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Smaller Asset Managers are challenged by the high cost of software development and finding the right expertise and competencies

We offer IT systems that are currently built and being used by our clients:

⚬  proprietary EOD file loader takes only the useful files for Wealth Managers and combines them into one database. The data can then be exported easily into a portfolio accounting systems or used for numerous other purposes
⚬  Order connectors to Saxo Bank (both Saxo B2B and Prime XM), FXCM, CFH, GKFX, and more
⚬  Have contacts at many brokerages and can facilitate the integration process.