SohamClient by Prism Cybersoft

Following features are available:

Balances view
• 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 MTM summary.

All balances are calculated at periodic, admin configured time intervals.

Transaction Viewing:
• Ledger Balance
• Securities Register
• Collateral Register
• Trade Book
• DP Transactions

All transactions can be viewed on a real-time basis for a maximum date range of 31 days.

Data Entry:
• Funds receipt
• Funds payout request
• Home / work location latitude / longitude
• Receive images of KYC documents like PAN card, bank statement etc.
• Receive queries from customers.
• Send notifications to customers.
• Display office locations on Map