Execution, clearing, custody and back-office solutions for brokerage firms and
portfolio managers
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TRANSPARENT
Visualize client and market data through our intuitive dashboard, resources, and customizable widgets. |
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INTEGRATED
Seamlessly integrates with your existing systems. Can also be implemented as a turnkey solution. |
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FUTURE-READY We incorporate your feedback to constantly improve our features and functionality. |
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Ready for anything: Book Analytics
Our full suite of reports allows you to understand performance drivers, profitability by client or the mix of different demographics in your client base. |
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Always in the know: Alerts & Notifications
Smart alerts and notifications provide a timely, efficient and automated way to receive information about activity in your client accounts. |
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Ready to help: Resources Easily find regulatory forms or GIC rates, access a dynamic knowledge base and support experience — and much more. |