Brokerage and Asset Managem
A Happy Marriage: Brokerage & AM Features + NoCode Control
EGAR NoCode Broker and Asset Management has your firm covered across all key departments from client relations and enablement through trading and market data to settlement and reporting.
Built on a no-code Digital Process Automation platform, the solution allows you to natively design custom workflows that automate your business’s operations without stop-gap measures or manual entry exactly where you differentiate yourself from competitors.
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The EGAR NoCode Platform
Our no-code platform is a unique approach to application development that focuses on financial services and allows institutions to build and maintain applications faster with less human resources.
Learn More About NoCode8X fasterOur no-code platform -
Brokerage and Asset Management
On top of the NoCode platform, we’ve layered a feature-rich brokerage and asset management system that supports your business’s complex operations and asset classes. With integrations to match, the Build vs. Buy decision just became easier:
Learn More About Brokerage & AM
A Powerful Platform For Brokerage and Asset Management
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Onboarding
Seamless digital journeys rapidly customized to your organization's, accounts', and clients' unique needs -
Front Office
Workspaces for brokers, traders, and management with custom analytics and reports, connected to tools you know and love -
Client Workspaces
Client portals for reporting on managed accounts and self-trading dashboards for clients who demand control -
Risk and Limits Management
Standard risk metrics, models, with expandable libraries meet an industry leading hierarchal, pre-trade realtime limit control module -
Back Office
The most powerful no-code data and workflow management platform ever introduced to Capital Markets institutions -
Market Data
Leverage integrations with leading data providers, like Bloomberg, or unlock unprecedented value with our in-house global data coverage
Support the Products Your Clients Demand
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Securities
- Stocks
- Bonds
- Shares
- ETFs
- Bills
- Trade
- Repo
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Exchange Traded Derivatives (Futures and Options)
- Stocks
- Bond Baskets
- Interest Rates
- Indices
- Currency Pairs
- Commodities
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Cryptocurrencies
- Bitcoin
- AltCoins
- StableCoins
- Derivatives
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Precious Metals / Commodities
- Trade
- Deposits
- Physical
- OTC
- Futures
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Money Markets
- Loans
- Interbank Deposits
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OTC Derivatives
- IRS/CCS
- CDS
- Exotic Options
