The next generation, cloud first, low cost transaction processor powering the fintech industry
Registered Investment Advisors
Offer premium digital account features and streamline new account processing, account funding, model management and trading, all from a fully customizable white labelled mobile app and website. Integrate accounts from multiple custodians and generate unified reports and statements for individuals and households.
Banking and Payment Apps
Seamlessly integrate digital investment advice within your apps and retain existing customers and attract new ones. Choose from a wide selection of industry leading investment managers and models.
Investment and Fund Managers
Launch your own ETFs and funds with the technology and capabilities of a market leader. Use the model marketplace as a new distribution channel for your models.
Broker/Dealers, Clearing Firms, RIA Custodians
A comprehensive suite of front, middle and back office services for the buy and sell side. Traditional custodians can offer API driven wealth management services for the advisors and investors of the digital generation.
Use only the services you need and pay a
small account or transaction processing fee
- Real-time Margin
- Positions and Balances
- Agency & Principal Trading
- Fractional Trading
- Alternate Trading System & Dark Pools
- Taxlot Accounting
- Corporate Actions
- Cost Basis & Tax
- Monthly, Quarterly and Year-end Statements
- Investment Model Exchange
- GIPS Compliant Performance Measurement
- Composites
- Model Management
- UMA/SMA Accounts
- Digital Account Opening
- Digital Account Funding
- Portfolio composition, optimization and re-balancing powered by AI and machine learning
High speed, low latency Industry standard REST API and FIX 4.2 endpoints
Our dedication to client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of the fintech industry. We combine an unwavering client focus with in-depth experience and leading-edge technology to offer an unrivaled breadth of products and services.
As a specialist provider, we work closely with our clients to develop a thorough understanding of their needs. This client-centric approach enables us to deliver a comprehensive array of customized solutions that assist our clients achieve their business objectives, across all phases of the investment process. For a free, no obligation consultation please call our relationship managers at 212-671-1030.
