Smart Institution

Centralized Institutional Management with Single Dashboard

Complete Institutional Operations Management Platform
Manage all institutional workflows from a unified dashboard with separate process management, template-based settings, and live risk monitoring.

Centralized Institutional Management

Streamline all institutional workflows from a single intelligent dashboard with complete audit visibility and real-time synchronization.

Smart Institution provides a unified platform for managing STP (Straight Through Processing), OPT (Order Processing Terminal), modifications, uploads, and scheme changes — eliminating the need for multiple systems and reducing operational complexity.

Single Dashboard
Unified control center
Separate Institution Process
Independent workflows
Template Base Settings
Configurable templates
Live Risk Management
Trade fetch from live risk in market timing
Maker Checker System
Dual authorization
All Exchange Support
NSE, BSE, MCX, NCDEX

Core Features

Comprehensive institutional management capabilities

STP & Trade Processing

  • Straight Through Processing (STP)
  • Live risk management trade fetching
  • Exchange terminal file upload
  • Multi-exchange trade handling
  • Export STP & contract generation

Brokerage Management

  • Scrip base brokerage
  • Turnover base brokerage
  • Slab base brokerage
  • Manual brokerage adjustment
  • System brokerage automation

Smart Allocation System

  • Smart Allocation (Auto)
  • Qty Allocation (NSE/BSE/SLBM/FNO)
  • Client change allocation
  • Custodial change management
  • Contract No change handling

Custodian Integration

  • Per institution CSV file export
  • Custodian-specific format export
  • Contract/CSV file email to direct institution
  • Institution file fetch automation
  • Change of custodian code
  • PTA post trade allowance

Modification Management

  • Maker checker system
  • Trade/Order modifications
  • Market rate change & reset
  • Hand delivery mark
  • Trade delete with audit trail

Bulk Operations

  • Bulk institution import
  • Bulk upload functionality
  • CSV/Excel file uploads
  • Data validation & verification
  • Error reporting & rollback

Report BI & Analytics

Dynamic Report Generation

  • Broker can dynamically generate any reports
  • Real-time dashboards
  • Custom report builder
  • Performance metrics & analytics

Template & Settings

  • Template base settings
  • Configurable workflows
  • Institution-specific configurations
  • Reusable templates library

Key Benefits

Single Dashboard Control

Unified interface for all institutional operations, eliminating multiple systems and reducing complexity.

Flexible Brokerage Models

Support scrip, turnover, and slab-based brokerage structures with automated calculation.

Complete Automation

STP processing with live risk management for seamless trade execution and settlement.

Maker Checker Compliance

Dual authorization for critical operations ensuring regulatory compliance and control.

Universal Exchange Support

Works with all major exchanges (NSE, BSE, MCX, NCDEX) and custodians.

Transform Your Institutional Operations

Contact us to discover how Smart Institution can streamline your workflows

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