AlgoFusion

AlgoFusion is an advanced Portfolio Management System (PMS) and algo trading platform that enables brokers and PMS managers to execute trades across multiple demat accounts, manage strategies, subscriptions, billing, and integrations from a single platform.

Our Project Details

AlgoFusion is a powerful all-in-one Portfolio Management System designed specifically for stock brokers, investment advisors, and PMS managers to automate and simplify their trading operations. The platform enables users to execute orders across multiple client demat accounts simultaneously, eliminating manual trade execution and improving operational efficiency. AlgoFusion provides seamless integration with popular market analysis and charting platforms like TradingView, AmiBroker, and other strategy systems through secure webhook-based connectivity. PMS managers can easily assign trading strategies to clients, manage subscriptions, monitor user activity, and handle complete billing and accounting workflows from one centralized system. Built with SEBI regulatory considerations in mind, AlgoFusion focuses on secure execution, transparent operations, complete audit trails, and compliance-driven portfolio management. The platform empowers financial professionals with automation, scalability, and better control over their investment management processes.

Our Challenges

Executing trades manually across multiple demat accounts
Managing multiple client portfolios efficiently
Handling strategy allocation for different users
Integrating trading signals from external analysis platforms
Tracking user subscriptions and strategy access manually
Maintaining billing and accounting records for PMS clients
Managing compliance requirements and audit records
Reducing execution delays during market movements
Monitoring multiple trading accounts from different systems
Maintaining transparency between PMS managers and clients
Managing large-scale trading operations securely
Dependency on manual processes for order placement and reporting

Our Key Features

Multi Demat Account Order Execution
One-Click Bulk Order Placement
Client Subscription Management
Third-Party Webhook Integration
Real-Time Order Monitoring
Client Portfolio Tracking
PMS Client Management
Subscription Billing Management
Revenue & Payment Tracking
Compliance & Audit Trail Management
Role-Based Access Control
Real-Time Alerts & Notifications
Performance Reports & Analytics
SEBI Regulation Oriented Workflow

All services

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