Automation That
Keeps Up With Your
Market Speed

Robotan helps stock brokers eliminate repetitive tasks and scale faster — without writing code or changing existing systems.

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Problem Icon

The Problem

Manual processes slow down client onboarding, compliance, and operations.

  • AddTime-consuming KYC verification and client onboarding
  • AddError-prone manual reconciliation processes
  • AddResource-intensive regulatory compliance
  • AddSlow report generation and statement processing
Solution Icon

The Solution

Robotan bots reduce TAT and ensure 100% audit-readiness — with zero infrastructure changes.

  • CheckAutomated client onboarding and KYC verification
  • CheckError-free reconciliation and statement generation
  • CheckBuilt-in compliance monitoring and reporting
  • CheckInstant alerts and notifications for critical events

Bots Built for Broking Operations

Prebuilt automation solutions designed specifically for stock broking firms.

Client Onboarding KYC
Automate document collection, verification, and approval to reduce onboarding time by 70%.
Ledger Statement Generation
Generate accurate client statements in minutes instead of hours with automated data processing.
Account Reconciliation
Eliminate errors with automated reconciliation between demat, trading, and bank accounts.
Audit Preparation
Stay audit-ready with automated documentation, compliance checks, and report generation.
Automated Email & Alerts
Send timely client communications, trade confirmations, and regulatory notices automatically.
Compliance Monitoring
Continuously monitor transactions for regulatory compliance and flag potential issues.

No-Code. Scalable. Industry-Ready.

Powerful automation that works with your existing systems.

Prebuilt Bots Tailored for Broking
Deploy industry-specific automation bots designed for stock broking operations without writing a single line of code.
Works With Your Existing Systems
Seamlessly integrate with your current CRM, back office, and trading platforms without changing your infrastructure.
Mobile Dashboards and Alerts
Access real-time insights and receive critical alerts on your mobile device, enabling decision-making on the go.
Regulatory Compliance Built In
Stay compliant with SEBI, exchanges, and other regulatory requirements with built-in compliance controls and audit trails.

How It Works

Get started with Robotan in three simple steps.

Step1
Connect Your Systems
Integrate with your existing back office, CRM, and trading platforms using our no-code connectors.
Step2
Deploy Ready Bots
Choose from our library of stock broking-specific automations or customize workflows to your match.
Step3
Scale with Compliance
Monitor performance, ensure compliance, and generate reports automatically as your business grows.

From Slow Ops to Scalable Speed

Real results our customers achieve with Robotan.

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 workflow in just two days

Scale Your Broking Ops in Days — Not Months.

Deploy your first automation bot in under 48 hours and see immediate results.

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