Ledger, KYC and onboarding, IPO and OFS modules, and plugins — the brokerage’s central nervous system.
India's modern platform for broker workflows.
- NSE & BSE
- NSDL & CDSL
- SEBI filings
- Your back office
One secure platform for every desk, document and decision.
- NSE / BSEEquity exchanges
- Fully compliantRegulatory armor
- MCXCommodity exchange
- NSDL / CDSLDepositories
One platform. Every broker workflow.
Product
Live products.
Each one ships on its own and composes with the rest: one API-first foundation, one contract, and the hosting underneath it — taken as a suite, or taken a module at a time and swapped later.
Watchlists, advanced charts and a fast order ticket over live market depth — the browser terminal.
Zero AMC. Trade, invest in stocks and mutual funds and apply to IPOs from a phone, with instant UPI pay-in.
A visual builder to create, backtest, deploy and distribute algo strategies — built for the SEBI algo framework.
Ledger balances, holdings and contract notes returned on WhatsApp behind an OTP — nothing to install.
A lead-to-account pipeline with ticketing and call logs, on the client master your back office already keeps.
Mainboard and SME issues with a UPI block mandate, live subscription and allotment followed through to the credit.
Lump-sum and SIP distribution across fund houses, routed via BSE StAR MF or NSE NMF II into the same ledger.
PAN, Aadhaar and bank verification, video IPV and e-sign — a paperless account opened in one session.
Every franchise and authorised person with their clients, and payouts computed across as many tiers as you run.
A public site built for broking: the pages a regulator expects, client calculators and an account-opening form.
Agents monitor risk, assemble regulatory reports and route compliance workflows — always a maker, never its own checker.
- API-first foundation
- Agentic AI
- Hosted or on your estate
Module in focus
Broker onboarding, ready when you are
Live now
Ten statutory documents that have to agree with each other — checked before anyone files them, not three weeks afterwards.
The applicant uploads a certificate; the details are read off it and put against every document already on the file. Nine families of checks run across the whole set, and nothing reaches the register until Submit — and then it goes as a single transaction.
- The legal name reads the same on all ten documents
- The PAN embedded in the GSTIN is the PAN on the card
- Shareholding totals reconcile with the issued capital in the Memorandum
- Every director named in the board resolution has a full KYC set
- The SEBI registration is live as at the date of filing
Certificate of Incorporation
Step 1 of 10
Legal name
PRIVATE LIMITED
CIN
U67120MH2016PTC287441
Date of incorporation
14 March 2016
Registrar
RoC — Mumbai
Faint on the scan — please confirm
Legal name and CIN agree with the PAN card, GST certificate and Memorandum
Questions
What brokers ask before they move
The eight that come up in the first call. If yours is not here, it is a better use of an hour than a slide deck — bring it to a walkthrough.
What is broker back-office software?
Back-office software is the system that turns an exchange trade file into finished books: contract notes, ledgers and registers, with brokerage, STT, stamp duty and GST computed to the rule and the working shown for an inspection. On CapitalBridge the same platform also carries live risk, depository operations, clearing, client access and the branch hierarchy, so one set of trade data serves all of them instead of being copied between vendors.
Which exchanges, clearing corporations and depositories does CapitalBridge work with?
NSE, BSE, MSE, MCX, NCDEX, NSE IX and India INX, across the CM, FO, CD, CO, SLB, MFSS and EGR segments; NCL, ICCL and MCXCCL for clearing; and both NSDL and CDSL for depository operations. These are named as coverage — the systems the modules read and write — and not as endorsements.
Can we take one module instead of the whole platform?
Yes. Every module publishes the same authenticated, versioned API and can be taken on its own, so a broker can start with back office or live risk and add depository, client access or the branch console later. Nothing is reachable only through a screen, which is what lets a module you take run alongside the systems you keep.
Can CapitalBridge run on our own servers?
Yes. It runs inside your own network on your PostgreSQL, Redis and object storage, or hosted by us, with replicated storage and a documented recovery position either way. The choice is yours to change later rather than fixed at signing.
How does migration from an existing back office work?
Historical trades, ledgers and holdings are brought across and reconciled against your existing system before anything is cut over, so both systems agree on the numbers while the old one is still running. Nothing is switched off on the strength of a migration nobody has checked.
Does it handle NSDL and CDSL depository participant operations?
Yes. Demat and remat, pledge and release, DIS handling and corporate action credits, for both depositories in one place — each reconciled against the trading books rather than kept alongside them.
Is client onboarding and e-KYC included?
Yes. PAN, Aadhaar and bank verification, in-person verification by video and e-signature, so an account is opened paperless in one sitting and filed straight into the back office. The broker-side equivalent is live today: the application desk at capitalbridge.one/start is the onboarding module running on itself.
How is access controlled across branches and franchises?
Permissions follow the branch tree, so a sub-broker or franchise sees its own book and its own clients by construction rather than by a filter someone remembered to apply. Every operation is written to an audit log recording who did it, what changed and when, kept for the period the regulator expects and exportable on demand.
More on who builds it and why in about CapitalBridge, or start an application at broker onboarding.
Talk to us
Bring us the part of the day that is going wrong.
A walkthrough is an hour with your own files, not a slide deck. Leave us a way to reach you and we will ask which desk is under pressure — risk, settlement, depository or the branch network — then show you that module doing your work rather than a demonstration company’s.
Contact Us
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