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Operations

Streamlined Operations.
Automated. Compliant. Scalable.

Algoment designs and automates your brokerage back-office — from trade reconciliation and regulatory reporting to client lifecycle management and support desk workflows, so your team focuses on growth, not paperwork.

Operations Management

What We Deliver

End-to-End Back-Office
Infrastructure

Back-Office System

Centralised back-office covering account management, trade reconciliation, P&L attribution, and regulatory reporting — all in one integrated dashboard.

Back-Office System

Centralised back-office covering account management, trade reconciliation, P&L attribution, and regulatory reporting — all in one integrated dashboard.

Regulatory Reporting

Automated generation of EMIR, MiFIR, and local regulatory reports. Scheduled submissions with built-in validation and audit trail for full compliance.

Regulatory Reporting

Automated generation of EMIR, MiFIR, and local regulatory reports. Scheduled submissions with built-in validation and audit trail for full compliance.

Trade Reconciliation

Daily automated reconciliation between trading platforms, LPs, and internal ledgers. Exception flagging, break resolution, and settlement management.

Trade Reconciliation

Daily automated reconciliation between trading platforms, LPs, and internal ledgers. Exception flagging, break resolution, and settlement management.

Client Lifecycle Management

End-to-end client journey management — onboarding, KYC review, account upgrades, dormancy workflows, and offboarding procedures all automated.

Client Lifecycle Management

End-to-end client journey management — onboarding, KYC review, account upgrades, dormancy workflows, and offboarding procedures all automated.

Support Desk Integration

Ticketing system integration, escalation workflows, SLA management, and client communication logging — keeping your operations team aligned.

Support Desk Integration

Ticketing system integration, escalation workflows, SLA management, and client communication logging — keeping your operations team aligned.

Operations Analytics

Real-time dashboards for key operational KPIs — onboarding funnel conversion, support ticket resolution rates, trade error rates, and throughput metrics.

Operations Analytics

Real-time dashboards for key operational KPIs — onboarding funnel conversion, support ticket resolution rates, trade error rates, and throughput metrics.

How We Work

From Audit to Full Automation

1
Step 01

Operations Audit

We map your current workflows, identify bottlenecks, compliance gaps, and automation opportunities across your entire operation.

2
Step 02

System Design

Custom back-office architecture designed around your brokerage model, team structure, regulatory obligations, and reporting cadence.

3
Step 03

Integration & Automation

Connect platform APIs, LP feeds, PSPs, and CRM — automated workflows eliminate manual tasks and reduce operational risk.

4
Step 04

Training & Handover

Full team training on the new system, runbooks for all key processes, and ongoing operational support during the transition period.

FAQ

Frequently Asked
Questions

We integrate with all major CRM and back-office platforms including Syntellicore, B2Core, FX Back Office, and custom-built systems. We also build bespoke back-office solutions where required.
We deploy reporting engines that auto-generate and submit EMIR, MiFIR, transaction reports, and local regulatory filings on schedule — with validation checks, exception alerts, and full audit trails.
Yes. We build fully automated onboarding pipelines — from initial registration and KYC document collection through identity verification, risk profiling, and account approval — with manual review queues for exceptions.
Our automation reduces operational headcount requirements significantly. A well-configured brokerage using our systems can be run by a team of 3–5 operations staff at volumes that would traditionally require 15–20.

Ready to Automate
Your Back-Office?

Let our operations team audit your current workflows and design a fully automated back-office built for your scale.

Chat with us