PowerTrade addresses three areas of the trading process - portfolio rebalancing and trading, asset allocation and compliance.
PowerTrade Features Overview
Trading & Trade Order Execution
Improve portfolio performance with order management and trading tools based on client investment objectives.
- Execute trades according to investment policy guidelines & trading restrictions
- Generate trade lists for upload and execution to custodial trading platforms
- Export trade orders for manipulation in other applications
- Calculate block trades and export group allocations or individual trades to custodial trading platforms
Asset Allocation & Rebalancing
Achieve client investment objectives and enhance both performance consistency and portfolio returns through systematic rebalancing and reduction of trading errors.
- Create and maintain unlimited portfolio models for rebalancing
- Allocate and rebalance for account groups, individual accounts and globally
- Apply multi-level “3-D” allocation strategies to account groups and individual accounts
- Model portfolios are supported by most security types including stocks, bonds, funds and more.
Compliance
Increase compliance oversight and reduce fiduciary risk by providing continuous and verifiable monitoring of client assets.
- Establish, maintain and document client asset allocation policies
- Reference trading restrictions in client accounts
- Generate reports and trade tickets for compliance and record keeping requirements
Benefits of PowerTrade Order Management System
Manage more accounts in less time with greater accuracy – enabling you to focus resources on revenue generating activities such as new business development and client relationship management.
- Increase trade desk productivity with automated rebalancing and trading tools
- Enable portfolio managers and traders to easily generate and upload trading orders
- Strengthen advisor's compliance efforts and processes with reports and trade tickets
