Trade Order Management Features
FIX Real-Time Electronic Executions and Allocations
Trade electronically and get executions in real time with more than 500 custodians and brokers, including Charles Schwab, TD Ameritrade, Pershing, and Fidelity. Electronic trade execution and block allocations for Equity, ETF, Mutual Fund, Option and Fixed Income Asset Types
Customized Trading Views
Manage all of your orders and allocations using customizable trade screens, complete with dynamic filters, sorting, custom fields and column selection.
Real-Time or Delayed Market Data
Update prices used for trade calculations automatically using either 15-Minute Delayed or Real-Time Pricing.
Write covered calls or cash secured puts across one or hundreds of accounts at once with smart trading strategies that accounts for existing underlying holdings. Streamline the management of rolling over options and automatically restrict trading securities with associated options contracts.
Automated Order Blocking
Automatically group equity and ETF trades into block orders and ensure consistent average execution pricing across accounts. Once you’ve completed your block trades, our intuitive interface lets you send allocation details to custodians with the click of a button.
Create customizable rules to restrict trading any asset or account. Prevent wash sale violations and mutual fund redemption penalties. Automate the trade calculation adjustments based on minimum trade rules or rounding settings.
Advanced Trading Features
Achieve your ideal execution price with limit and stop-loss orders. Algorithmic Trading - Electronically route orders and apply execution algorithms or not held trade flag for best execution.
Eric Rosel, CFP, CIMA
MORGAN ROSEL WEALTH MANAGEMENT
Ursula Auger, CFA, CFP®
Vice President, Portfolio Manager
KEATING INVESTMENT COUNSELORS INC.
Tom Crecelius, MBA
JOEL R. MOGY INVESTMENT COUNSEL INC.
Justin DuMouchelle, CFA, CFP