Built for capital markets desks
Every desk issue tracked, timed and resolved on the record
A ticketing platform for stockbroking and asset management teams: log trading, settlement, KYC and client-service issues, hold them to an SLA, and give management the numbers without chasing anybody.
Clients can submit and track without an account.
The problem with how desks work today
Issues do not get lost because people are careless. They get lost because there is no single record with a clock attached.
Client issues arrive by phone, WhatsApp and email — and quietly go missing.
Nobody can say how long a settlement break has actually been open.
Escalations depend on who happens to remember to chase them.
Month-end reporting means rebuilding the story from inboxes and spreadsheets.
How it works
Log the issue
Staff log tickets in the portal and clients submit through a public form — every item gets a reference and an SLA start time.
Track against SLA
Priority sets the clock. Live timers show what is on track, at risk and breached, so nothing ages in silence.
Escalate and resolve
Approvals, reassignment and escalation actions are one click away, with alerts before a breach rather than after.
Report to management
Export SLA compliance, breach registers and volume trends to PDF, Excel or CSV whenever the board asks.
Built for your desks
Categories, priorities and SLA targets that match how a brokerage and asset manager actually runs.
Trading desk
Order errors, price feed faults, allocation queries and rejected trades.
Settlement & operations
Failed settlements, CSCS transfers, corporate actions and reconciliation breaks.
Client services
Account opening, KYC updates, statement requests and complaints.
Asset management
Mandate queries, portfolio instructions, valuation and fee disputes.
Compliance & risk
Regulatory queries, suspicious activity reviews and audit evidence.
IT & internal support
Access requests, system faults and internal desk escalations.
Why teams switch
SLA you can defend
Every ticket carries a start time, a due time and a full event history — not an opinion.
Controlled access
Role-based permissions, super-admin oversight and a tamper-proof audit trail on every change.
Reports in minutes
Resolution times, backlog, overdue counts and desk workload, ready to export.
Clients stay informed
Confirmation on submission and a self-service tracking page showing live progress.
Stop chasing issues. Start closing them.
Log your first issue in under a minute, or sign in to see the live SLA position across every desk.