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