Your Command Center for Trade Management

Streamlined Block Trading

Easily automate the creation of block trades for equities and ETFs to ensure best execution and consistent pricing across accounts.

Trading Screen Sort and Filter

Trade Guidelines and Compliance

Create simple rules to apply minimum trade amounts, restrict trading, or round your share lots.

Pre Trade Compliance

Support for Multiple Asset Classes

Accurately account for and manage equities, ETFs, mutual funds, options, individual bonds, partnerships, hedge funds, and separately managed accounts.

Trade Order Management Report

Customized Trading Views

Manage all of your pending or outstanding orders on dynamic, customizable trade screens. 

Trade Blotter

Limit Orders

Achieve your ideal execution price with limit orders

Trade Order Details