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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.