AutoTradeTech's Back Office Software automates the entire post-trade lifecycle for stock brokers — from trade settlement and ledger management to contract note generation and regulatory reporting. Reduce manual errors, save hours of daily work, and stay fully compliant.
For most brokerages, the back office is where operational risk quietly accumulates. Manual data entry, spreadsheet-based reconciliation, and late contract notes are not just inefficient — they are a compliance liability. SEBI's T+1 settlement mandate has made accurate, automated back office processing a non-negotiable requirement for every registered broker in India.
AutoTradeTech's Back Office Software eliminates these risks by automating every step from trade capture to client account update — giving your operations team more time to focus on exceptions rather than routine processing.
Generated automatically for every trade and delivered to clients via email — on time, every time, in SEBI-compliant format.
Full T+1 settlement support with automated pay-in and pay-out calculations across all segments and exchanges.
Automatic client ledger updates after every trade, fund transfer, and charge deduction. Real-time balances always accurate.
Automatic download and processing of exchange margin files, trade files, and position files from NSE, BSE, MCX, and NCDEX.
Flexible brokerage slabs per client, per segment, per product type. GST, STT, stamp duty, and all charges calculated automatically.
All mandatory regulatory reports — UCC, margin collection, short margin, and more — generated automatically and on schedule.
Seamless integration with CDSL and NSDL depository systems for delivery-based trade settlement and demat account management.
Client-level P&L reports, tax statements (for ITR filing), and portfolio summaries generated on demand or auto-delivered monthly.
AutoTradeTech Back Office Software is integrated with all major Indian exchanges and depositories:
AutoTradeTech Back Office is not a standalone system bolted onto a third-party trading platform. It is natively integrated with AutoTradeTech's OMS, RMS, and Dealer Portal. Trades executed at the front end flow directly into the back office in real time — no manual file imports, no reconciliation headaches, no end-of-day surprises.
Yes. AutoTradeTech Back Office Software is fully compliant with SEBI's T+1 rolling settlement cycle across NSE and BSE equity segments, with automated pay-in and pay-out file generation.
Yes. The system supports highly flexible brokerage configurations including flat fee, percentage-based, and tiered volume slabs — configurable per client, per segment, and per product type.
Contract notes are generated automatically after each trading session and delivered to clients via email in PDF format, digitally signed as per SEBI requirements. Bulk generation for thousands of clients takes minutes.
Yes. AutoTradeTech Back Office is natively integrated with our OMS and RMS systems. Trades flow directly from the front office to the back office in real time — no manual file imports or reconciliation required.
Book a free demo and see how AutoTradeTech's Back Office Software can eliminate manual processing and reduce your operations team's daily workload by up to 70%.
Book a Free Demo