Mon - Fri : 09:00 - 17:00

Broker/RIA Administrator and Risk Client

Risk Client

  • Real Time Monitor accounts P&L and Buying Power
  • Risk Limits profiles
  • Execute orders in client accounts
  • Intraday Cash Adjustments
  • Commission, Orders, Positions editing
  • Positions monitoring
  • RIA Allocation tools and Allocation viewing — % of portfolio  calculations before allocation, Allocation by number of shares or dollar amount, and Portfolios Allocations that includes basket trading (see video).
  • Prop account orders, Inventory accounts