TradeWealth®

Optimizing day-to-day operations of wealth managers

TradeWealth is a web-based platform that allows wealth managers to consolidate positions, rebalance and automate the post-trade process with their custodians. TradeWealth combines a powerful and flexible integration framework along with an HTML5 interface designed to simplify and digitize all the key tasks of a modern wealth manager, from CRM and position management to trading and post-trade settlement.

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. 

SaaS Model

This multi-asset class trading platform is delivered on a SaaS (Software-as-a-Service) model, with a minimal footprint and seamless installation. 

Universal Integration

TS integrates fully with clearing banks while maintaining broker-neutral execution, and meets the needs of the most sophisticated investment professional.

Take TradeWealth, our wealth management platform for a test drive.

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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