The ePledge system developed by Xtremsoft Technologies, allows customers to pledge their shares online through CDSL or NSDL, making the process easy and fast.
Key Features:
- Easy-to-use SMS platform.
- Designed and customized to meet clients’ specific needs.
- Effective for sending alerts notifying changes in portfolio values that go up and down.
- Alerts can be set at three percent.
- Minimum holding value limit can be defined.
- Option to exclude certain clients, like those who don’t want SMS or high-net-worth individuals (HNIs), is available in the tool.
- Integration with your current SMS vendor is included.
- Live MTM (Mark to Market) calculations for various segments, as per client requirements.
- Live margin drop alerts for various segments based on percentile set.
- End-of-day margin shortfall notifications.
- Real-time integration with trades during live market hours.
- Trade summary sent every 5 minutes, 30 minutes, or at the end of the day.