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Order Management System

  • Order Server FIX Interface – standard protocol implementation that supports equities, ETFs, options, complex options, etc
  • Instinet, KNIGHT, Nexa certified for order destination
  • 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