Trusted By Many Companies
Introducing Reliance Trade Office
Benefit from end-to-end support for operational processes & trading across various capital markets
FEATURES
Why Customers use Reliance Trade Office
Its used for a plethora of reasons ranging from Multi-exchange/Multi-asset valuation and trade posting to tracking of corporate actions to certificate Management and others.
Financial/Book-Keeping
Reliance Trade Office has a robust financial module that can meet the capital market
HR Application
Get a seamless application that addresses organizational processes of onboarding, tracking skill gaps, scheduling training and more
Broker Operations & CRM
Manage the declaration, propagation, tracking and receipt of corporate actions adequately
Document Management & Workflow
Store electronic documents, define workflows and correlate all data on transaction processing with ease
Streamline your business operations with ease
Keep your customers engaged
Manage customer records and group the customers according to business model, keep track of transactions between the company and customers, keep track of their customer-facing portal, notification management and an authentic customer balance tracking and statement.
Be empowered to provide intelligent investment advice to clients
Reliance Trade Office has a built-in reconciliation feature which can help an organization automate their reconciliation process by automatically matching transactions. These features are ever evolving to accommodate the use of AI to automate reconciliation processes.
Why Reliance Trade Office for your Business?
Delivers full automation of all back-office and customer-facing activities empowering all stakeholders to make just-in-time data-driven decisions that impact the bottom-line. Organizations using this can streamline their business operations, amplify profitability, and gain competitive advantage.
