Highly sophisticated business management solution especially designed to focus on the Indian market.

smartBrokerSuite is the Number 1 – CRM for Institutional Equities Business in India.

Designed in collaboration with some of the leading industry experts, smartBrokerSuite integrates the functions of Equity Sales & Research, Corporate Access, Sales Trading, and Research over a dynamic and scalable platform to improve business productivity, efficiency and provide greater visibility and control over the crucial business operations.

smartBrokerSuite allows organizations to maximize client service coverage through an integrated communication platform between Equity Research and Clients. Its unique features allow the Equity research out to the clients on time with relevant information through the client's preferred channel of communication. The collaborative nature of smartBrokerSuite streamlines the communication between Equity Sales and Research, leading to a more coordinated, focused, and value-added service offering to the clients.


Why Choose Us

The most successful business projects are always those that are driven by an employee who has the authority, vision and influence to drive the required changes in a business.

  • The only integrated and unique Business Management Solution for Equities Business
  • Centralized Database with a 360- degree view of client interaction and service activities
  • Integration with ePBX, mail servers and SMS Gateway with Click to dial functionality
  • Automated Research creation & distribution as per the client preferences and priority
  • Sophisticated scheduling engine for most efficient scheduling with Client Web Portal
  • Online communication between Equity Sales & Corporate Access about client data
  • Dedicated Research Portal for Clients with authentication, provisions for Morning notes
  • Identify & analyze, service and revenue data based on client classification to target clients
  • Send individual or bulk emails or SMS through the smartBrokerSuite communication platform

get every feature here

Unified communication platform to manage and track interaction with clients, Centralized Client and Contact Database with Mail Server, ePBX, and SMS gateway integration
Ensure preference-based, Unique, traceable and easily reportable Research Communication to the Clients, gather intelligence on how the research is being consumed across all distribution channels
Provide Corporate Access a sophisticated platform to efficiently organize various Corporate Access events, including Conferences and Roadshows with powerful scheduling capabilities
A comprehensive range of dashboards and reports allow complete visibility into the client service activities, detailed analysis to ensure service activities are aligned to achieve the business objectives
Integration with the back-office systems to provide comprehensive Brokerage and Revenue Reporting along with daily tracking, reporting, and trends on Dealing Errors
Experience the same rich experience of smartBrokerSuite Solution on a dedicated app, increasing the productivity and efficiency of Equity Research and Equity Sales on the move