Trading and Broker Communications

  • Trade blotter by trade date with filters for status, execution desk, trade purpose, sector, market, account, account group, and trading system
  • Low to High, High to Low, Weighted Average, and APS price allocation methods
  • Support for partial fill allocation, with automatic trade creation for the balance
  • Customizable account sort order for fill allocation
  • Contracts per million, target level, and contracts per trade default breakdown methods
  • Trading level can be a constant or formula based
  • eMail and FTP communication of trades, fills, and account activity with customizable data file formats
  • PDF document  and customizable data file formats for trades, fills, and account activity
  • Multiple trading systems (strategies) per trade, including net-zero trades
  • Combine multiple orders (same or multiple trading systems) into a single order
  • Counter-party notification configurable at the account/exchange level
  • Per-Trade and/or Per-Day trading activity notifications on a per-recipient basis
  • Back-dated trade changes
  • Multi-order placement to broker
  • Virtual trade date allowing global trading
  • Account-level executing broker rules enforce execution agreements
  • Trading desks can be limited to the exchanges it trades
  • Market and position limit checks on order placement
  • Sector and Market trading restrictions at the account level
  • Support for synthetic markets
  • User-defined fields can be attached to orders
  • Command-line order import utility
  • API-based order entry
  • FIX 4.2/4.4 drop copy support allows automatic order capture from a wide variety of execution platforms
  • Execution gateway provides electronic order execution and reporting to clearing brokers as well as several advanced order handling options