Multi-Currency Trading & Securities Support
Multi-Currency Securities Support for Wealth Management Firms Normalize Portfolio Management. Trade in Local Markets. Wealth managers typically maintain portfolios in a single base currency, most commonly USD, while requiring the ability to trade securities in their local market currency. Advisors need a consistent, normalized view of portfolio values for portfolio management, compliance, and client reporting, […]
The Unified Fixed Income Trading Platform
The Unified Fixed Income Trading Platform: A New Operating Model for Modern Wealth Firms Modernizing Fixed Income Operations for RIAs, IBDs, TAMPs, and Asset Managers Fixed Income Has Become a Technology Problem Over the last two decades, wealth firms have industrialized the way they trade equities. Orders that once moved by phone now route through […]
Unified Managed Accounts — Built for the Way Portfolios Actually Work Now
Centralized trading desks connect advisor decisions to execution workflows. Learn how RIAs scale AUM without scaling operational complexity.
Centralized Trading Desk for Wealth Firms | Scale Without Headcount
Centralized trading desks connect advisor decisions to execution workflows. Learn how RIAs scale AUM without scaling operational complexity.
Expand Your Global Reach and Control: Introducing Co-Pilot Version 8.5.0
This release introduces comprehensive multi-currency capabilities alongside institutional-grade user entitlements, transforming Co-Pilot into a truly global portfolio management ecosystem while safeguarding your firm against unintended trading risk.
Elevate Your Firm’s Capacity: Introducing Co-Pilot Version 8.4.0
The success of a modern wealth management firm depends on two critical factors: the ability to scale client relationships and the unwavering accuracy of trade execution. The true value of an advisor lies in strategic oversight and client engagement. This release is designed to position the Advisor as the COO of their operation—empowering them to […]
