SohamBranch by Prism Cybersoft

• Following features are available:

View Balances:
• Open Positions across various segments like equities, mutual funds, SLB, currency, commodities, derivatives etc.
• DP Holdings
• Funds Ledger Balance
• Stock Balances
• Real-Time Trades
• YTD and MTD MTM, Previous Day MTM summary.

View Transactions:
• Ledger Balance
• Securities Register
• Collateral Register
• Trade Book
• DP Transactions

Data Capture
• Funds receipt
• Funds payout request
• Home / work location latitude / longitude
• Receive images of KYC documents like PAN card, bank statement etc.

Others:
• View master data like address, contact details, mapped bank and demat accounts.
• Receive queries from customers.
• Send notifications to customers.
• Display office locations on Map