TradeWealth

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Overview

TradeWealth is cutting-edge, dedicated and network based, integrating execution order and portfolio management in a single investment solution for wealth-managers. This multiasset class portfolio management and trading platform is delivered through a software-asa-service (SaaS) model, with minimal footprint and seamless installation. TradeWealth is also fully connected with custodians, brokers, and private banks, helping them maintain a high level of neutrality in the execution process.

Key Features

  • Connectivity to all major private banks, brokers, and custodians
  • Real-time position management
  • Seamlessly integrated with major private bank back-office systems
  • Multi-asset class
  • Compliance and risk management
  • Highly customizable
  • Multi-broker and multi-custodian
  • Iron-clad data protection
  • News enabled
  • Cloud-based
  • Global support

Key Benefits

TradeWealth is a comprehensive wealth management platform that keeps Total Cost of Ownership (TCO) under control and, like all TradingScreen products, the cost of TradeWealth is all-inclusive and transparent, with no hidden fees.