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)

Learn more about our offer

for banking

Talk to our expert

Beata Olejniczak-Przybylska

Business Area Director

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