Eliminate logging into separate screens
No more separate order files for equities and mutual funds
No more manually typing orders, confirming executions and verifying allocations
Turn 7 steps into one, and save 80% of the advisor time spent on manual trading
Automating block trading aggregates client orders by symbol, side and custodian
Trade the entire block and automatically allocate the shares to client accounts
Deliver the exact same price for each account
When advisors trade in real time, advisors stay in control of their plan
No more manual steps while the market is moving
No more waiting until tomorrow for results
Get real-time visibility into orders and executions across all accounts and custodians
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