- Markets
- Solutions
- Source Code License
- Risk Management
- Broker/RIA Administrator and Risk Client
- Order Management and Execution System
- Market Data Infrastructure
- Positions Management
- New Accounts Forms, Reporting and Management System
- API — Application Programming Interfaces
- HTML5 Web and Mobile Trading Front-ends
- Sample Retail Website
- Scanner and Signal Generator
- Services
- Company
New Account System
- Full Implementation to the many Apex New Account APIs for opening new accounts
- FINRA approved.
- Includes Market Data Agreements for NYSE/AMEX/NASDAQ
- Includes all the IRAs, Joint, Margin, etc
- Only Look and Feel must be customized for or by customer – customer provides mockups and we can do the rest. If customer wants to create their own UI, interfaces can be provided
- Account Approval Workflow tool
- Cash Management tool – ACH Relationship and Transfer approvals
- Edit clearing firm parameters such as Margin/Cash account type, Registered Rep, Address, etc