Firm TransactionΒΆ

The Firm Module manages and maintenances firm’s trade, order, holding, and analyst recommendation.


All the data in the SimpleEPT are assigned to an Organization Unit. Users are authorized by combining the Organization Unit code with permission and roles. Users may be able to have full access to transaction in Organization Unit A, but have no access or limited access to the transaction in Organization Unit B. (Please see User security section Administration for details).