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FMS 2011
Mutual Fund Manager available

STM 2013
Securities Transaction Manager available

Collector 2011
Debt Collection Manager available
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S.P. Musson Son & Co. Ltd

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"... On the odd occasion that problems occurred, SigmaSoft Inc. was always available to provide immediate assistance." - Paul Daniel, First Caribbean International Bank

Securities Transaction Manager (STM 2013)

STM 2013 is a robust, feature rich, multi-user networkable database application with a very modern interface similar to Microsoft Office 2007 and later (Copyright Microsoft Corporation) applications that Securities (Stocks, Bonds and Treasury Bills) Traders can use to increase their daily efficiency and response times to customer queries. Users can add Clients and their buy, sell transactions of shares listed across several Stock Exchanges in various currencies.

Its main Benefit is a potentially large increase in operational Productivity by Office Staff, freeing up staff to concentrate more on getting new business.

After Deals and Payments are entered, users can print Contract Notes and Receipts immediately or choose from several types of operational information listings and reports to browse/print.

In addition, the application supports general office operations by providing:

  • Easy and Fast response to Client Queries
  • Tracking of corresponding broker fees, exchange fees, and government taxes
  • Export of transactions to comma-delimited format for import into your Office Accounting System

Typical listings that can be browsed are:

  • Due Payment Settlements
  • Unsettled Sells or Buys
  • Commission Revenue Schedule
  • Stock Exchange Revenue Schedule
  • Corresponding Broker Commissions
  • Summary of Trades by Security
  • Fly out Customer Lists
  • Client list via searches
  • Client Trading Summaries
  • Client Trading Balances
  • Client Trade Histories and Portfolio Charts including Unrealized Gain/Loss

Pre-formatted Reports available are:

Other Application features include :

  • Agency Fee Schedules
  • Entry of Currency and Security Prices
  • Multiple clients per Account in Joint Accounts including display of personal identity (pictures)
  • Multiple currencies based on Exchange currencies
  • Easy Export of listings to Microsoft Excel
  • Export of preformatted Reports (Crystal) to Acrobat PDF format
  • User Management via Workgroups and Menu Access control
  • Tracking (Audit) of user updates to Deal Transactions
  • Server 2008 Express Database included
  • Reports are built with Crystal Reports Tool which is ubiquitous and allows easy changes to reports

STM Contract Note


See the Data Viewer for more information on data manipulation after data entry.

STM 2012 Current Stock Holdings Chart across all clients


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