Streamlined Trading and Portfolio Rebalancing for Investment Professionals

Develop, review, and implement strategic trading decisions for optimized portfolio performance.

• View historical and active trade proposals in an organized list.
• Analyze critical indicators such as buy/sell quantities, cash exposure, and risk deviations.
• Use search and filter options to quickly find relevant trading proposals.

This ensures that investment decisions are based on real-time data and portfolio objectives.

Automatically adjust portfolio allocations to maintain strategic targets.

• Access a structured list of portfolios awaiting rebalancing.
• View key indicators and metrics for informed decision-making.
• Enable, pause, or activate the rebalancing process.
• Redirect to an expanded view of each portfolio’s trade impact.

This helps maintain investment strategies without manual intervention.

Monitor and manage trading activity across multiple portfolios.

• View pending, in-progress, and completed orders in a single dashboard.
• Create and manage individual or block trade orders.
• Configure execution settings for market orders, limit orders, and more.

This ensures that all trade executions align with portfolio objectives.