TraderEvolution Global Releases Portfolio Management Solution Expanding Their Trading Software

Rick Steves

The leading global trading software vendor releases a new module to its white-label trading system for retail brokers, banks and prime brokers which continues the new line of professional investment features in the company’s multi-market trading platform software.

With the latest add-on the TraderEvolution caters to investment professionals and passive investors who would like their money to be managed in a safe, integrated environment.

The newest feature incorporates two separate versions of the new tool – a desktop application for portfolio managers, and dedicated interfaces for investors in web and mobile terminals. New tools contain all necessary functions for their roles, including:

● monitoring of portfolio performance through various metrics
● Managing portfolio models
● automated allocation of funds and rebalancing in accordance to the model

The newly added module is controlled from within the back office terminal where portfolio admin creates portfolio entities, manages investors’ subscriptions and key information, and sets management fees, ensuring everything is compliant with regulatory requirements and company’s policies.

“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.” – Says Roman Nalyvaiko, the CEO of TraderEvolution.

Every broker who uses TraderEvolution’s solution may now subscribe to the new module becoming an investment hub for professional traders and asset managers as well as for investors.

Read this next

Technology

Pico launches Corvil Cloud Analytics as trading industry move into cloud

“Since Corvil Cloud Analytics is software only, this accelerates our deployments and also provides an expedited avenue for proof-of-concept use cases. It’s now easier than ever for clients to access the platform so they can see firsthand what makes Corvil an industry leader in data analytics.”

Executive Moves

Finalto recruits Antony Parsons as head of liquidity

Finalto, the financial trading division of Gopher Investments, is making a broader push into the liquidity provision space, culminating in a new appointment focused on expanding the business into new markets.

Digital Assets

Huobi introduces Tether’s stablecoins pegged to euro, gold

Huobi, the world’s sixth-largest crypto exchange by trading volume, is set to introduce for its clients two stablecoins representing ownership of physical gold and Euro-pegged tokens.

Retail FX

Saxo Bank reports lackluster volumes for November; FX up 40% YoY

FX trading volumes through Saxo Bank’s platforms improved slightly in November, extending its volatile curve as investors continued to weigh central banks’ policy against concerns over a global economic slowdown.

Executive Moves

CMC Markets taps Finalto’s Julia Free to head UK compliance

CMC Markets PLC (LSE:CMCX) has onboarded Julia Free as its newest head of UK compliance as part of a broader organizational reshuffling at the UK’s biggest spread better.

Digital Assets

Ankr successfully patches hack, will reimburse victims and take actions to prevent further attacks

DeFi protocol Ankr plans to reimburse its affected users after a hacker managed to exploit a bug in its code that allowed for unlimited minting of its liquid staking token.

Industry News

ASIC cancels/suspends AFS license of AFSL Group and Quantum Funds Management

ASIC canceled the AFS license of AFSL Group because it failed to lodge statements and audit reports and it did not maintain AFCA membership. The Australian regulator suspended Quantum because it does not have the required professional indemnity insurance coverage.

Executive Moves

BidX Markets hires Shaun French as Research Analyst – Multi Asset

“We believe with his background in the Financial Markets and being based in Dubai, he will be able to provide our clients with access to outstanding research, while also being in a great location to help support our international clients base which is growing at a rapid pace’’.

Institutional FX

Nasdaq migrates US options exchange to AWS with +10% performance in round-trip latency

Nasdaq has announced the successful migration of the core trading system of Nasdaq MRX – one of its six U.S. options exchanges – to Amazon Web Services (AWS).

<