Modular Components
Modules
Pick and choose the components you need: Account Open Flow for global KYC onboarding and Pre and post-trade allocation for streamlined trade workflows.
Key Features
Everything you need to transform your operations
Account Open Flow
Streamlined account opening with global KYC verification, identity proofing, and multi-jurisdiction compliance.
Multi-Asset Onboarding
Support for equities, options, futures, and crypto account types with appropriate suitability and risk disclosures.
Pre and Post-Trade Allocation
Streamlined allocation workflows for block trades with automated pre-trade planning and post-trade distribution across accounts.
Block Trading
Execute large orders at the master level and automatically allocate fills across subaccounts based on rules.
Global KYC
Support for international identity verification with country-specific document requirements and watchlist screening.
Compliance Automation
Automated regulatory compliance workflows including CIP, AML, and beneficial ownership verification.
Build Your Custom Solution
- Modular components integrate with existing infrastructure
- Streamline account opening with automated KYC
- Manage complex omnibus account structures efficiently
- Automate block trade allocation across subaccounts
- Support global expansion with multi-jurisdiction compliance
- Reduce manual processing and operational errors
Customize Your Solution
Talk to our team about which components are right for your specific operational needs.