Reviewing and executing trade orders at once helps save time and create standardized processes.
Rebalancing portfolios with proper workflows decreases the chance of placing an incorrect trade or mixing up accounts in a spreadsheet.
Having the flexibility to trade at the Household, Account, or Sleeve level means you no longer have to compromise efficiency for system constraints.
Creating large block orders allows you to trade at the same price for all accounts that hold the same asset so you can provide consistent outcomes across all of your clients
Trent Mumma, Executive Vice President, Technology Products