Services

A branded web platform your clients log into to view their portfolios, market data and account activity. It runs under your domain, shows your logo and colours, and connects to your existing back-office or CDC data feeds.

We handle the full build: authentication, real-time price updates via SSE, portfolio valuation with exact PSX statutory costs (CDC charges, CVT, FED, brokerage), and responsive design for mobile access.

Typical deliverables

• Real-time portfolio dashboard with live P&L
• Market data screen with watchlists
• Trade history and account statements
• True-cost accounting (all PSX statutory charges)
• Mobile-responsive design
• Role-based access (client, sub-broker, admin)

Internal tools for your operations, compliance and finance teams. These replace the spreadsheets, manual reconciliation and ad-hoc reporting that slow down daily brokerage operations.

We build dashboards and automated workflows that pull from your existing systems (KATs, CDC feeds, internal databases) and produce the reports your compliance officers and management actually need.

Typical deliverables

• Trade reconciliation dashboards
• Client activity and AML monitoring screens
• Statutory compliance report generation
• Revenue and brokerage fee analytics
• Admin user management and audit logs

Purpose-built market data terminals and analytics screens for trading desks, research departments and investment committees. These are not generic BI tools — they are designed for the specific data, layouts and workflows your team uses daily.

We can integrate live PSX market feeds, historical EOD data, company financials, index constituent data and quantitative analytics (correlation matrices, risk decomposition, mean-variance optimisation).

Typical deliverables

• Live market data terminal with SSE feeds
• Sector heatmaps and index tracking
• Company financial profiles and ratio screens
• Quantitative analytics (Beta, Sharpe, MVO)
• Custom data visualisation and charting
• Historical data analysis tools