High Net Worth
TradeWealth is the only dedicated and integrated wealth management workstation for high net worth individuals, independent asset managers and private bank traders.
This multi-asset class trading platform is delivered on a SaaS (Software-as-a-Service) model, with a minimal footprint and seamless installation.
TS integrates fully with clearing banks while maintaining broker-neutral execution, and meets the needs of the most sophisticated investment professional.
TradeWealth provides an outsourced, multi-vendor, integrated wealth management technology ecosystem across all accounts, custodians, and asset classes at every stage of the wealth management life cycle.
Other sophisticated functionalities of TradeWealth include:
- Trade Generation and Trade Management
- Position Management
- Benchmarking, Profit Attribution, Reallocation
- Cash Management
- Commissions and Fees, Adjustment Entries
- Ability to Cancel/Correct Orders from the Order Blotter
- Risk, Compliance, Reporting
- Custom Watch-Lists
- Supports Level 2 Market Depth Data
- Compliance Fat Finger Checks
- White Labelling Possible
- Multi-Asset Class