Advisors can efficiently route, connect, and process orders via APIs or through our proprietary application. Trading tools and an integrated rules engine help ensure compliance and alignment with investor risk profiles and objectives.
We offer a suite of integrated and connected real-time workflow applications and APIs that enhance operational efficiency and reduce manual processing, empowering our clients to effectively manage their securities processing and trading operations.
Our platform features advanced order entry options, including basket order entry, block trading, and support for complex options trading strategies, enabling advisors to meet client goals more effectively.
Analysts can dive deep into operational analytics & compliance scenarios. A fully integrated suite of prepared queries to bring your products to market faster. Our analytics suite is completely customizable across millions ofparameters.