Stock Brokerage Management System (DSE & Capital Market ERP)
Stock Brokerage Management System (Custom ERP)
The Stock Brokerage Management System is a comprehensive enterprise-grade ERP solution designed for brokerage houses, merchant banks, investment firms, and financial institutions.
Product case study
Stock Brokerage Management System (DSE & Capital Market ERP)
- Release year
- 2016
- Core capabilities
- 9
- Technologies
- 5
Project overview
From operational complexity to a dependable product.
The challenge
The Stock Brokerage Management System is a comprehensive enterprise-grade ERP solution designed for brokerage houses, merchant banks, investment firms, and financial institutions.
The solution
The platform automates daily brokerage operations by integrating investor management, portfolio management, live market monitoring, trading operations, accounting, reporting, and business analytics into a centralized system. Developed using modern web technologies, the solution enables organizations to efficiently manage customer portfolios, monitor real-time market activities, process IPO applications, generate financial reports, and maintain secure investor records.
The system supports role-based access control, intelligent dashboards, customizable reporting, and seamless integration with stock market data, helping organizations improve operational efficiency, transparency, and investment decision-making. The software is scalable, secure, and fully customizable to meet the operational requirements of brokerage firms operating within the capital market ecosystem.
System map
Core capabilities working as one system.
A representative view of the product flow, from primary workflows to operational visibility.
Dashboard
The Dashboard provides a centralized overview of business operations by displaying real-time market info…
Market Overview
The Market Overview module presents a comprehensive summary of daily stock market activities, including…
Market Data
The Market Data module provides live stock prices, historical trading information, bid and ask prices, c…
Investor Management
The Investor Management module manages investor registration, BO accounts, customer profiles, KYC verifi…
Portfolio Management
The Portfolio Management module enables investors to monitor holdings, asset allocation, investment perf…
Product capabilities
9 core capabilities, designed as one product.
Explore the functional areas that make up the platform and support its operational workflows.
Capability 01
Dashboard
The Dashboard provides a centralized overview of business operations by displaying real-time market information, portfolio summaries, investor activities, trading statistics, financial data, and system notifications. Interactive widgets and analytical charts enable management to monitor business performance and make informed decisions quickly.
Capability 01
Dashboard
The Dashboard provides a centralized overview of business operations by displaying real-time market information, portfolio summaries, investor activities, trading statistics, financial data, and system notifications. Interactive widgets and analytical charts enable management to monitor business performance and make informed decisions quickly.
Feature set
Business Dashboard Market Overview Portfolio Summary Trading Statistics Revenue Overview Quick Navigation Recent Activities Notification Center Performance Charts
Capability 02
Market Overview
The Market Overview module presents a comprehensive summary of daily stock market activities, including major indices, total turnover, trading volume, market capitalization, sector performance, top gainers, and top losers. It helps investors and analysts understand overall market trends through real-time information.
Capability 02
Market Overview
The Market Overview module presents a comprehensive summary of daily stock market activities, including major indices, total turnover, trading volume, market capitalization, sector performance, top gainers, and top losers. It helps investors and analysts understand overall market trends through real-time information.
Feature set
DSEX, DS30 & DSES Market Capitalization Daily Turnover Trading Volume Market Statistics Top Gainers Top Losers Most Active Stocks Sector Analysis
Capability 03
Market Data
The Market Data module provides live stock prices, historical trading information, bid and ask prices, company profiles, trading volumes, and market depth. Investors can monitor securities in real time and analyze historical trends for better investment planning.
Capability 03
Market Data
The Market Data module provides live stock prices, historical trading information, bid and ask prices, company profiles, trading volumes, and market depth. Investors can monitor securities in real time and analyze historical trends for better investment planning.
Feature set
Live Share Price Historical Data Company Information Bid & Ask Market Depth Trading Volume Price Movement Historical Charts
Capability 04
Investor Management
The Investor Management module manages investor registration, BO accounts, customer profiles, KYC verification, document management, fund deposits, withdrawals, and transaction history. It centralizes all investor-related information while ensuring regulatory compliance.
Capability 04
Investor Management
The Investor Management module manages investor registration, BO accounts, customer profiles, KYC verification, document management, fund deposits, withdrawals, and transaction history. It centralizes all investor-related information while ensuring regulatory compliance.
Feature set
Investor Registration BO Account Customer Profile KYC Fund Management Ledger Document Upload Transaction History
Capability 05
Portfolio Management
The Portfolio Management module enables investors to monitor holdings, asset allocation, investment performance, dividend income, realized and unrealized gains, and portfolio valuation. It provides a complete overview of investment performance in real time.
Capability 05
Portfolio Management
The Portfolio Management module enables investors to monitor holdings, asset allocation, investment performance, dividend income, realized and unrealized gains, and portfolio valuation. It provides a complete overview of investment performance in real time.
Feature set
Holdings Gain/Loss Portfolio Value Asset Allocation Dividend History Investment Summary Performance Analysis
Capability 06
Trading Management
The Trading Management module records buy and sell transactions, maintains order history, calculates brokerage commissions, manages settlements, and tracks trading activities. It ensures secure and transparent transaction processing across brokerage operations.
Capability 06
Trading Management
The Trading Management module records buy and sell transactions, maintains order history, calculates brokerage commissions, manages settlements, and tracks trading activities. It ensures secure and transparent transaction processing across brokerage operations.
Feature set
Buy Order Sell Order Trade Execution Order History Brokerage Calculation Settlement Trading Reports
Capability 07
IPO Management
The IPO Management module simplifies the IPO subscription process by allowing investors to submit applications, monitor subscription status, track allotment results, manage refunds, and receive notifications about upcoming public offerings.
Capability 07
IPO Management
The IPO Management module simplifies the IPO subscription process by allowing investors to submit applications, monitor subscription status, track allotment results, manage refunds, and receive notifications about upcoming public offerings.
Feature set
IPO Application Subscription Status Allotment Refund IPO Calendar Notifications
Capability 08
Reporting & Analytics
The Reporting & Analytics module generates detailed business reports and visual dashboards covering portfolio performance, trading history, investor activities, brokerage income, financial statements, and market statistics. Reports can be exported in multiple formats for further analysis.
Capability 08
Reporting & Analytics
The Reporting & Analytics module generates detailed business reports and visual dashboards covering portfolio performance, trading history, investor activities, brokerage income, financial statements, and market statistics. Reports can be exported in multiple formats for further analysis.
Feature set
Daily Trading Reports Portfolio Reports Financial Reports Investor Reports Dashboard Analytics PDF Export Excel Export
Capability 09
Daily Trading Summary
The Daily Trading Summary module provides a comprehensive overview of each trading day's activities on the Dhaka Stock Exchange. It includes market trends, index performance, trading volume, turnover, sector performance, top gainers, top losers, and share price movements. This enables investors, brokers, analysts, and stakeholders to evaluate market behavior and make informed investment decisions using accurate, up-to-date information.
Capability 09
Daily Trading Summary
The Daily Trading Summary module provides a comprehensive overview of each trading day's activities on the Dhaka Stock Exchange. It includes market trends, index performance, trading volume, turnover, sector performance, top gainers, top losers, and share price movements. This enables investors, brokers, analysts, and stakeholders to evaluate market behavior and make informed investment decisions using accurate, up-to-date information.
Feature set
Daily Market Summary Trading Volume Market Turnover DSEX, DS30 & DSES Top Gainers Top Losers Sector Performance Historical Reports Market Statistics
Technology
A focused stack chosen for the product.
Each technology supports a concrete product need: maintainability, data integrity, integration clarity, or a better user experience.
C#
A maintainable application foundation for business-critical product capabilities.
SQL Server
Reliable data storage designed around integrity, reporting and operational scale.
Desktop base application
A maintainable application foundation for business-critical product capabilities.
crystal report
A maintainable application foundation for business-critical product capabilities.
SQL
Reliable data storage designed around integrity, reporting and operational scale.
Product surface
The product in practice.
Selected interface views showing how the platform brings its most important workflows together.
Dashboard: Core operational overview, real-time KPI metrics, customer transaction curve, and invoice velocity.
Outcomes & delivery
What the delivery made possible.
The result is a cohesive product foundation that connects core workflows, operational control, and future growth.
Delivered Dashboard
Outcome 01The Dashboard provides a centralized overview of business operations by displaying real-time market information, portfolio summaries, investor activities, trading statistics, financial data, and system notifications
Delivered Market Overview
Outcome 02The Market Overview module presents a comprehensive summary of daily stock market activities, including major indices, total turnover, trading volume, market capitalization, sector performance, top gainers, and top losers
Delivered Market Data
Outcome 03The Market Data module provides live stock prices, historical trading information, bid and ask prices, company profiles, trading volumes, and market depth
Delivered Investor Management
Outcome 04The Investor Management module manages investor registration, BO accounts, customer profiles, KYC verification, document management, fund deposits, withdrawals, and transaction history
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Rezaul Islam
Engineering ManagerSoftware Architect