Xpert Trading OMS

Order management for brokerage trading on DSE and CSE.

The trading platform consortium brokerages run every day: investors and dealers place and manage orders, follow the market and see their portfolio, on web, desktop and mobile. Brokerages can also launch the mobile app under their own name, logo and colours, published to Google Play and the App Store as their own app. Xpert Fintech implements, operates and supports the platform for its member brokerages and connects it to both exchanges.

Request a demo Explore the platform

Xpert Trading OMS: order entry, portfolio, market depth, order list and order summary on one dealer desk

Mobile app: market overview — gainers and losers by change %, and a market map by sector

Built for: Investors, Dealers, Brokerage management
Connects to: Dhaka Stock Exchange, Chittagong Stock Exchange
Live at: 14 brokerages

Key features

What the product does, at a glance.

White-label mobile app under your brokerage's brand
Real-time portfolio balance and daily gain/loss
Order entry and order management

Risk checks built into the OMS

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

Shares × price: 500 × 48.20
Order value: ৳ 24,100

The client has enough buying power for this order.

Xpert Trading OMSBuilt in, not a separate product

RMS: risk management

Exchange

DSECSE

Back to the trader, with the reason

Illustration with a fictional stock and prices. Limits are set by each brokerage.

How RMS protects every order

The problem

Brokerages need dependable order entry for dealers and investors, live market views and controls that apply to every order, across the channels their clients use. Building and certifying this independently is costly for each house.

The solution

One shared platform, run by Xpert Fintech for the consortium: order entry and management, watchlists, charts and market depth, connected to DSE and CSE and to risk checks before orders leave the brokerage. Each brokerage can offer its own branded app on top.

Inside the product

Screens from the live product. Select one to see it full size.

Xpert Trading OMS: order entry, portfolio, market depth, order list and order summary on one dealer desk
Mobile app: market overview — gainers and losers by change %, and a market map by sector
Mobile app: buy and sell on DSE or CSE with live bid/ask depth, purchase power and order quantity, rate and drip quantity
Mobile app: watchlists per exchange, with price, change, trades and value for each instrument
Mobile app: instrument details with an intraday candlestick chart, moving averages and volume
Mobile app: time and sales — every trade in an instrument with time, side, quantity and price
Mobile app: purchase power, day and unrealised gain, and featured lists — top gainers, losers and value

How it works, automated

Each step runs by itself and hands over to the next, with nothing re-keyed in between.

Running: Order entry

1Order entryA dealer or investor enters an order on web, desktop or mobile.Step 1 of 6
2RMS pre-trade checkRisk management (RMS) is built into the OMS. Before an order leaves the brokerage it is checked for: short-sell prevention, buying power and margin limit, order value and quantity limits, price band checks, exposure caps and blocked BO accounts.Step 2 of 6
3ExchangeThe order is routed to DSE or CSE.Step 3 of 6
4ExecutionExecutions are reported back to the platform.Step 4 of 6
5Portfolio updateHoldings and balances update for the investor.Step 5 of 6
6Back officeTrades flow on to settlement and reporting.Step 6 of 6

Try the platform

A simulated preview of order entry, pre-trade risk checks, orders and positions. Fictional instruments, no real orders.

Product preview — simulated data. No real market data and no real orders.

Try the platformBuying power: Tk 500,000.00

Market watch
Name	Last	Change
Alfa Demo Industries	48.20	0.00 (0.00%) unchanged
Beta Demo Bank	21.60	0.00 (0.00%) unchanged
Gamma Demo Power	132.50	0.00 (0.00%) unchanged
Delta Demo Textiles	9.80	0.00 (0.00%) unchanged
Epsilon Demo Pharma	287.00	0.00 (0.00%) unchanged
Zeta Demo Telecom	64.40	0.00 (0.00%) unchanged

Where it fits in the ecosystem

What this product receives, what it passes on, and where it sits between investors, the brokerage and the market.

Receives from

OSTOrders

Xpert Trading OMS

Passes to

Architecture

L1ChannelsWeb, desktop and branded mobile apps for investors and dealers.
L2Order managementOrder entry, amendment, cancellation and order book.
L3Risk controls (RMS)Built-in pre-trade risk checks: short-sell prevention, buying power and margin limit, order value and quantity limits, price band checks, exposure caps and blocked BO accounts.
L4Market connectivityConnections to Dhaka Stock Exchange and Chittagong Stock Exchange.
L5Back officeSettlement, accounts and reporting downstream.

Integrations

Dhaka Stock Exchange
FIX & ITCH certified
Order routing and market data for DSE.
Chittagong Stock Exchange
FIX & FAST certified
Order routing and market data for CSE.
Brokerage back office
Executed trades handed to back-office systems.

Security

Role-based access
Dealers, supervisors and investors see only what their role allows.
Risk checks on every order
Every order passes RMS checks before reaching the exchange: short-sell prevention, buying power and margin limit, order value and quantity limits, price band checks, exposure caps and blocked BO accounts.
Activity records
Order actions are recorded for review.