What We Do
A capital market agency platform that enables Brokers, Sub-Brokers, Corporate and Individual Investment Advisers, Fund Managers and other registered Capital Market Operators register to do capital market transactions and execute brokerage and Client Management activities, online/real-time from any internet enabled device, anywhere in the world.
The platform allows you to do all the following and more for yourself and your clients:
- View your clients’ holdings and statements.
- Update and view transactions status
- Place mandate for your clients to buy and sell shares.
- Receive real time updates and feedback on your clients’ transactions to have a global status of your clients’ portfolio position.
- Update your clients’ account and contact information.
- Access research report and other information about listed companies.
- View and Manage your income statement
- Fund Managers
- Asset Managers
- Portfolio Managers
- Stockbrokers
- Wealth Management Companies
- Individual and Corporate Investment advisers
- Be a registered Capital Market Operator
- Fill account opening form
- Sign Service Level Agreement
- An account is created for you with log in details, User ID and Password
- Log into the portal via www.meriboss.com
- Open Accounts for your Clients
- Manage your Clients through the Portal.