The file you export at close already holds your whole book: every client, every scrip. Drop it in and see your desk in less than three minutes.
No card. It's your numbers, not a demo.The question was never what moved. It's who it moved for. Your desk puts their names on the screen before the first one dials.
The file your terminal makes every evening (CSV or Excel) is the only setup there is. When a code doesn't match a name, it asks you instead of guessing. You fix it once; it remembers. No data entry, no onboarding call.
The eight reports are sorted and subtotalled by 3:45. Send them, or drop them into a draft.
A walk-in wants an account. The exact checklist for that account type goes out in one click.
Fifty clients due a payout, raised in one pass, every request recorded.
C00207 shows a buy you didn't expect: flagged before the report leaves, approval locked till you look.
A stock moves. Your terminal tells you how much; Script 360 tells you who: which clients hold it, who's sitting on gains, who traded it lately, who's gone quiet. Cash and F&O on one page.
Sample view. Yours is built from your own file.
It's already on the screen: recent trades, the family around them, your history, their RM, documents, notes, what they prefer. You open with the answer, not "give me a minute."
Sample view. Yours is built from your own file.
Turnover split intraday and delivery, your most-active clients, where the book is concentrated, who's gone quiet, where it's heading by month-end. Daily, weekly, monthly, quarterly.
Tap any name and you're inside that client's day; tap any scrip and you're in its 360.
Client, family and script groups bend every screen to the way you already carve up the book.
Invests only when the market falls. The day it does, their name's already up.
Too important for a generic message, pulled out in a tap.
Trades one setup. When it triggers, so does their call list.
A client request becomes a ticket with an owner, a number the client can quote back, and a path from open to resolved. Tasks carry due dates; one broadcast reaches everyone; the journal keeps the good and the bad with context.
When someone leaves, you pick who takes over and it all moves across in one step: the tickets reassign, the tasks land on someone, the login closes, the client never feels the gap. Handover stopped being a week. It's a login.
The dealer sees the desk, the auditor sees the day, a new hire sees only what you handed across. And the work goes out under your name: your firm on top of every report, client mail from your own address. The client meets your desk first.
Export, sort, reconcile, copy into mailers, chase the odd flag. One missed punch found next week.
Drop the file. Reports and mailers ready, flags surfaced before anything leaves. Nothing slips.
Shipping in order. The first one's for the desks that trade their own book.
Strategy P&L, per-trader attribution, and a trade journal for your proprietary book.
Where the month lands at today's run-rate, not just where it stands.
Multi-channel reminders, a contact timeline, and what each client tends to do.
Give the afternoon back, put the right name on the screen at the right minute, and the relationships (and the brokerage) take care of themselves. Great relationships are never accidental.
Book a 20-minute walkthrough on your own numbers, or send a note. A person answers.
A live walk-through of saudesq on your own desk's flow. Tell us how to reach you and we'll set up a time.
Send us a note right here, no email app needed. We'll get back to you.