Brokers
Secondary broker OMS without three vendors and Excel
Run indications, matching, deal execution, compliance gates, and regulatory exports on dedicated cloud SaaS, built for placement agents and secondary brokers.
Overview
Brokers stitch together tools that were never meant for secondaries
CRM for relationships, spreadsheets for matching, email for data rooms, and a separate reporting layer for compliance. Each handoff introduces error and delay when markets move quickly.
Clients expect institutional process with boutique responsiveness. Fragmented stacks make both harder.
Overview
Broker Stack on one platform
secondri Broker Stack connects Trading Desk, Deals, Compliance, Reporting, and Enterprise integrations. Counterparty CRM, investor accreditation, and audit trails share one data model.
- Trading Desk with multi-party matching
- Deal lifecycle with embedded data room
- Compliance gates and audit exports
- Trade blotter and regulatory CSV packs
Recommended modules
Trading Desk
Order book and valid match suggestions.
Investors CRM
Accreditation, mandates, and coverage assignment.
Deals & data room
Diligence through settlement on one record.
Compliance
Subtype gates before execution.
Reports
Desk analytics and regulatory exports.
Integrations
API, webhooks, and SSO as you scale.
A day on the desk
- 01
Morning
Review dashboard volume and new buy/sell interests.
- 02
Midday
Configure matches into deals; open data rooms.
- 03
Afternoon
Advance compliance checks; coordinate wire details.
- 04
Close
Export blotter; update clients from platform truth.
Explore feature deep-dives
See how Trading Desk matching and deal-scoped data rooms work in detail.
Trading Desk featuresCloud
Delivery
Multi-tenant
Architecture
API-ready
Integrations
SOC2-ready
Posture
Frequently asked questions
- Is Secondary brokers included in every secondri deployment?
- Module access depends on your package. Broker Stack teams typically enable trading, deals, and compliance together; Emerging Manager packages emphasize fund admin and the investor portal. Contact sales to map modules to your organization.
- How long does implementation take?
- Most teams begin with core workflows in days, then expand modules and integrations over subsequent sprints. We provide implementation playbooks and training for desk, ops, and IT stakeholders.
- Can we integrate with our existing OMS or CRM?
- Yes. secondri exposes REST APIs, webhooks, and CSV exports so you can sync orders, counterparties, and reporting outputs without a rip-and-replace project.
- Is secondri multi-tenant cloud SaaS?
- secondri is purpose-built as multi-tenant cloud software with tenant isolation, role-based access, and optional SSO for enterprise programs.
See secondri in action
Walk through a sample environment with your workflows, compliance checks, and reporting needs. Our team will tailor the demo to your desk or fund operations model.