Finwave Back Office

Techexcel is a technology-driven back office management platform to help brokers simplify their client management and servicing operations. Embedding several client-centric features to the platform, Techexcel empowers end-clients to place self-service requests, thus bringing down the back-office workload.

Key Features

Finwave Back-office is a complete back end solution powered by the latest technologies to help you deal with all client requests and manage office operations smoothly.

  • Multidimensional platform both for partners and end-clients. Automatic statement email to registered email IDs.
  • Customized report builder for brokerage, stocks, turnover, risk, etc.
  • Intuitive client master module for adding, viewing or modifying client information

Advantages of Using Finwave Back Office

Finwave Back office is a comprehensive and future-ready platform to manage critical financial information of all clients, offering several unprecedented advantages.

  • Place fund payout, stock payout and buyback requests in real-time.
  • View live trading and portfolio valuation reports for all clients.
  • Enable clients to place fund payout request directly by logging in.
  • Simplified back office management owing to automated report emails, data access and other features.

Attention Investors:

"Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with us. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.......... Issued in the interest of investors". "Prevent Unauthorized Transactions in your Demat account --> Update your Mobile Number with us. Receive alerts on your Registered Mobile for all debit and other important transactions in your Demat account directly from CDSL on the same day.......... Issued in the interest of investors". "KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary." "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account." "Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020." "Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge." " Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month."