NETSOL's Broker Portal is a specialized SaaS platform designed to streamline financial brokerage operations through integrated tools for quotation management, proposal generation, and real-time analytics.

Key Features

Quotation Engine Centralized financial calculations

• Instant multi-option comparisons
• Automated rate/term adjustments

Proposal Automation Client-ready document generation

• Pre-approved templates
• Dynamic scenario modeling

Deal Monitoring Real-time pipeline tracking

• Customizable dashboard metrics
• Alerts for status changes

Compliance Management Regulatory adherence tools

• Audit trails for all transactions
• Role-based access controls

Benefits

Operational Efficiency Unified workflow consolidation

• 57% faster quote-to-proposal cycles (industry benchmark)
• 40% reduction in manual errors

Client Engagement Interactive presentation tools

• Side-by-side financing comparisons
• Branded proposal interfaces