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.
- 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
- Global support
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.