Enterprise Grade Microservices

Brokerage, Custody, Clearing & Liquidity Infrastructure

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High-performance brokerage infrastructure

We provide high-performance end-to-end embedded brokerage infrastructure solution, designed to support various levels of complex business models. Our solutions includes multi-custody, clearing, and multiple liquidity venues

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Multiple and various business models

Our core engine and chassis support various business models including direct to consumer retail investing, automated WealthTech solutions, institutional algorithmic trading functionality, and market data distribution.

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Mobile and web-based user-experience

Our cloud-based self-directed brokerage platform offers both mobile and web-based user-experience customized under your brand to empower your members and clients to manage their self-directed investments.

Brokerage Solution Features

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Multi-Asset Investing/Trading
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Web and Mobile App
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Fractional Shares
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Brokerage API
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Risk Management
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Digital Banking SSO
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Integrated AML/KYC
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Customized Cash Sweep
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Modern Payment Gateway
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Guided Investing Chassis

Our Guided Wealth Chassis solution is fully open architecture and can support any guided investing strategy for your institution. It offers all the full infrastructure features and functionality you will need to provide your members with an intuitive, engaging and comprehensive investment experience.

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Digital account opening and seamless funding process
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Integration into any core systems
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Engaging AI powered customer profiling and suitability process
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AI powered portfolio design, construction and rebalancing
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Custody, Clearing and Compliance service
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No development or onboarding costs

Open Brokerage API

Trading, Execution, Clearing And Custody API

Our multi-asset trading, clearing and custody API offers turnkey integration, and easy configuration – Stocks, Options, ETFs and Fractional Shares.

We handle execution, custody and clearing in most asset classes for FinTech and FinServ platforms.

Get The API
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