Solution introduction

Omnibus Solution for Broker-Dealers

Consolidate client accounts into an omnibus structure to manage and execute trades on their behalf while maintaining privacy

Account consolidation
Combine multiple client transactions into one account to simplify record-keeping and trade execution processes.

Client anonymity
Protect client details by withholding them from clearing firms, ensuring privacy and secure operations.

Operational efficiency
Manage transactions internally to reduce administrative overhead and improve overall operational efficiency.

Global scalability
Support accounts and compliance across regions, ideal for international clients and financial institutions.

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