order Management System (OMS), Options Platform, Brokerage Middle Office, Brokerage Back Office, Daily Insight Portal and EXO Algorithmic Trading Platform.
Can OTS products work with the systems we already run?
Yes. OTS products are designed to integrate with existing exchange, depository, clearing, banking, payment, identity, KYC and market-data infrastructure, so systems that work can be kept.
Does OTS respect data sovereignty?
Yes. We respect the digital sovereignty of every market we work with and deliver technologies to national exchanges and market institutions, deployed within their own infrastructure and under their control.
How does a first engagement work?
Most engagements start with a half-day discovery session, followed by a demonstration on scenarios that look like yours and a scoped pilot with a fixed timeline of 30 to 90 days.
Talk to our team about brokerage houses.
Tell us where you are today and what you want to change. We will suggest the most practical starting point.