Our Trade Order Management module is an integrated trade blotter with real-time positions & cashflow, rebalancing, compliance. Key features include coverage of multiple asset types (equities, fixed income, funds, derivatives), IBOR, real time positions, cash-flow, Profit & Loss, full integration with main brokers beyond Fix Protocols.
Registration, approval, transference, process.
Follow your strategies’ results from a dashboard or through the reports it generates.
Make decisions and track progress with always up-to-date market data.
Custom hierarchical structures for any dimensional view (strategy, book, category, industry, issuer).
Leverage integrated rebalancing with a simple mouse click.
Portfolio compliance monitoring in real-time.
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Integration to Financial Sources
Customer Success Team
Customer Support Team
API Layer Integration