Client app · iOS and Android
Your brokerage, in every client's pocket.
A native app in your name and colours. Clients see their portfolio, money and settlement status without calling your office, and you reach them the moment something needs attention.
Your Brokerage
Namaste, Aarati
Portfolio value
Rs. 1,92,973.00
LTV 42% · call at 60%
NABIL
120 units
Rs. 61,488.00
UPPER
300 units
Rs. 64,410.00
API
250 units
Rs. 67,075.00
What clients get
The answers they call you for, on one screen.
Portfolio and holdings
Ledger and settlement
Top-ups and payouts
Contract notes and statements
IPO calendar
Alerts that matter
Same record everywhere
The app, the portal and your back office show the same numbers.
- One client record shared by app, portal and back office
- Statuses update as the back office posts entries
- Branch and relationship manager shown on every client profile
Client ledger · Your Brokerage
Available balance Rs. 39,563.40
| Date | Entry | Amount | Status |
|---|---|---|---|
| Buy NABIL 12002 Nov | −Rs. 61,488.00 | Settling T+2 | |
| Top-up via ConnectIPS01 Nov | +Rs. 75,000.00 | Received | |
| Sell HDL 2030 Oct | +Rs. 26,840.00 | Paid out | |
| Commission and fees29 Oct | −Rs. 312.60 | Posted |
Your brand
Published under your name on the App Store and Google Play.
- Your developer account, your listing, your reviews
- Nepali and English interface text
- Push notifications sent in your brokerage's name
Brand settings
Sample dataQuestions
About the client app
Can clients place orders in the app?
Which payment channels are supported?
Does it work on older phones?
Related modules
Works with
Web portal and website
A fast, searchable website and a signed-in client portal that mirrors the app.
ExploreAccount opening and CRM
Clients open accounts online with national ID, demat and Meroshare details; every lead is tracked to funded.
ExploreSupport desk
Every question becomes a ticket with an owner, a status and a reply time.
ExploreBack office
Client ledgers, settlement tracking, commission and SEBON/NEPSE fees, and payouts across branches.
ExploreMargin trading
Collateral valuation, haircuts, loan-to-value limits and automatic margin calls for licensed brokers.
ExploreCharts and market insights
Candlestick charts, indicators, screeners, watchlists and price alerts for your clients, without giving advice.
ExploreWeb trading portal
Our own order screen and trading system, offered only once NEPSE approves it.
ExploreSee LSNEP with your brokerage's name on it.
Book a 30-minute walkthrough. We show the client app, portal and back office on sample data, and talk through what your firm needs first.