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