Home Products & Services Securities Solutions Department

Securities Solutions Department

The benchmark of services integration in securities industry

  • We have been intensively working in the securities market for more than 30 years. Our personnel have an average experience of more than 10 years and they also have relevant professional licenses and certifications. They are able to analyze the market and business trends, and hence can grow with our customers.
  • We offer comprehensive solutions for securities related businesses such as securities, futures, options, sub-brokerage, wealth management, and fund and security loan.
  • It has a comprehensive core system in the front-end, middle and back-end platform for the securities industry, providing the securities firms with single and stable service quality.

Product description

Introduction of the department

It offers comprehensive system integration proposals for various core businesses of domestic and overseas transactions as well as securities firms’ securities, futures, and options. It is able to understand the market trends and provides the best and most stable transaction and accounting platforms to securities firms and futures brokers, as well as consulting services.

Product description

Securities trading and accounting system
Futures trading and accounting system
STrade server connection
The smart middle platform system for securities, futures and options
  • Features
  • The automated and comprehensive trading system provides automation operations, including account checkout, switching between morning trading and afternoon trading, make up report, file reception, PVC connection, automatic file reception of depository, and account auditing services.
  • Diversified parameters: various parameters such as handling fee rate, transaction tax rate, interest rate of financing fund and bond, discount rate, etc., can be set through various setting approaches for the company, customer, stock, and market.
  • It can provide functions such as real-time retention rate, risk control and accounting query to help the securities firm control customer risks.
  • It includes all of the amount deposit and deduction functions for settlement banks on the market.
  • Functions
  • The transaction control, account summary, and various businesses performance, and financial and accounting reports for securities brokers and proprietary businesses.
  • Stock exchange server connection and daily market information.
  • It provides online service functions required by the digital securities firms: online account opening, signature, automatic pre-collection and earmark of funds and securities, fund lending, dual-way securities lending, and DMA.
  • It includes all the products in regard to the business of brokers, including securities firm, proprietary trading and accounting system, dual-way securities lending, fund lending, dollar-cost averaging, depository STP, prevention of money laundering, FATCA, CRS, etc.
  • Features
  • Domestic and overseas data integration. The cross-system data exchange is not required, and thus its maintenance cost is the lowest.
  • The differentiated management for customers with different transaction attributes can fulfill the different requirements of professional institutional investors and individual investors.
  • Risk control with the fastest price update speed. It provides comprehensive risk control supplementary functions, so that the futures brokers can respond and process within the shortest time.
  • The automated processes are available in the daily operations prior to the opening of the market, intraday risk control, post-market accounting and daily posting, which have simplified the routine operation procedures of the system.
  • Functions
  • The transaction risk control, account summary and various business performance and financial and accounting reports for domestic and overseas futures brokers and proprietary businesses.
  • Futures exchange server connection, reception of daily market information, and the real-time application and query of the clearing house.
  • It provides online service functions required by the digital futures brokers: online account opening, signature, domestic and foreign fund transfer and foreign exchange application for customers, designated transaction balance offset and application for combination or separation, application for the optimal transaction balance and combination of margins.
  • It can receive the real-time deposits from bank accounts. It provides comprehensive transaction order placement for the electronic transaction platform and the middle platform, and real-time risk control and accounting query functions.
  • Features
  • The newly developed system using the In Memory technology saves the IO time for writing to the database.
  • Transaction route, active alert for service interruption, and automatic reconnection and replenishment report mechanism, which have provided a comprehensive and active protection mechanism.
  • Automatic flow distribution of order placements to ensure the effectiveness of the best trading route and load balance.
  • The real-time collaboration synchronization mechanism can be horizontally expanded, and each unit is able to reach the Active-Active state without conducting backup switching.
  • Functions
  • Stock exchange server connection function and reception of messages and files.
  • The interface function of order placement on the electronic platform.
  • The order placement function in the terminal of the trading room.
  • System monitoring and active alert for abnormal status.
  • Features
  • The newly developed system using the In Memory technology, and it also uses the modular design with high flexibility for expansion.
  • The front-end, middle, and back-end platform can be highly integrated. It provides one-stop comprehensive services to save the maintenance cost.
  • In addition to the core of main transactions, it can be expanded for various online application operations according to the creation of new businesses.
  • It can connect to all electronic order placement products on the current market and it also provides an integrated data exchange and management interface.
  • Functions
  • The integrated interface of electronic transaction and accounting query for securities, futures, options and sub-brokerage.
  • The trader’s Single Sign-On and online password unlocking and reissuing functions.
  • It provides the electronic platform with functions such as the designated write-off of stock shares and credit, application for offset and compensation, calculation of retention rate, etc.
  • It provides the electronic platform with fund transfer applications such as the designated offset of futures and options, combination and separation, mutual transfer of funds and exchange of funds.
Futures and options’ fast order placement system
The securities specialists’ self-key in system for securities, futures and options
Securities fund lending and dual-way securities lending system
  • Features
  • The order placement interface can be freely selected, and its settings will be uploaded and stored on the cloud, so that traders can keep the most comfortable order placement environment for themselves.
  • The conditions for order placement can be set by the mouse or keyboard, to provide the fastest order command and operation.
  • It offers single and batch order placement methods, so that the traders can use these methods for arbitrage, cutting loss and realizing profit.
  • Functions
  • The futures and options are integrated for quick order placement, real-time calculations for profit and loss, and accounting query.
  • Conditional order placement: cutting loss or realizing profit, price realization, movable cutting loss, choose one of two options.
  • It provides the transaction, accounting and market API components for program transaction and connection of traders.
  • It provides various versions for individual investors, professional institutional investors, proprietary firms, etc.
  • Features
  • It integrates the order placement functions of securities, futures and options, and it provides a single order placement interface for securities specialists.
  • It can query basic customer information, balance, real-time profit and loss, retention rate, and risk indicators, to provide useful information for customer service.
  • It provides a single operation interface for securities specialists, so that they do not have to operate in different securities and futures systems at the same time, which is very inconvenient compared to the conventional way of logging into different systems for order placement and query.
  • Functions
  • The integrated order placement interface for securities, futures, and options.
  • Basic customer information query, real-time accounting and query of historical trading data.
  • It integrates the caller ID system, so that it can automatically bring up the customer’s account number.
  • It provides various versions for securities specialists, order placement in the trading room, and order placement for VIP customers.
  • Features
  • It integrates the securities trading and accounting system to provide the arbitrage and hedging requirements for individual investors and professional institutional investors.
  • It is effectively integrated with credit transaction quotas, achieving the best utilization efficiency for the allocation and control of bond sources.
  • It effectively integrates the securities trading and fund and security loan, and all operations can be carried out in a single interface.
  • Functions
  • T+5 fund lending, half-year fund lending, and fund lending with unlimited purpose.
  • Negotiable securities lending and securities lending functions.
  • The reminder for expiration of fund and security loan, and automatic extension function.
  • Calculation of retention rate for collateral and pledge, the adjustment of retention rate in line with ex-right and ex-dividend and related margin call functions.
Securities trading and accounting system
Futures trading and accounting system
  • Features
  • The automated and comprehensive trading system provides automation operations, including account checkout, switching between morning trading and afternoon trading, make up report, file reception, PVC connection, automatic file reception of depository, and account auditing services.
  • Diversified parameters: various parameters such as handling fee rate, transaction tax rate, interest rate of financing fund and bond, discount rate, etc., can be set through various setting approaches for the company, customer, stock, and market.
  • It can provide functions such as real-time retention rate, risk control and accounting query to help the securities firm control customer risks.
  • It includes all of the amount deposit and deduction functions for settlement banks on the market.
  • Functions
  • The transaction control, account summary, and various businesses performance, and financial and accounting reports for securities brokers and proprietary businesses.
  • Stock exchange server connection and daily market information.
  • It provides online service functions required by the digital securities firms: online account opening, signature, automatic pre-collection and earmark of funds and securities, fund lending, dual-way securities lending, and DMA.
  • It includes all the products in regard to the business of brokers, including securities firm, proprietary trading and accounting system, dual-way securities lending, fund lending, dollar-cost averaging, depository STP, prevention of money laundering, FATCA, CRS, etc.
  • Features
  • Domestic and overseas data integration. The cross-system data exchange is not required, and thus its maintenance cost is the lowest.
  • The differentiated management for customers with different transaction attributes can fulfill the different requirements of professional institutional investors and individual investors.
  • Risk control with the fastest price update speed. It provides comprehensive risk control supplementary functions, so that the futures brokers can respond and process within the shortest time.
  • The automated processes are available in the daily operations prior to the opening of the market, intraday risk control, post-market accounting and daily posting, which have simplified the routine operation procedures of the system.
  • Functions
  • The transaction risk control, account summary and various business performance and financial and accounting reports for domestic and overseas futures brokers and proprietary businesses.
  • Futures exchange server connection, reception of daily market information, and the real-time application and query of the clearing house.
  • It provides online service functions required by the digital futures brokers: online account opening, signature, domestic and foreign fund transfer and foreign exchange application for customers, designated transaction balance offset and application for combination or separation, application for the optimal transaction balance and combination of margins.
  • It can receive the real-time deposits from bank accounts. It provides comprehensive transaction order placement for the electronic transaction platform and the middle platform, and real-time risk control and accounting query functions.
STrade server connection
The smart middle platform system for securities, futures and options
  • Features
  • The newly developed system using the In Memory technology saves the IO time for writing to the database.
  • Transaction route, active alert for service interruption, and automatic reconnection and replenishment report mechanism, which have provided a comprehensive and active protection mechanism.
  • Automatic flow distribution of order placements to ensure the effectiveness of the best trading route and load balance.
  • The real-time collaboration synchronization mechanism can be horizontally expanded, and each unit is able to reach the Active-Active state without conducting backup switching.
  • Functions
  • Stock exchange server connection function and reception of messages and files.
  • The interface function of order placement on the electronic platform.
  • The order placement function in the terminal of the trading room.
  • System monitoring and active alert for abnormal status.
  • Features
  • The newly developed system using the In Memory technology, and it also uses the modular design with high flexibility for expansion.
  • The front-end, middle, and back-end platform can be highly integrated. It provides one-stop comprehensive services to save the maintenance cost.
  • In addition to the core of main transactions, it can be expanded for various online application operations according to the creation of new businesses.
  • It can connect to all electronic order placement products on the current market and it also provides an integrated data exchange and management interface.
  • Functions
  • The integrated interface of electronic transaction and accounting query for securities, futures, options and sub-brokerage.
  • The trader’s Single Sign-On and online password unlocking and reissuing functions.
  • It provides the electronic platform with functions such as the designated write-off of stock shares and credit, application for offset and compensation, calculation of retention rate, etc.
  • It provides the electronic platform with fund transfer applications such as the designated offset of futures and options, combination and separation, mutual transfer of funds and exchange of funds.
Futures and options’ fast order placement system
The securities specialists’ self-key in system for securities, futures and options
  • Features
  • The order placement interface can be freely selected, and its settings will be uploaded and stored on the cloud, so that traders can keep the most comfortable order placement environment for themselves.
  • The conditions for order placement can be set by the mouse or keyboard, to provide the fastest order command and operation.
  • It offers single and batch order placement methods, so that the traders can use these methods for arbitrage, cutting loss and realizing profit.
  • Functions
  • The futures and options are integrated for quick order placement, real-time calculations for profit and loss, and accounting query.
  • Conditional order placement: cutting loss or realizing profit, price realization, movable cutting loss, choose one of two options.
  • It provides the transaction, accounting and market API components for program transaction and connection of traders.
  • It provides various versions for individual investors, professional institutional investors, proprietary firms, etc.
  • Features
  • It integrates the order placement functions of securities, futures and options, and it provides a single order placement interface for securities specialists.
  • It can query basic customer information, balance, real-time profit and loss, retention rate, and risk indicators, to provide useful information for customer service.
  • It provides a single operation interface for securities specialists, so that they do not have to operate in different securities and futures systems at the same time, which is very inconvenient compared to the conventional way of logging into different systems for order placement and query.
  • Functions
  • The integrated order placement interface for securities, futures, and options.
  • Basic customer information query, real-time accounting and query of historical trading data.
  • It integrates the caller ID system, so that it can automatically bring up the customer’s account number.
  • It provides various versions for securities specialists, order placement in the trading room, and order placement for VIP customers.
Securities fund lending and dual-way securities lending system
  • Features
  • It integrates the securities trading and accounting system to provide the arbitrage and hedging requirements for individual investors and professional institutional investors.
  • It is effectively integrated with credit transaction quotas, achieving the best utilization efficiency for the allocation and control of bond sources.
  • It effectively integrates the securities trading and fund and security loan, and all operations can be carried out in a single interface.
  • Functions
  • T+5 fund lending, half-year fund lending, and fund lending with unlimited purpose.
  • Negotiable securities lending and securities lending functions.
  • The reminder for expiration of fund and security loan, and automatic extension function.
  • Calculation of retention rate for collateral and pledge, the adjustment of retention rate in line with ex-right and ex-dividend and related margin call functions.
Securities trading and accounting system
  • Features
  • The automated and comprehensive trading system provides automation operations, including account checkout, switching between morning trading and afternoon trading, make up report, file reception, PVC connection, automatic file reception of depository, and account auditing services.
  • Diversified parameters: various parameters such as handling fee rate, transaction tax rate, interest rate of financing fund and bond, discount rate, etc., can be set through various setting approaches for the company, customer, stock, and market.
  • It can provide functions such as real-time retention rate, risk control and accounting query to help the securities firm control customer risks.
  • It includes all of the amount deposit and deduction functions for settlement banks on the market.
  • Functions
  • The transaction control, account summary, and various businesses performance, and financial and accounting reports for securities brokers and proprietary businesses.
  • Stock exchange server connection and daily market information.
  • It provides online service functions required by the digital securities firms: online account opening, signature, automatic pre-collection and earmark of funds and securities, fund lending, dual-way securities lending, and DMA.
  • It includes all the products in regard to the business of brokers, including securities firm, proprietary trading and accounting system, dual-way securities lending, fund lending, dollar-cost averaging, depository STP, prevention of money laundering, FATCA, CRS, etc.
Futures trading and accounting system
  • Features
  • Domestic and overseas data integration. The cross-system data exchange is not required, and thus its maintenance cost is the lowest.
  • The differentiated management for customers with different transaction attributes can fulfill the different requirements of professional institutional investors and individual investors.
  • Risk control with the fastest price update speed. It provides comprehensive risk control supplementary functions, so that the futures brokers can respond and process within the shortest time.
  • The automated processes are available in the daily operations prior to the opening of the market, intraday risk control, post-market accounting and daily posting, which have simplified the routine operation procedures of the system.
  • Functions
  • The transaction risk control, account summary and various business performance and financial and accounting reports for domestic and overseas futures brokers and proprietary businesses.
  • Futures exchange server connection, reception of daily market information, and the real-time application and query of the clearing house.
  • It provides online service functions required by the digital futures brokers: online account opening, signature, domestic and foreign fund transfer and foreign exchange application for customers, designated transaction balance offset and application for combination or separation, application for the optimal transaction balance and combination of margins.
  • It can receive the real-time deposits from bank accounts. It provides comprehensive transaction order placement for the electronic transaction platform and the middle platform, and real-time risk control and accounting query functions.
STrade server connection
  • Features
  • The newly developed system using the In Memory technology saves the IO time for writing to the database.
  • Transaction route, active alert for service interruption, and automatic reconnection and replenishment report mechanism, which have provided a comprehensive and active protection mechanism.
  • Automatic flow distribution of order placements to ensure the effectiveness of the best trading route and load balance.
  • The real-time collaboration synchronization mechanism can be horizontally expanded, and each unit is able to reach the Active-Active state without conducting backup switching.
  • Functions
  • Stock exchange server connection function and reception of messages and files.
  • The interface function of order placement on the electronic platform.
  • The order placement function in the terminal of the trading room.
  • System monitoring and active alert for abnormal status.
The smart middle platform system for securities, futures and options
  • Features
  • The newly developed system using the In Memory technology, and it also uses the modular design with high flexibility for expansion.
  • The front-end, middle, and back-end platform can be highly integrated. It provides one-stop comprehensive services to save the maintenance cost.
  • In addition to the core of main transactions, it can be expanded for various online application operations according to the creation of new businesses.
  • It can connect to all electronic order placement products on the current market and it also provides an integrated data exchange and management interface.
  • Functions
  • The integrated interface of electronic transaction and accounting query for securities, futures, options and sub-brokerage.
  • The trader’s Single Sign-On and online password unlocking and reissuing functions.
  • It provides the electronic platform with functions such as the designated write-off of stock shares and credit, application for offset and compensation, calculation of retention rate, etc.
  • It provides the electronic platform with fund transfer applications such as the designated offset of futures and options, combination and separation, mutual transfer of funds and exchange of funds.
Futures and options’ fast order placement system
  • Features
  • The order placement interface can be freely selected, and its settings will be uploaded and stored on the cloud, so that traders can keep the most comfortable order placement environment for themselves.
  • The conditions for order placement can be set by the mouse or keyboard, to provide the fastest order command and operation.
  • It offers single and batch order placement methods, so that the traders can use these methods for arbitrage, cutting loss and realizing profit.
  • Functions
  • The futures and options are integrated for quick order placement, real-time calculations for profit and loss, and accounting query.
  • Conditional order placement: cutting loss or realizing profit, price realization, movable cutting loss, choose one of two options.
  • It provides the transaction, accounting and market API components for program transaction and connection of traders.
  • It provides various versions for individual investors, professional institutional investors, proprietary firms, etc.
The securities specialists’ self-key in system for securities, futures and options
  • Features
  • It integrates the order placement functions of securities, futures and options, and it provides a single order placement interface for securities specialists.
  • It can query basic customer information, balance, real-time profit and loss, retention rate, and risk indicators, to provide useful information for customer service.
  • It provides a single operation interface for securities specialists, so that they do not have to operate in different securities and futures systems at the same time, which is very inconvenient compared to the conventional way of logging into different systems for order placement and query.
  • Functions
  • The integrated order placement interface for securities, futures, and options.
  • Basic customer information query, real-time accounting and query of historical trading data.
  • It integrates the caller ID system, so that it can automatically bring up the customer’s account number.
  • It provides various versions for securities specialists, order placement in the trading room, and order placement for VIP customers.
Securities fund lending and dual-way securities lending system
  • Features
  • It integrates the securities trading and accounting system to provide the arbitrage and hedging requirements for individual investors and professional institutional investors.
  • It is effectively integrated with credit transaction quotas, achieving the best utilization efficiency for the allocation and control of bond sources.
  • It effectively integrates the securities trading and fund and security loan, and all operations can be carried out in a single interface.
  • Functions
  • T+5 fund lending, half-year fund lending, and fund lending with unlimited purpose.
  • Negotiable securities lending and securities lending functions.
  • The reminder for expiration of fund and security loan, and automatic extension function.
  • Calculation of retention rate for collateral and pledge, the adjustment of retention rate in line with ex-right and ex-dividend and related margin call functions.