Trading platform for brokers offering stocks, options, futures, mutual funds, bonds
Web Broker
Account list
This widget allows brokers to browse and filter all accounts on the platform, trade on behalf, view account properties, and liquidate selected accounts.
Position book
This widget allows brokers to view all active client positions, view all important details about these positions, and close them with the market or limit price.
Order history monitor
Brokers are free to view relevant order or trade history details for an account over the selected time frame.
Risk settings
Brokers can adjust risk settings for selected accounts, account groups, and classes of instruments. For example, they can limit their maximum total loss to hedge their exposure or restrict the number of day trades per period.
Routing wheel
Brokers can determine how/where orders are routed based on predefined criteria:
- Asset Type
- % Based on Destination
The Routing Wheel allows brokers to establish routing profiles on the asset class level with automatic reroute to the next destination if an endpoint in the wheel rejects an order.
Individual destinations can be disabled in real-time on the profile or asset level with percentage routes updated.
Manual review
Client order flow can be routed to the broker’s internal operations for manual review. The reviewed orders can then be released to the destination or rejected back to the source.
Orders are routed for manual review based on the following:
- Account Level configuration
- Risk Profile settings
Manual allocations
Manual allocations are supported in fractional/whole share quantities and notional amounts via CSV import or Manual Allocation GUI. Brokers may take a position in their principal account and enter allocation instructions to distribute the securities to other client and firm accounts.