Available with all our web-based trading applications, Orbis Back Office streamlines administrative functions, letting you manage all your clients' accounts and trades through a single user-friendly interface. Customer service is made more efficient with real-time displays of balance and portfolio information.

Need to control client access? Orbis Back Office lets you restrict user privileges as you see fit. Determine which Orbis applications your clients can use and which special features are available to them: real-time quotes, level II access, and so on. Risk management tools allow you to put a dollar limit on user transactions and to control what kinds of trades each account can make. Orbis Back Office also gives you the ability to determine which types of clients each broker can work with, and it lets you customize commission charges for each user: choose a flat rate, set an amount per share, or create your own formula.

This powerful administrative solution also lets you manually execute orders and update balances, view from a single screen all orders being placed in your system, export selected data to a spreadsheet, post system-wide messages on your website, and receive automatic updates on corporate actions.

Learn more about Orbis Back Office.