EDATA Broker Leader- EBL is a web based application developed especially for brokerage firms to monitor and manage users\brokers and clients alike. This application is used at the branches of the firm where clients can open accounts and trade through the firms; brokers (non-web clients). Meanwhile, client orders placed through all the other channels (ETL, SMS, etc) can also be tracked, in order to implement risk management and redirect certain risky orders to higher level supervision.

The broker can place orders on behalf of the client’s request, depending on the broker privileges and security settings. There are two modules of the broker version:

• Administrator module.
• Broker module.

Administrate and manage brokers/users Create groups of brokers and users of the intranet application, create groups of customers and relate customers to brokers, as well as assign different privileges to different brokers. Client segmentation Categorize clients into different segments based on their volume, or other factors, set settlement limits, margin ratios... And more Privileges and security settings Control types of privileges given to users /brokers, trading privileges, open account privileges, risk management privileges and other daily activities settings as printing checks, and much more.

Trading features Multi-market, multi-currency, all trading features are available for brokers including placing orders, market watch, express ticket, viewing orders placed by customers, transferring shares, money, andmore. Open accounts Receive open account request from customers at branch or through the web (using ETL), application process automation, open, accept, and activate clients’ accounts could be assigned to different users for security purposes. Risk management Monitor and redirect certain deals to higher level authorization. Watch and track margin calls, block unblock accounts, risk parameter settings, and more.