Trade Instantly With Your Broker or Custodian

Real-Time Executions

Trade electronically and get executions in real time with more than 500 brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity.

Electronic Trading

Real-Time Accounting

Real-time accounting helps you maintain accurate cash and position balances intra-day. You can sell securities and use the proceeds to buy additional securities the same day.

Rebalancing and Portfolio Accounting

Real-Time Market Data

Select security types to price automatically with either 15-Minute Delayed or Real-Time Pricing.

Trade Execution Price

Electronic Block Allocations

Once you’ve completed your block trades, our intuitive interface lets you send allocation details to custodians with the click of a button.

Order Management Rebalancing