The AI-Powered Front‑to‑Back Suite for Broker‑Dealers & Fund Managers

Automate operations, control risk, and scale your institution with AI-embedded capital markets infrastructure — built for regulated markets in LATAM and beyond.

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Trusted by Market Leaders
Nobilis
Fénix
Itaú
WSC
Ueno
Criteria
Paul & Rycia
BP Securities
Urraburu
Latin Securities
Puente
Patria
Galval
Inviu
Cohen
Arwoly
Familia
Sudameris
SWB
Quest Capital
Balanz
Itaú Invest
Insigneo
Nobilis
Fénix
Itaú
WSC
Ueno
Criteria
Paul & Rycia
BP Securities
Urraburu
Latin Securities
Puente
Patria
Galval
Inviu
Cohen
Arwoly
Familia
Sudameris
SWB
Quest Capital
Balanz
Itaú Invest
Insigneo
Front-to-Back
One platform, one data model
10+
Specialized modules
LATAM.
Regulatory & tax ready

Capital Markets Institutions Are
Under Structural Pressure

Rising Regulatory Complexity

Rising Regulatory Complexity

Margin Compression

Margin Compression

Operational Cost Growth

Operational Cost Growth

Increasing Audit Scrutiny

Increasing Audit Scrutiny

Scalability Limitations

Scalability Limitations

Legacy infrastructure is no longer sustainable.

The old operating model is broken.
AI fixes it at the core.

Manual

Reconciliation is still handled by humans. Slow, error-prone, and impossible to scale without headcount.

Reactive

Compliance monitoring alerts after the fact. The risk has already materialized by the time you see it.

Fragmented

Disconnected systems create data silos. There's no single source of truth across front, middle and back office.

Brokerware embeds AI across the entire lifecycle — not as a plugin, but as the operating core.

  • AI validates trades at the moment of execution, not hours later.
  • Reconciliation runs continuously and automatically — exceptions surface instantly.
  • Compliance monitors every transaction in real time with predictive risk alerts.
  • Tax logic adapts dynamically to multi-market regulatory requirements.
  • Operations teams get AI copilots that augment their judgment — not replace it.
  • One unified data model means every module shares a single version of the truth.

Intelligence embedded
at every layer.

These aren't add-ons. Each capability is built into the platform's core — sharing the same data model, the same workflow engine, the same truth.

AI Core

AI Reconciliation Engine

Continuous automated matching across positions, cash, and instruments. Exceptions flagged with AI-generated explanations.

AI Core

AI Compliance Monitoring

Real-time surveillance across trades, clients and positions. Predictive alerts before breaches occur.

AI Core

AI Tax Intelligence

Dynamic tax logic adapted to multi-jurisdictional requirements. LATAM-ready from day one.

AI Core

Predictive Risk Alerts

AI models surface concentration risk, margin exposure, and limit breaches before they impact the book.

AI Core

AI Operational Copilot

An intelligent assistant for operations teams — surfaces anomalies, suggests actions, and accelerates decision-making.

Why Brokerware vs. Alternatives

Legacy Global Vendors
Expensive
Slow deployment
Static rules
Built for Tier-1
Local Systems
Fragmented
Limited scalability
No AI layer
Limited coverage
BrokerwareXcale
Unified
Scalable
AI-powered
Full front-to-back

True front-to-back.
One connected system.

Every module is purpose-built for a specific role — and all of them run on a single data model, a single workflow engine, and a single AI intelligence layer.

Front Office
ClientXClient Portal
OnboardingXDigital Onboarding
AdvisorXAdvisor Workspace
TraderXOMS / Execution
Middle Office
MiddleXRisk & Position
ComplianceXRegulatory & Monitoring
OMSXOrder Management
Back Office
OPSXOperations & Settlement
AccountingXAccounting & Reporting
TreasuryXTreasury Management
◈ AI Intelligence Layer Transversal across all modules — one model, one truth
Reconciliation AI Compliance AI Risk AI Tax AI Ops Copilot

One data model.  One workflow engine.  One truth.

Enterprise Security
Bank-grade encryption, access controls & MFA across all modules
Full Traceability
End-to-end audit chain on every operation, user action and data change
SaaS or On-Premise
Flexible deployment — cloud-hosted or installed on your own infrastructure
Normative Compliance
Pre-built rules for local and regional regulatory frameworks in LATAM

Built for regulated
financial institutions.

From boutique broker-dealers to asset managers operating across multiple markets — Brokerware is purpose-built for the complexity of regulated capital markets.

01

Broker-Dealers

Full front-to-back automation for the full brokerage lifecycle.

02

Introducing Brokers

Scalable infrastructure without the overhead of a full build-out.

03

Asset Managers

Portfolio, compliance and accounting in a unified environment.

04

Fund Managers

Fund accounting, NAV calculation and regulatory reporting built in.

05

Wealth Platforms

White-label client portals and robo-advisor capabilities.

This isn't a software upgrade.
It's an operating model change.

Cost Compression

AI automation reduces manual labor in reconciliation, compliance, and tax operations — cutting cost per transaction significantly.

Operational Scale

Process more volume without adding headcount. The AI layer absorbs complexity as your business grows.

Regulatory Intelligence

Stay ahead of regulators with real-time monitoring, automated reporting, and proactive compliance alerts.

Multi-Market Ready

Built for LATAM's multi-jurisdictional complexity. Tax logic, regulatory frameworks and market conventions built in.

Ready to Transform Your Operations?

Let's build your AI-powered operating model.

Talk to our team about how Brokerware can automate, control and scale your institution.