You already manage money, on rails built a decade ago
Brokerages, AMCs, and advisory firms often run on manual order pads, spreadsheet reconciliation, and batch reporting. The book of business is real; the tooling underneath it is the bottleneck.
What it takes without pyPSX
Modernizing in-house means building an order-management layer, a reconciliation engine, and a reporting stack on top of existing NCCPL/CDC processes, a multi-year software project most asset managers aren’t staffed to run.
What the Broker API handles
- Order routing, programmatic orders across many client accounts.
- Positions & reconciliation, a single source of truth for holdings and P&L.
- Custody & settlement, NCCPL/CDC and T+1 without the manual steps.
- Statements & reporting, client and regulatory reporting from the same ledger.
Bring your book onto modern rails without rebuilding the back office yourself.
In development with design partners; sandbox coming soon. Tell us about your firm and your assets under management.