Portfolio Management System

Sarna offers a comprehensive portfolio management system (PMS) via API, the White Label program, or as a combination of API + Admin and Margin Manager UI.

Use our existing integrations with clearing firms or bring your own clearing firm - we'll make sure your morning files, evening files and reporting are taken care of so you can focus on creating the best experience for your customers.

Take advantage of advanced features such as subaccount creation and management, position pairing, real-time margin and buying power or portfolio margin.

Comprehensive Admin and Operations functions are included along with advanced trading capabilities for all asset classes.

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