- 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
Order Management System
- Order Server FIX Interface – standard protocol implementation that supports equities, ETFs, options, complex options, etc
- Instinet, KNIGHT certified for order destination
- Standard FIX Interface so supports any FIX order destination out of the box
- Risk Management built in that covers all BD and RIA requirements.
- Follow-Me Feature, order queuing, SOD files, EOD Clearing firm Files
- Demo/Simulator accounts
- Positions Management, orders, short list, margin rates, symbol mapping, dividends, corporate actions, cash values such as TotalAccountValue, CashAvailable, settled and unsettled cash, and much more.
- Robo Portfolios and Fractional share support – Buy a Portfolio for Multiple Accounts / Allocate a Portfolio to multiple accounts with 1 button click. Automatic mode.
- Total Account Returns (Gain/Loss), Daily Returns, Realized and Unrealized Gain/Loss