Multi Currency
Multi-Currency Securities Support for Wealth Management Firms Normalize Portfolio Management. Trade in Local Markets. Wealth managers typically maintain portfolios in a single base currency, most commonly USD, while requiring the ability to trade securities in their local market currency. Advisors need a consistent, normalized view of portfolio values for portfolio management, compliance, and client reporting, […]
The Unified Fixed Income Trading Platform
The Unified Fixed Income Trading Platform: A New Operating Model for Modern Wealth Firms Modernizing Fixed Income Operations for RIAs, IBDs, TAMPs, and Asset Managers Fixed Income Has Become a Technology Problem Over the last two decades, wealth firms have industrialized the way they trade equities. Orders that once moved by phone now route through […]
Expand Your Global Reach and Control: Introducing Co-Pilot Version 8.5.0
This release introduces comprehensive multi-currency capabilities alongside institutional-grade user entitlements, transforming Co-Pilot into a truly global portfolio management ecosystem while safeguarding your firm against unintended trading risk.
