Why Us?

Back Office Support System (BOSS) is a comprehensive post-trade management solution specifically designed to assist managers and accounting operations in managing post-trade activities.

We teamed up with one of our capital market clients to identify challenges they faced managing the their back office processes, and we came up with many innovative ways to simplify rather complex processes. We built the platform from ground up for extensibility and customizability, which will allow any Capital Market Firm in the market make use of our platform to streamline their back-offices processes.

Our solution can scale to any kind of securities trading scenarios, in whatever volume you actively trade, regardless of the number of brokers, clearing firms and custodians you are using. We are also one of the first vendors to offer built-in CSA, Soft$ and CMTA trading and commissions management.

Watch the video for a brief introduction to BOSS.

printIn this 2-minute demo, we go over the reporting capabilities of our Back Office Support Solution for Broker-Dealers. Specifically, we discuss how the solution simplifies reporting though:

  • The comprehensiveness of the reports
  • The ease of access and ability to drill down
  • The ease of exportability

Watch the demo.

laptopWe believe the best way for Capital Market Firms to address the issue of back-office inefficiency is with a customizable, automated and web-based solution, which is delivered as a service.  Using a Saas-based (software as a service) solution can help companies streamline and integrate the different aspects of the post-trade process, including profitability reporting, client commissions, soft dollar programs and CMTA, eliminating hours of labor costs and providing instant access to all data across the globe without worrying about the mechanics. Click here to read the article.

gears2BOSS can be adapted to suit your exact payout authorization procedures and compensation structure. Every company is unique and therefore, we have made sure to account for even the most complex payout structures, including tiered payout structures.

Watch a quick demo video of our customizable Broker Payout feature.

BOSS also makes it extremely easy to define contract exceptions and associate those exceptions to accounts within the BOSS system. The reporting feature also helps to ensure no money is being left on the table.

Watch a quick demo video on how BOSS handles Contract Exceptions. 

chart-growthIn order to retain their current customers and compete in today’s fast-paced market, Capital Market Firms must find a way to increase operational efficiency while simultaneously finding new ways to bring value to their clients. We believe a Broker Dealer Software solution for post-trade management can help address these needs and give securities organizations an edge on the competition.

To learn more about BOSS’s features and capabilities, watch our series of quick video demos here.

For a quick video on the 5 Critical Parts of our Proprietary Payout Rules Engine, click here.

chat2We recently sat down with one of our first clients, Rosemary Heaphy from Concept Capital, to understand her experience with BOSS and how BOSS is bringing value to her company.

Q: Can you name the top three ways BOSS makes your life easier?

A: First would be Broker Payouts, which is a monthly function. We have so many brokers and have to get payroll done within a week; and we wouldn’t be able to do it without a system like BOSS…read the full article here.