Power Your Brokerage with
the Most Advanced
Share Margin Financing Solution
For over 15 years, our Share Margin Financing (SMF) system has powered top-tier brokerages in Singapore — and for more than 6 years, it has been the backbone of leading retail brokerages in Malaysia. Localized and enterprise-grade, it’s built to accelerate business growth, fortify risk management, and scale effortlessly.
Flexible Interest & Fee Structures
Set credit and debit interest rates with precision, including tiered or client-specific pricing models
Dynamic Pricing Engine
Automatically apply loan pricing based on portfolio quality. Reward high-quality portfolios while tightening controls on high-risk ones — all without manual intervention.
Integrated Cash & Margin Account
One account, total convenience. Clients can trade across cash and margin using a unified collateral pool, eliminating account fragmentation and operational overhead.
Integrated Margin and
Securities Borrowing & Lending
Activate an additional revenue stream with securities borrowing & lending integration. Clients can lend out margin-held shares, earning lending income— without affecting margin valuation
Our system doesn’t just manage margin financing — it fuels your profitability. With intelligent automation and flexible configuration, you can optimize pricing, enhance client experience, and unlock new income channels.
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Security Categorization with Tailored Margin Rules
Group securities into risk-based categories and apply valuation ratios, value and quantity caps — with support for account-level exceptions.
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From regulatory compliance to internal credit frameworks, our platform puts you in complete control. Every rule, threshold, and exception is fully configurable — empowering your team to manage risk with foresight, not hindsight.
Counter Exposure Controls
Enforce minimum holdings
(e.g. minimum 3 counters) and monitor single-counter concentration
Security Restriction
Restrict margin eligibility for a security when total firm holdings exceed predefined thresholds — such as exceeding 4% of a counter’s issued shares.
Dynamic Margin Valuation
Adjust margin ratios automatically for clients with concentrated positions
Third-Party Collateral Support
Seamlessly manage third-party pledgors and transferors within the same collateral framework.
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End-to-End Transaction Management
Capture and process trades, cash movements, security transfers, settlements, and reversals — all from a single, intuitive interface.
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Margin financing operations can be intensive — but not with our platform. It’s designed to eliminate manual bottlenecks, reduce operational risk, and give your team full control.
Real-Time Margin Position Visibility
Instantly view margin positions before and after each transaction, with alerts for potential breaches before trades are confirmed.
Automated Fees & Charges Processing
Eliminate manual key-ins. Our pre-built modules automatically apply recurring fees, such as quarterly custodian charges and CDP transfer fees.
Corporate Actions Handling with Margin Protection
Handle a wide range of corporate actions with smart margin valuation provisions — ensuring accounts don’t unintentionally fall into margin call due to corporate events.
Seamless Trade Feed Integration
Ingest trades from multiple channels with ease — minimizing errors, streamlining workflows, and accelerating post-trade processing.
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Cash / Contra Workflow Support
Natively supports Malaysia’s trading and settlement conventions, including Cash, Contra, and Financed/Paid shares differentiation — ensuring accurate tracking of positions and ownership.
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Our system isn’t just localized — it’s engineered to meet the specific operational and regulatory requirements of Malaysia’s capital markets. From daily transactions to regulatory reporting, we’ve got your entire SMF workflow covered.
Islamic SMF Ready
Fully supports Islamic Share Margin Financing, with clear segregation of portfolios and workflows aligned to Shariah principles.
IBG & RENTAS Payment Integration
Direct interfaces to IBG and RENTAS allow for seamless payments and fund transfers, reducing turnaround time and operational risk.
Regulatory Reporting: CCRIS & EALIS
Generate CCRIS and EALIS reports — simplifying compliance with
BNM regulations.
Compliant E-Invoicing
Built-in support for Malaysia’s e-Invoicing framework, ensuring your business remains fully compliant.
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Future-ready brokerages choose AI-powered solutions. SMF Copilot enhances your operational intelligence far beyond traditional reports and dashboards. It empowers your team to ask real business questions — and get immediate, actionable answers.
Unlike static reporting tools, SMF Copilot lets users query the database in natural language
to uncover trends, spot risks, and act faster.
Adverse News Search
Screen holdings for negative news and act preemptively on risk.
Smarter Margin Statements
Include portfolio metrics, company news, and outlook —
turning a standard statement into a client engagement tool.
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No SQL. No waiting. Just fast, intuitive insight.
And more:
“Analyse the margin
call cases this month”
“Evaluate remisiers’ performance by loan book and client count”
“List the top 50
clients by revenue”
Seamless Data Flow Across Systems
Integrate with trade price, price & corporate action feeds; accounting and back office systems — enabling straight-through processing and prompt updates.
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Integrate seamlessly into your existing ecosystem. Our platform is built to connect with the systems you already use — ensuring a smooth rollout, minimal disruption, and maximum efficiency.
Modular, API-Ready Architecture
Open architecture allows easy integration with upstream and downstream systems
— on-prem or cloud.
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Structured Multi-Step Workflow
The onboarding journey is organized into distinct modules — including Sales Recommendation, Credit Risk Checks, Business Review, and Credit Committee Approval, when required.
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Onboarding clients in a regulated environment requires more than just data capture —
it demands structured workflows, clear approval paths, and audit-ready documentation. Our onboarding module delivers exactly that, with a scalable, modular framework designed for compliance and growth.
Comprehensive Client Application
Collect key information across Basic Details, Personal Info, Financial Data, and FATCA Declarations, aligned with institutional onboarding standards.
Risk Checks with Transparent Logging
Record outcomes for essential risk checks — such as CTOS, FRA, Internal Watchlists, and Net Worth Review — ensuring a clear and traceable decision trail.
Credit Approval Matrix
Applications are routed automatically based on credit limits (e.g. below RM10M, RM10M and above) to the appropriate approver, from Department Heads to the Credit Committee.
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Corporate Actions Automation
Securities Borrowing & Lending (SBL)
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Our Share Margin Financing platform is just one part of a powerful, integrated ecosystem. Discover how our extended modules can unlock even more value for your business.
Monetize share inventory and enhance margin integration with enterprise-grade SBL solution.
Streamline even the most complex events and reduce operational risk
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Book a Demo Now!
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