UniTrader
Back Office Console (BOC) For Market Makers

BOC

UT’s Back Office Console will be used predominately by a Market Maker with its own client base.

UT’s BOC will also be used by a White Label Broker who would have full rights to establish its own clients and pass risk to a Market Maker.

The BOC is loaded with all needed tools to onboard customers, Introducing Brokers, Money Managers and logically assign relationship between all participants.

Also, the BOC is the place where the Market Maker will set up trading instruments, establish spreads, commissions, transaction fees, swaps and much more.

UT's development team designed an uncluttered BOC that is easy to understand and use by either start up Market Makers or somebody has been in business for a while and needs all tools to deal with Introducing Brokers and their clients.

In fact BOC can be easily operated by a single person or a small size Back Office team.

BOC and its functions

• To onboard Clients, create Clients’ Accounts and link Clients to Sales People.
• To onboard and establish a relationship between Introducing Brokers, Sales People, Clients and Clients Accounts.
• To onboard and establish a relationship between Money Managers, their Clients, Introducing Brokers and Sales People.
• To establish products and settings for the whole company as well for each separate Introducing Broker, Money Manager or Account.
• To establish Back Office Personnel, Dealers and Sales People and assign corporate rights to each person.
• To run Reports for the whole company, Introducing Brokers, Money Managers or Clients.
• To communicate with Introducing Brokers, Money Managers and Clients.
• To set up Clearing Accounts for the whole Company.
• Set up White Labels and assign full or limited rights.

The UniTrader BOC is designed to satisfy the needs of Market Makers who understand the complexity of dealing with Introducing Brokers and their clients. While dealing with Market Makers who have over 3,000 IBs, UT’s developers understood the role of IBs in the OTC markets and what kind of relationship they have with the Market Makers, Sales People and their own clients. Additionally, UT has designed the back office that easily allows setting up Money Managers and assign customers’ accounts to them.