Automating Advisory Reports in Finance with Robotan RPA
How wealth and broking firms use RPA to deliver advisory reports faster, with zero rekeying.
BFSI / Stock Broking
Automation That Keeps Up With Market Speed.
Robotan helps stock brokers eliminate repetitive KYC, reconciliation and compliance work — without writing code or changing existing systems.
Not only cost saving.
Growth enablement.
4x
Faster ledger processing
automated reconciliation across systems
70%
Drop in manual errors
measured post-deployment
100%
Audit ready filings
SEBI, RBI, depository compliance
2 Days
Average deployment time
first bot live in 48 hours
Core Areas of Work
What Robotan Automates for Stock Broking
Powerful RPA designed for the broking back-office — from KYC and reconciliation to SEBI filings and portfolio MIS.
BOD Market Data Processing
Automatically download Bhav Copy, Security Master, Corporate Action, and Exchange Reference Files from NSE/BSE and update back-office and RMS systems before market opening.
Bhav Copy Processing & Security Master Update
Automatically download Bhav Copy files from NSE/BSE, validate data, update security master records, refresh closing prices, and prepare trading systems before market opening.
Trade & Account Reconciliation
Match contract notes, exchange files, depository reports, and bank statements with zero manual effort.
Brokerage & Revenue Reconciliation
Validate brokerage calculations, compare exchange charges, reconcile revenue reports, and identify discrepancies automatically.
Regulatory & Compliance Reporting
Compile data from multiple systems, generate regulatory reports, perform validations, and prepare submission-ready files.
RPA Solutions for Modern Broking Operations
Automate repetitive tasks and streamline workflows across onboarding, reconciliation and compliance.
Broking Challenges
High-Volume Back Office Processing
Teams spend considerable time on downloads, uploads, validations, and reporting activities.
Time-Bound Regulatory Operations
Daily compliance activities require timely execution with minimal errors.
Multiple Reconciliations
Trade, fund, DP, and exchange reconciliations consume significant operational effort.
Robotan's Solution
Back Office Automation
Automates routine operational workflows end-to-end.
Compliance Automation
Execute and monitor compliance-driven processes automatically.
Reconciliation Automation
Automatically validates and reconciles data across systems.
Popular Broking Bots
Bots Built for Broking Operations
Trade Reconciliation Bot
Automatically reconciles exchange trades, contract notes, and back-office records.
Bank Reconciliation Bot
Matches bank transactions with client ledger and fund movement entries.
BOD Market Data Bot
Downloads Bhav Copy, security master, and exchange reference files before market opening.
Margin Reporting Bot
Processes margin files and prepares exchange-ready reports and uploads.
Compliance Reporting Bot
Automates generation, validation, and submission of regulatory and compliance reports.
100+ deployments.
Zero interruptions.
Across BFSI, Wealth Management, Insurance, and Logistics. Five years of zero-interruption operation.
Platform Features
No-Code. Scalable. Industry-Ready.
Powerful automation that works with your existing broking stack — built for SEBI compliance, security and scale.
Works With Your Existing Stack
Integrates with RMS, back-office, CRM, depositories and bank portals — no rip and replace.
Mobile-First Dashboards
Live visibility for ops, compliance and risk leaders, anywhere.
Auto Email + WhatsApp Alerts
Contract notes, margin shortfalls, holding statements and trade confirmations at scale.
Bot Insights Dashboard
Monitor automation performance, exceptions and savings across every broking workflow.
How it Works
Launch in Just 3 Steps
Get started with Robotan's broking automation in days, not months.
1
Connect Your Systems
Integrate back-office, CRM, depositories and trading platforms via our no-code connectors.
2
Deploy Ready Bots
Pick from our broking-specific bot library or customize workflows to your SOPs.
3
Scale with Compliance
Monitor runs, ensure SEBI compliance and auto-generate reports as volumes grow.
Tangible Impact
From Slow Ops to Scalable Speed
4x
Faster Ledger Processing
Generate client statements and process ledgers in a quarter of the time with automated workflows.
70%
Drop in Manual Errors
Eliminate human errors in data entry, reconciliation and reporting with automated processes.
2 Days
To Full Deployment
Go from initial setup to running your first automated broking workflow in just two days.
Frequently Asked
AI, RPA & Managed Automation for Brokers
Real questions broking COOs and compliance heads ask before they automate.
Traditional RPA works based on strict, predefined rules—like extracting structured
figures from a fixed template spreadsheet and moving them into a legacy system. AI
brings cognitive flexibility, allowing Robotan bots to parse unstructured formats,
pull data from variable vendor formats, and read irregular financial text inputs
without breaking.
Yes, significantly. Manual operational pipelines require teams to log into diverse
institutional portals, verify documentation steps, and cross-reference records
across tools. Robotan bots automate ledger reconciliations and verify onboarding
parameters continuously, reducing standard cycles by up to 4×.
Our custom managed service covers the entire workflow ecosystem. We handle design
layout mapping, secure computing environments, persistent bot tracking, and dynamic
updates. If a public repository interface or a clearing portal updates its frontend
framework, our engineering team deploys immediate adjustments to keep your
operations running smoothly.
Security forms our core operational constraint. Robotan bots process sensitive files
entirely within secure system scopes using enterprise-grade encryption. Every trade
matching check, validation step, and data transaction creates an unalterable log
trail to maintain complete audit readiness and transparency.
From the Blog
Insights for Broking Automation Leaders
Stock Broking Automation: Reconciliation, KYC & Beyond
Six high-impact RPA use cases brokers deploy first — and the results they see in 30 days.
Intelligent Document Processing for BFSI
How AI + RPA together turn KYC docs, contract notes and exchange files into structured data.