Online Back Office is user friendly software to view\download report related to the daily trades. It...

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Transcript of Online Back Office is user friendly software to view\download report related to the daily trades. It...

Online Back Office is user friendly software to view\download report related to the daily trades. It is browser based software no need to download. It is easily accessible from internet. It is also provide the many useful reports in PDF Format/Excel Format like Ledger Balance, Net Position (As on date/Date Range), Contract Notes, Trade Confirmation, MTM Bills, Margin Utilization, Closing Price.

Online Back Office has multi level login facility i.e.

1.Client Login:- Client can view/Download report for particular accounts only.

2.Branch Login:- Branch can login with Branch login user Id and can view all clients reports map under that particular branch.

3.Region Login:- Regional Head can login with his Region login User Id and can view all reports of all branches and clients map under that particular

region. All reports can be view also branch wise and client wise.

Open your internet browser and type www.karvycomtrade.com and then click on Back Office in the right of your page.

Click here for Login

Enter your user Id and Password in respective field and then click on login.

Click on arrow sign as given below

CLIENT CAN CHANGE PASSWORD HERE

CLICK ON DIRECTORY

HOW TO VIEW LEDGERAfter clicking on Fin.lgr follow instruction as given below

HOW TO VIEW NET POSITION AS ON DATE?Click on Reports then follow instruction given below..

HOW TO VIEW NET POSITION IN DATE RANGE?Click on Reports then follow instruction given below..

HOW TO VIEW MARGIN UTILIZEAfter click on Report follow the instruction ….

HOW TO VIEW CONTRACT NOTESAfter click on Report follow the instruction ….

Developed By: Moin