OCTOSTP
WHAT IS OCTOSTP?
OCTOSTP is the most advanced and widely used solution for front and back-office trading in leading brokerages and securities divisions of local and international banks in Hong Kong. The trading package includes Order Routing, Credit Control, Transaction Settlement and On-line Trading.
WHY OCTOSTP?

OCTOSTP provides multi-market trade covering over 50 markets. Features include real time data inquiry and easy order placement. Also, OCTOSTP has connected to the Shanghai and Shen Zhen Hong Kong Stock.

Real-time Risk Management:
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Real-time margin calculation and credit checking of all orders. Auto Alert to relevant AE and Credit Controllers to reject or override all trading activities.


Comprehensive Order Types
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Rich set of order types for Manual Trade or Program Trade are provided, include Limit Order, Auction, MOC, OCO, OTO, MIT, Stop Loss, Up Trigger, Down Trigger, Up/Down Trigger and Market Order.

Multi-Asset Class Management:
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Cash Equities
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Futures
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Stock Options
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Bond
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Fund Transfer
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Unit Trust
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Funds
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Structured Products

Passed HKEX CMG E2E testing
OctoSTP has passed the OTP-C End-to-End (E2E) testing for phase 1 implementation of Cash Market Gateway (CMG) from Hong Kong Exchanges and Clearing Limited (HKEx). We offer reliable and professional solution to securities companies.
Front Office
True Multi-markets Handling:
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Flexible Market Control
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Multi Execution Broker Connection
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Fully automated solution with FIX
Total Risk Management
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Unlimited User-definable and activatable Credit Rules
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Dynamic setting on various levels (Markets, Instruments, Customers)
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Real-time Margin Monitor
Order Management System (OMS):
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AE / Dealer Work Bench
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Control on Trading
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Control on Order
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E-Mail, SMS confirmation
Back Office
Powerful Order Processing:
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True multi-markets handling for Global Stocks, Bonds, Notes, Unit Trusts
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Trades entry & approval
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e-IPO (Full Functions)
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eMail Notification, Confirmation and statement
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Post-trade allocation
Master Setting / e-FRR:
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Flexible, user-definable settings for Markets, Instrument, Clients
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Flexible AE commission calculation logics
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Full accounting system integration and e-FRR enabled
Corporate Actions:
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Full Cash, Bonus, Rights, Warrant, Split, Consolidation
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Support Equity, Bonds, Unit Trusts
Settlement:
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Full functions of Settlement via various choice of settlement methods
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Manual or Fully automated