Solution introduction
Back Office Solutions
Manage orders, clients, and compliance efficiently with tools tailored for brokerage operations
Back office tools for brokers and advisors
Order Management System (OMS)
Oversee the complete trade lifecycle and manage orders efficiently
Clearing and custodian integrations
Connect with clearing firms and custodians to manage settlements, confirmations, and SOD/EOD data
User and account management
Centralize client onboarding, user data, and account operations
Risk, reporting and compliance
Combine regulatory obligations, reporting capabilities, and risk management into one hub
Securities management and customization
Enable tailored operations and control securities within the platform
