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Partners

We partner with the leading front-end vendors, custodians, and prime brokers to ensure seamless, straight-through processing of your trading information.

Custodial Data Providers

ALPS, A DST Company
ADM Investor Service
Charles Schwab
Interactive Brokers
SageTrader

Bank of America Merrill Lynch
Goldman Sachs
J.P. Morgan
FIS Global
TradeStation
Morgan Stanley
Barclays
TD Ameritrade
Fidelity Investments
Jefferies
Credit Suisse
Wedbush
Citi Investor Services
US Bank
ICBC
Pershing | A BNY Mellon Company
Wells Fargo Securities

Trading Platform Providers

Bloomberg
EZE Software Group
Fix Flyer
Thomson Reuters REDI

Financial Data Providers

ICE Data Services
Morningstar
Portfolio Science
Xignite

Want to See Our Software In Action? Request a Demo