Realize up to a 50% reduction in trade-away processing costs.
Leverage one platform to seamlessly communicate with plan sponsors.
Implement an effective trade-away process, ensuring adherence to best execution policies.
Minimize errors and costs associated with rekeying trade and allocation data into OMS, PMS, and custodial systems.
Adopt a proven, industry standard to streamline your trade workflow.
Provide managers with a single point of access for communicating account-level allocations.
Reduce manual, labor intensive processes around trade-aways.
Support managers best execution requirements by providing greater transparency on trade-aways.