Experience Freedom of Business with Smart Features.
MaxxERP is engineered to manage BSE/NSE stock folios, providing multi-book funds visibility and latest rates-based tracking on a single screen.
Latest Rates based Portfolio Tracking
Multi-Books Accounting / Funds Management
Intra Day, Short Term & Long Term Profits Report
Multi-Books Funds In Single Screen
Scrip & Holding Management
Transaction Info Tracking
Comprehensive Share Registers
Corporate Action Tracking
Share Profit/Loss Analysis
Share Trading Module ERP Core Features
1. High-Speed Trade Accounting
Manage trading transactions and financial records with accurate, real-time accounting integration.
• Manage diverse ledgers for different trading strategies or clients
• Streamline capital allocation across multiple trading segments
• Every trade entry is instantly reflected in your main financial books
• Automatically generate and track trade confirmations and contract notes
• Track the full lifecycle of IPO and secondary market applications
• Manage diverse ledgers for different trading strategies or clients
• Streamline capital allocation across multiple trading segments
• Every trade entry is instantly reflected in your main financial books
• Automatically generate and track trade confirmations and contract notes
• Track the full lifecycle of IPO and secondary market applications
2. Portfolio & Market Intelligence
Monitor investments and market performance with powerful analytics and real-time insights.
• Live monitoring of investments based on the latest market rates
• Access detailed reports for Intra-day, Short-term, and Long-term gains
• Use built-in tools to analyze market movements and maximize profits
• View consolidated fund status across all books at a glance
• Instant dashboards showing current holdings and unrealized P&L
• Live monitoring of investments based on the latest market rates
• Access detailed reports for Intra-day, Short-term, and Long-term gains
• Use built-in tools to analyze market movements and maximize profits
• View consolidated fund status across all books at a glance
• Instant dashboards showing current holdings and unrealized P&L
3. Operational Control & Reporting
Maintain complete records of trading activities with structured documentation and reporting.
• Maintain a formal record of all shareholdings by scrip
• Detailed ledger views for individual stocks and financial instruments
• Maintain a complete history of all trade modifications and transaction registers
• Monitor every stage of a trade from application to bonus/split adjustments
• Utilize advanced analysis for smarter trading decisions
• Maintain a formal record of all shareholdings by scrip
• Detailed ledger views for individual stocks and financial instruments
• Maintain a complete history of all trade modifications and transaction registers
• Monitor every stage of a trade from application to bonus/split adjustments
• Utilize advanced analysis for smarter trading decisions
4. Advanced Trade Logistics
Automate operational workflows and manage complex trading processes efficiently.
• Automated adjustments for corporate actions to keep holdings accurate
• Track funds received in advance for upcoming market orders
• Create "Equity Baskets" or bundled portfolios for clients
• Simplified workflows for auditing physical shares or certificate documentation
• Flexibly manage brokerage rates and transaction fees
• Automated adjustments for corporate actions to keep holdings accurate
• Track funds received in advance for upcoming market orders
• Create "Equity Baskets" or bundled portfolios for clients
• Simplified workflows for auditing physical shares or certificate documentation
• Flexibly manage brokerage rates and transaction fees
5. Smart Connectivity & Cloud Features
Access trading data securely and stay connected with automated communication tools.
• Access your trading data securely from anywhere with web-based ERP
• Manage your business and check folios on your fingertips
• Automate WhatsApp and email alerts for payment settlements
• Ensure your sensitive trading data is always protected with Maxx Cloud Backup
• Send bulk WhatsApp and email notifications with Maxx Alerts Pro
• Access your trading data securely from anywhere with web-based ERP
• Manage your business and check folios on your fingertips
• Automate WhatsApp and email alerts for payment settlements
• Ensure your sensitive trading data is always protected with Maxx Cloud Backup
• Send bulk WhatsApp and email notifications with Maxx Alerts Pro
Why Trust MaxxERP for Share Trading?
- Multi-Book Specialist: Manage multiple investment funds and trading books without data overlap.
- Live Market Sync: Portfolio tracking is always based on the latest rates to ensure accurate P&L.
- Freedom of Business: Providing the flexibility to manage BSE/NSE stock folios with spectacular features.
FAQs – Share Trading Management ERP
Yes, the Multi-Books Accounting feature allows isolated management of different funds and ledgers within a single platform. For regulatory standards on maintaining multiple client or proprietary books in India, refer to SEBI guidelines.
Absolutely. You can generate specific reports for Intra-day, Short-term, and Long-term profits.
Use Latest Rates Based Portfolio Tracking for a real-time view of your investments.
Yes, the dashboard provides Multi-Books Funds in a Single Screen for complete financial visibility.
MaxxERP includes specialized modules for automated Share Split and Bonus Share adjustments.
Your Complete Package for Growth
Maxx CART
Maxx ONFIELD
Maxx DELIVERY
Maxx WEB ORDER
Maxx TALLY CONNECTOR
Maxx BUZZ LITE
Maxx EXCEL IMPORTER
Maxx SMART REPORTS
