A leading global trading software vendor has unveiled a new module for its white-label trading system, designed for retail brokers, banks, and prime brokers. This addition continues the company’s development of professional investment features within its multi-market trading platform.
The solution targets investment professionals and passive investors seeking a secure, unified environment for asset management.
The module offers two distinct versions: a desktop application for portfolio managers and dedicated interfaces for investors across web and mobile platforms.
Key functionality includes performance monitoring through various metrics, portfolio model management with automated fund allocation, and rebalancing capabilities aligned with specified models.
Portfolio administrators control the module through a back-office terminal, where they create portfolio entities, manage investor subscriptions, establish management fees, and ensure regulatory compliance.
“We’ve made one more step towards building the most universal and comprehensive trading platform. It is well known that many brokerages that offer service for self-directed trading and managed portfolios use fragmented technologies and with this release we bring more efficiency, allowing brokers to serve both groups of clients using the same platform.” — Roman Nalyvaiko, CEO of TraderEvolution