IPO management software for multiple users and demat accounts
IPOxCards replaces scattered IPO spreadsheets with one private workspace for applications, allotments, funding, listing profits, charges and account-level profit sharing.
Admin workspace
See current IPOs, every linked user, all demat accounts, application progress, funding requirements, notes and realised results.
User profiles
Keep the person as the group while preserving every family or trusted-user demat account as a separate operational record.
Demat-level records
Attach the PAN, DP ID, application bank, profit-share percentage, allotment status and result to the exact account involved.
When one IPO becomes twenty account-level decisions
Managing IPO applications across multiple demat accounts becomes difficult when names, PAN details, bank balances, application states and listing results live in different sheets or message threads. The total may look correct while the underlying account mapping is wrong.
IPOxCards uses a consistent chain: workspace → user → demat account → IPO application → outcome → result. That chain gives every dashboard number a traceable source.
Everything needed for the complete IPO cycle
- 01
Current and upcoming IPO tracking
Organise mainboard and enabled SME issues with opening, closing, allotment, refund and listing dates when published or verified.
- 02
Application and allotment control
Mark applied, allotted or not allotted for each demat account. Reversible controls help correct mistakes without losing clarity.
- 03
IPO funding manager
Record daily bank closing balances, allocate funds to selected IPOs and identify closing-date or refund-date collisions before cash is committed.
- 04
Listing result reconciliation
Record gross profit and charges once for the correct account. User share and admin amount then update across the relevant views.
- 05
Private user dashboards
Users see their own demat accounts, IPO statuses, results, notes and notifications without receiving access to the admin's wider operation.
- 06
Audit-friendly history
Keep past IPOs, bank balance snapshots, result entries and source labels available for later review and reconciliation.
A database relationship is safer than a copied row
IPOxCards is designed around linked records, permissions and calculated views. Updating an allotment or result at the source updates the places that depend on it while retaining the account label.
- One user, several demats
- Each remains distinguishable
- One IPO, many applications
- Every status is account-specific
- One result entry
- Profit sharing updates consistently
- Several simultaneous IPOs
- Funding overlaps become visible
Clear answers about IPOxCards
What is an IPO management system?+
An IPO management system keeps applications, demat accounts, allotment outcomes, funding requirements and realised results connected in one operational record instead of separate spreadsheets.
Can IPOxCards manage multiple demat accounts under one user?+
Yes. Each user can have multiple separately labelled demat accounts. PAN, DP ID, application status, bank source, profit share and result remain attached to the correct account.
How does IPO profit sharing work?+
The admin enters the gross result and charges for the exact demat account. IPOxCards applies that account's configured percentage, records the user's share and calculates the remaining admin amount.
Does IPOxCards apply for IPOs or move money?+
No. IPOxCards is an operations, planning and reconciliation layer. Applications and balances are recorded for management; funds remain with the bank, broker and account owner.
Can different admins see each other's records?+
No. Admin workspaces are isolated. A user sees only the demat accounts and IPO records linked to that user inside the correct workspace.
Is IPOxCards available on mobile?+
Yes. It is a responsive installable web application, designed for quick mobile status checks, notes, approvals and notifications.
Bring every IPO account into one precise workspace.
Tell us how many users and demat accounts you manage, and we will help you evaluate the workflow.