Sarna Risk Navigator
Real-Time Risk Management Suite for equities, options, flex options fixed income, futures and futures options – all from a single interface. Risk Navigator facilitates full, real-time views along with configurable risk profiles, monitoring and alerts. Risk Navigator supports RegT, portfolio margin, and SPAN-margined futures and futures options accounts.
Sarna BPE
The Sarna Margin and Buying Power Engine (BPE) is available separately or as part of Risk Navigator to power all pre-trade checks, including open orders, subaccount support and FINRA-regulated suitability thresholds. BPE covers Reg T, portfolio margin, or both. It is highly scalable, configurable and available across a wide variety of deployment schemes.
Learn MoreDownload Tech SheetDownload Portfolio MarginBook a Demo
Brokerage-in-a-Box
Sarna Technologies white label Brokerage-in-a-Box is the complete brokerage stack for advanced equities, options and fixed income investing on a mobile app. Broker-dealers may offer this solution to customers in any nation with any language and currency (US exchange-traded products only). Included are an account and portfolio management portal and a full risk management suite.
A La Carte Products
Account Open Flow for Web and Mobile: onboard customers from any nation for cash, IRA and margin accounts from any country. Offer equities, options, fixed income, futures and futures options with suitability screening and market data entitlements.