Trading and Settlement

Markets move fast and you need dynamic tools to manage your client accounts, make the right trades, and settle your transactions. We offer comprehensive tools to help you manage the trading lifecycle including opening accounts, modeling and rebalancing portfolios, order management, data aggregation, reconciliation, and post-trade communications. Our powerful trading and settlement solutions deliver straight-through-processing so you can focus on investment strategy without worrying about delays, operational risk, or missing out on key trading opportunities.

Account creation

You can manage the entire account lifecycle, delivering excellent service to your clients. LEARN MORE

Modeling and trading

With our intelligent modeling and rebalancing solutions, we empower you to easily automate the portfolio rebalancing process. In addition, our high-performance trade order management system handles all your trading activity, with integrated pre-trade compliance, giving you complete visibility and control. LEARN MORE

Aggregation

We offer straight through processing to deliver up-to-date counterparty data with access to over 10,000 financial institutions. With complete visibility of your accounts and 24x7 support, you can trust your data to our technology and services. LEARN MORE

Reconciliation

Our best-of-breed reconciliation technology and services save you time by taking the legwork out of daily reconciliation and offering unmatched tools to streamline your exceptions management processes. LEARN MORE

Post-trade communications

Our automated post trade communication network helps you adhere to shorter settlement cycles and minimizes the risk of costly settlement failures. LEARN MORE