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Easy, Fast, Accurate & Economic!
Backed by proven industry experience and state of the art technology implementation, Marlin automates business processes of the brokerage firm as per industry standard and offers a unified end to end solution
Marlin as service, at cloud infrastructure, bring world class application experience through easy subscription without involving no capex and offers ease of operations with quality not as a virtue but norm
Benefits
| Capex Saving & Ease of Operations |
No investment on technical infrastructure & periodic renewals of multiple systems
| Regular Periodic Updates |
Transparent system enhancements via continuous innovation & application maintenance
| Human Capital Efficient |
No additional human resource requirement for managing the system
| Pick & Choose |
Subscribe only what you need
| Pay as you Go |
Subscription based payment model that best fit for business needs
| Security & Business Continuity |
Enjoy industry best & latest security infrastructure without additional investment & complexity for high availability
| Device Diversity & Location Independence |
Accessible via plethora of electronic devices
Features
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Order Management |
| Real-time multi-asset class, multi-strategy system supporting multitenancy architecture to manage entire lifecycle |
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Mobile Trading |
| Supports online trading, real-time portfolio tracking, market data streaming & watch list management |
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Pre Trade Risk Management |
| An integrated real-time risk management system with Order Management System |
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Authority Management |
| Role based user access that maps as per organizational hierarchy |
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CRM |
| Inbuilt CRM for brokerage firms to manage their clients |
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Financials |
| Manage all accounting & GL requirements of stock brokerage firms |
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Vault |
| Manages dematerialization & materialization of securities |
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Trading & Settlement |
| Covers end to end order lifecycle supporting multi-exchange, multi-currency, multi-branch & multi-currency |
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Regulatory Compliance |
| Compliance reporting for APEX or frontline regulators |
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Alert Management |
| Supports electronic notifications in form of email & SMS on specific events |
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Our solutions are “Brilliantly Built”.
Our solutions are “Brilliantly Built” because they have our customers at the center. Backed by fanatical support, in depth expertise of consultants, and robust communication that permeates all phases of the project, working with the InfoTech group is a partnership that transforms organizations. ISO 9001 and 27001 certifications as well as a CMMI Level 3 software division ensure world class quality of product and solutions.
Having done some of the most complex implementations in some of the largest companies in emerging markets, InfoTech knows how critical the information technology environment is to the core functioning of an enterprise. InfoTech is known by its end users for approaching implementations not as projects but as game changing initiatives that re-invent entire companies.
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Order Management
A real-time, multi-asset class, multi-strategy system supporting multitenancy architecture to manages entire lifecycle of orders captured through various channels and funneling through embedded highly configurable pre-trade risk management against indigenous and regulatory policies.
Multi Venue
Marlin has the ability to route orders to multiple trading venues. It allows automatic order routing to connected exchanges in order to let the alternative venues to take advantage of extra liquidity, while reducing trading costs and ensuring full compliance.
Authority Management
Comprehensive Authority Management System is responsible for all type of security measures in the system. Role based user access to the system that assist the brokers to map their organizational hierarchy with system roles and users for defining system access that further controls the access to the data. Moreover, all transactions supports Maker & Checker mechanism.
Pre Trade Risk Management
Marlin supports real-time risk management that integrates with Order Management System. The system is updated before trading hours.
All qualified cash and security transactions carried out during market hours are sent to Order Management System on real-time fashion.
Trading & Settlement
Trading & Settlement module ensures STP on entire life cycle of the trade. It supports multi-Exchange, multi-market, multi-branch and multi-currency with capability to handle markets like Equities, Fixed Income Securities, Derivatives and Debentures. It also complements DVP model 1 and DVP model 3; whereas DVP model 2 is offered on demand. It covers all aspects, from trade inception until its settlement.
Vault
Vault manages dematerialized securities information of each registered client/investor. System provides a complete workflow to transform the materialized securities to dematerialized form. It integrates with Central Depository to synchronize client holding with Central Depository System. It also keeps track of Pledge and Release of securities.
Financials
Financials caters all accounting and GL requirements of a modern stock brokerage firm. To accommodate the accounting requirements of different regions, this module is developed around highly configurable parameters that each brokerage firms can customize ad per their needs.
It generates up-to-date General Ledger, Instant Trail Balance, Balance Sheet, Profit & Loss Statement, and Cash Flow Statement at any level of Chart of Account.
Alert Management
The system generates electronic notifications in form of E-mail, SMS and fax with content customization for each alert type. User can define alert on various events in the system for instant notification, in order to improve efficiency in the overall business processes, such as trade confirmation (contract note) and portfolio position report can be auto sent as attachment via email to the clients on a scheduled time, or reminder SMS may be configured in the system for debtors and creditors.
Regulatory Compliance
Marlin offers customized reports for compliance monitoring by the apex or frontline regulator. System also lets the user to define different configurable parameters for tracing suspected activities.
In-built compliance features of the system ensures that system regulations or guidelines are being complaint and any suspected or non-complying activity either can be monitored through various reports or e-mail notifications can be initiated for the compliance staff of the brokerage firm.
CRM
Marlin offers inclusive CRM that plays vital role for brokerage firm by allowing brokers to manage their business interaction with current and future customers as well as gaining a greater understanding of how to cater your customer’s needs. Marlin CRM assist its clients to reduce staffing costs and improve efficiency thus increasing customer satisfaction.
System Integrator
Marlin is an open ended system that communicates with the outer world through standard as well as proprietary communication protocols. System supports all versions of FIX and SWIFT to communicate with the ATS of the Exchange, Depository Company, clearing company, banks etc. Furthermore system allows exporting different formats of data for outsourcing purpose.
Migrators
Migrators are responsible for all types of data imports and exports through standard as well proprietary protocols. Few migrators are used just once (i.e. brokerage firm setup) whereas others are used periodically as per the requirements of the brokerage firm.
Following are key data migrators:
- Chart of account
- Account opening balances
- Clients from CDS
- Clients Portfolio balances
- CDS share transactions detail
- Exchange daily Orders
- Exchange daily Trades
- Exchange daily Market Data
- Contract wise settlement details – export
Mobile Trading
With more investors on the go, it is imperative to have the precise tools with you at all times to not only have the correct information on demand, however also the capability to place orders to make the trade.Thereby, Marlin is bundled with a comprehensive mobile trading application that enables the traders to remain sync with the market all the time.