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Securities Brokerage Management System (SBMS) is developed to
satisfy the following needs in securities industry: Market Competition Intense Competition in securities industry requires Securities firms to put their customer's needs first. By offering customized and one on one service, brokerage system is one of the best ways to provide the excellent services to its investor clients. Brokerage Risk Control Implementation of brokerage system results some business risks, such as individual broker agent may puruse her/his client's investments for his/her own benefits, which definitely damage client's benefits and wealth, and ultimately losing client. In order to reduce/ease this kind of business risk, securities firm has to implement a set of performance evaluation schemes and measures to monitor and evaluate its broker agents' work performance. Establishing the Core Client Group for each securities firm In order to maximize client's value and improve return on investment, securities firm needs to establish a system to keep track of its client's investment profitability and target the most valuable clients for the firm. Basic Functions SBMS helps securities firm to manage its brokers. By utilizing the
traditional C/S model, the firm management is able to track
brokerage’s service performance at the levels of firm headquarter
by client management group and by individual broker agent on timely
manner. By calculating and monitoring the services commission,
number of lost client, activity level of transactions and changes
of client’s investments/assets more accurately and quickly, the
firm can help its brokers in a timely manner to build up the proper
brokerage relationship with investor clients while using the three
levels of authorization delegation management among firm
headquarter, client management group and individual broker agent. System Objectives Fully understanding the securities firm's separate networks for investor clients and internal services management, SBMS utilizes the popular Component- based Three Tiers Applications technology to achieve the following objectives:
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System Characteristics
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