A flexible, easy-to-use stockbroking and wealth advisory software portal, GBST FrontOffice helps advisers strengthen client relationships and generate more revenue.
FrontOffice is GBST’s market leading customer relationship management (CRM) system designed specifically with advisers and dealer assistants in mind. The intuitive application helps improve conversion rates and generate more revenue by:
At the same time, back office security is maintained since advisers do not have physical access to settlement and clearing systems.
With its browser-based dashboard, individual users can easily personalise FrontOffice to match their workflows with both pre-built and custom apps. This allows advisers to schedule, manage and track all client activities as well as log and view phone calls, notes and action items.
FrontOffice automatically integrates with back office systems from GBST, pulling account data in from GBST Shares, GBST Derivatives Client Accounting (DCA) and GBST Margin Lending. It also integrates with other back office providers as well as electronic verification services for streamlined client on-boarding.
White labelling capabilities allow trading participants and third-party clearers the ability to brand the application – giving management, advisers and dealer assistants one-stop access to current customer data.
Streamline your business with real-time integration and end-to-end processing of equities in the middle and back office across all types of participants with GBST Shares™.
Improve efficiency with real-time message and trade processing, instant updates and flexible reporting with GBST DCA.
Gain greater insight into your financial services business with our flexible, comprehensive GBST Business Intelligence Reporting (BIR) tool, which is fully integrated with all other GBST solutions right out-of-the-box.
Access real-time views of market data and submit, schedule, amend or cancel orders easily with GBST Order Management System (OMS).
Predict and monitor margin requirements for both cash market transactions and derivatives using GBST MarginSuite, and leverage GBST Business Intelligence Reporting (BIR) to calculate capital liquidity requirements.