Account and Portfolio Management
Easily track and manage all your accounts and portfolios by consolidating information from multiple institutions. Maintain financial contacts and relationships efficiently over the cloud.
Stock Trading
Real-time stock price tracking connected to all major trading institutions for intuitive and modern trading. Detailed reports and data analysis for improved decision-making.
Commodities
Commodities management suite with integrated daily price index and management by lot or portfolio. Easily track finances with daily performance and position reports. Make use of real-time alerts to maximize trading profit.
Request a Demo or Contact Us
Speak to a representative at (415) 636-8018 to schedule a demo or inquire for more information.