Trading, risk, onboarding and back office, designed as one system for Bangladesh's brokerage houses and their investors.
Order entry and order management for DSE and CSE, on web and mobile.
Every order is checked before it reaches the exchange: short-sell prevention, buying power and margin limit, order limits, price bands, exposure caps and blocked BO accounts.
Verify investors digitally and take paperwork out of onboarding.
Open beneficiary-owner accounts online, from application to approval.
Keep client documents organised, linked to the account and easy to find.
Accounts, settlement and reporting for the brokerage back office.
The Risk Management System (RMS) sits inside the Xpert Trading OMS. Every order passes its checks before it can reach DSE or CSE; an order that fails one goes back to the trader with the reason. Pick a sample order to watch it.
Sample orders
BuyRouted to DSE
Sample stock
The client has enough buying power for this order.
Xpert Trading OMSBuilt in, not a separate product
RMS: risk management
Exchange
Illustration with a fictional stock and prices. Limits are set by each brokerage.
How RMS protects every orderA brokerage house connects investors, banks, the stock exchanges and the central depository, under the regulator’s oversight. Xpert Fintech runs the systems in the middle.
An investor applies online and is verified; the brokerage, as a depository participant, registers the BO account with CDBL and keeps the documents on file.
The investor opens a BO account online
KYC documents are filed and kept on record
The investor trades online or on the app
4Xpert Trading OMSRMS built inThe OMS checks the order against limits and routes it

5DSE · CSEIt goes to DSE or CSE over certified FIX links
Back office settles and reports
Book a walkthrough with our team and see, screen by screen, how the platform fits the way your house works.