Management and ongoing support of client’s accounts
Sidoma WEB
Sidoma WEB
Sidoma WEB is a web application for brokerage houses, which enables investors to operate independently their brokerage accounts and trade financial instruments.
As a part of SIDOMA product family, it is adjusted to work with UTP exchange system and to serve foreign markets. It provides order processing and settlement of transactions in real time.
Benefits for brokerage houses
Easier sale of investment products to clients, thanks to the possibility of adjusting the offer to their needs and interests
Efficient communication with clients by automatic messages and notifications
Decreasing client services costs – thanks to automation, most operations are performed by users on their own
Benefits for the end client
Ongoing control over investments – the application works in real time, so the user will not miss any offers and transactions
Faster response to market changes thanks to PUSH notifications
Efficient end safe investing in financial instruments offered by brokerage houses
Convenience – unlimited access to brokerage account anytime and anywhere
Investment offers are more adjusted to the needs and interests of clients
Selected functionalities
Intuitive and fast creation of the investment account via Internet
Easy access to integrated and detailed information about the account and financial instruments purchased through the brokerage house
Detailed account history, including i.e. investments, orders and logins
Handling of a wide range of public offers, including those addressed individually, and ensuring executing orders on both the stock exchange market and over-the-counter market
Overview of stock exchange quotations
Effective management of bank accounts, easy handling of deposits and withdrawals
Intuitive and quick modification of personal data
A possibility to conduct surveys with the clients (according to MIFID2, FATCA, AML)
Talk to our expert
Beata Olejniczak-Przybylska
Business Area Director
bolejniczakprzybylska@sygnity.pl
Any questions about the product?
