PowerTrade offers a combination of features, user-friendly navigation and easy configuration requirements to minimize initial setup efforts that quickly move you into production mode.

Asset Allocation

• Create and maintain unlimited portfolio models.
• Apply multi-level allocation strategies to account groups and individual accounts.
• Allocate and rebalance for account groups, individual accounts and globally.
• Models support most security types including stocks, bonds and mutual funds.

Cash Management

• Define and manage cash requirements prior to trade execution.
• Raise or invest cash simultaneously for client accounts while maintaining balance to model.
• Check anticipated cash balances after creating trades and prior to execution.

Compliance & Reports

• Establish, document and maintain client allocation policies.
• Reference trading restrictions prior to trade execution.
• Generate reports and trade tickets for compliance and record-keeping requirements.

Rebalancing

• Rebalance according to client investment policy, trading restrictions and firm-wide mandates.

System Integration & Customization

• Integrate seamlessly with PowerAdvisor portfolio management software.
• Integrate with most custodial trading platforms such as VEO Express, Advisor Channel and Schwab Institutional.
• Use PowerTrade as a stand-alone rebalancing tool or in conjunction with other PMS systems—transactional downloads are not required.

Trading & Order Execution

• Define trading commission structures for equities, options, and mutual funds including per share, flat fee, and a combination.
• Generate trade lists for upload to and execution with multiple custodial platforms.
• Export trade orders for manipulation in other applications.
• View restrictions prior to trade generation.
• View asset exclusion and cash test prior to trade execution.

PowerTrade Brochure