Broker Community Solutions

Our home-grown system is the market leading communication medium for the stockbroker community, enabling broker firms to distribute and manage contract notes and statements for their customer base. 

The product integrates seamlessly with the JSE and bespoke broker portfolio management systems, providing high quality and secure communication artifacts, in real-time. Our broker community solution is the de facto broker-customer communication tool in South Africa – securely trusted for the last 15 years.

Our solution offers:

Real-time integration to Johannesburg Stock Exchange: A secure connection to the Johannesburg Stock Exchange enables you to be informed of stock data from any device. Manage your business from wherever you are, whenever.
Automated and scheduled distribution of brokers notes: Manage the distribution of your legal and financial documents. Automated schedules ensure that documents get delivered at standard times. Conduct your business at the pace that suits you.

Portfolio statements, tax documents and more: All documentation for legal purposes can be distributed from one central point. Keep control of your business from anywhere in the world.

Tracking and secure delivery across various channels: email, post, mobile: Ensure documentation reaches your client base via contingency plans where a channel may fail. Manage your business by your own rules, knowing our solution has your back.
Integration to bespoke online portal for additional value-add to broker customer: InsideData’s solution lets you be in control – keep analytics of what was sent to whom and whether delivery was successful. Stay abreast of your communication at a glance.
Trusted relationship to market-leading support in SA broker community: With integrated Service Desk Support, all systems and channels are monitored and assistance is close to hand. Reach the help desk team via email or call for prompt support.

Multi-Channel Delivery and Contingency Planning: A secure distribution infrastructure that ensures seamless delivery of documents via email, post, and mobile channels. Built-in failover capabilities automatically reroute communications if a channel fails, guaranteeing that clients never miss critical updates while maintaining high delivery success rates.

Centralised Control and Compliance Management: A unified system that centralises all legal and financial documentation—streamlining audits, ensuring regulatory compliance, and providing full traceability of sent documents. Brokers can quickly retrieve and verify records with confidence, simplifying recordkeeping and oversight.

Analytics and Delivery Visibility: Real-time reporting and an intuitive dashboard provide full visibility into delivery performance, client engagement, and channel effectiveness. Brokers gain actionable insights to optimize communication strategies and enhance customer satisfaction.

Access from Anywhere, Anytime: A secure, cloud-enabled platform that allows brokers to manage operations remotely, send critical updates in real time, and ensure business continuity. Stay informed and operational from any location, keeping pace with the market’s demands.

Why Choose DigiBroker?

Security and Compliance

High-grade encryption and robust authentication measures safeguard sensitive financial data, aligning with South African regulatory requirements.

Automation and Efficiency

Scheduled distributions and multi-channel failover minimise manual workload and communication gaps, allowing brokers to focus on client relationships and investment strategy.

Scalability

Whether you are a small brokerage or a large firm, DigiBroker adjusts to your volume demands, making it a future-proof communication solution.

Reliability and Trust

With over 15 years in the market, DigiBroker has built a dependable reputation. It offers a proven track record of delivering comprehensive support to clients.

Visibility and Analytics

Real-time insights into delivery statuses and performance metrics help brokers optimise their communication strategies.

Empowering Brokers with Tailored Communication Solutions

InsideData’s Broker Community Solutions offer seamless, secure, and effective digital communication tools designed to enhance engagement, streamline processes, and drive business growth. Partner with us for innovative solutions that keep you ahead in the industry.

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