Brokerage Operations & Financial Management

BlueRits

Brokerage Management System

120+

reports in the reporting environment

Company
EGID — Egyptian Exchange
Business domain
Brokerage Operations & Financial Management
Technology stack
.NET Core · Angular · SQL Server +3
Abstract diagram of the business domain — not a product screenshot.

01Overview

An integrated brokerage management platform that helps brokerage firms manage clients, financial accounts, trading transactions, operational processes, accounting activities and reporting through a centralized system. It supports the operational lifecycle from client management and trading-session processing through invoice generation, accounting entries and financial reporting.

02Business context

Developed at EGID, affiliated with the Egyptian Exchange. A brokerage firm’s trading sessions have to become transactions, invoices and accounting journals — BlueRits connects those stages in one centralized system.

Described at a high level. Internal and government systems are presented without demos, repositories, screenshots or confidential implementation details.

03Key modules & features

  1. Module 01

    Client Management

    • Managing client profiles, personal information and account details.
    • Managing client financial records and portfolios / holdings.
  2. Module 02

    Operations Management

    • Importing and processing trading sessions.
    • Converting trading-session data into individual transactions.
    • Generating invoices from processed transactions.
    • Managing the invoice lifecycle — saving, posting and transferring invoices.
    • Generating accounting journals from processed invoices.
  3. Module 03

    Accounting Management

    • Managing Journal Masters and Journal Details.
    • Posting and transferring accounting journals.
    • Managing the Chart of Accounts and supporting accounting processes.
  4. Module 04

    Reporting Management

    120+

    • A reporting environment of more than 120 reports.
    • Operational, financial and accounting reporting for brokerage business needs.

04Technical contributions

  1. Developed and enhanced enterprise modules supporting brokerage operations.

  2. Implemented business workflows connecting client management, trading operations, invoicing and accounting.

  3. Developed and optimized reporting solutions for large financial datasets using DevExpress.

  4. Contributed to real-time capabilities and backend performance improvements.

05Technology stack

  • .NET Core
  • Angular
  • SQL Server
  • SignalR
  • Hangfire
  • DevExpress Reporting