AOF: Online Brokerage Account Opening

SaaS platform for brokers and financial advisors to open PSX and PMEX trading accounts for their clients. Features guided online forms, smart validation, client verification, account status tracking, OTP services, and secure document submission. Forms catch errors before submission, support custom domains, and submit applications to NCCPL for KYC.

Brokers ran PSX and PMEX account opening on paper KYC and manual entry, which made applications error-prone and approvals slow.

Built a guided application flow with smart validation, OTP verification, document upload, and broker-branded custom domains. Brokers submit approved applications to NCCPL for KYC from the same dashboard.

Brokers and financial advisors needed a reliable way to open Pakistan Stock Exchange (PSX) and Pakistan Mercantile Exchange (PMEX) accounts for their clients without manual paperwork and long processing times.

We built AOF as a complete platform with guided online forms that walk clients through every step. Smart validation catches errors before submission, reducing mistakes and speeding up approvals. Brokers get client verification, instant status checks, OTP management, and secure document upload, all in one place. Custom domain support lets firms serve forms on their own branded URLs, and approved applications go to NCCPL for KYC through each broker's own credentials. The platform is designed to make account opening simple for both brokers and their clients.

• SaaS platform
• Secure forms
• Identity verification
• Custom domains