Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers
Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free confidence, speed, and automation. The trade order management system is the optimal suite to let you trade, rebalance your portfolios, and take advantage of many other cool features.