SnapTrade’s Post

With SnapTrade's API now integrated, effortlessly import your securities from top brokerages such as CommSec, Zerodha, and Vanguard onto Diversiview! 🚀 The portfolio weightings will automatically be added for seamless analysis and optimisation!💡Dive into our latest blog for a full list of compatible brokers and a step-by-step guide on connecting your brokerage accounts. Sign up today for a free first analysis and start optimising for a better portfolio performance! #partnership #fintech #fintechnews #portfoliooptimization #diversiviewyourportfolio

A milestone for Diversiview 🎉 Our partnership with SnapTrade means that active investors can now connect with more than 15 investment platforms and brokers around the world, including in Australia, India, US and many other countries. More investors and investment advisors can now import, analyse cross-market portfolios and optimise their asset allocation in minutes. Thanks to our partners at SnapTrade and to my amazing team at LENSELL 💯 for making this happen. It's a step forward to making smart investment decisions faster, in an agile world. #fintech #wealthtech #smartinvesting #portfoliooptimization

⚡ 𝗗𝗿𝗶𝘃𝗲𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝘀 𝟮𝟰/𝟳 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗔𝗱𝗮𝗽𝘁𝗶𝘃𝗲'𝘀 𝗢𝗠𝗦 𝗣𝗼𝘄𝗲𝗿𝗵𝗼𝘂𝘀𝗲 DriveWealth, the fintech giant, partnered with Adaptive to build a state-of-the-art order management system (OMS) and empower a seamless 24/7 trading experience. DriveWealth gained a robust and innovative trading infrastructure, delivering exceptional service to its partners and clients. ▶️ 𝗟𝗼𝘄 𝗹𝗮𝘁𝗲𝗻𝗰𝘆 𝗢𝗠𝗦: Handles high volumes, ensuring smooth order execution ▶️ 𝟮𝟰/𝟳 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲 𝗮𝗰𝗰𝗲𝘀𝘀: Connects global brokers to Blue Ocean ATS for extended hours trading ▶️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗵𝗮𝗿𝗲 𝘁𝗿𝗮𝗱𝗶𝗻𝗴: Supports diverse asset classes for wider market participation ▶️ 𝗙𝘂𝘁𝘂𝗿𝗲-𝗽𝗿𝗼𝗼𝗳 𝘀𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: Handles anticipated growth and market volatility ▶️ 𝗢𝗽𝗲𝗻-𝘀𝗼𝘂𝗿𝗰𝗲 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻: Leverages Aeron for cost-efficiency and customization Learn more about our client stories, check our website: https://lnkd.in/enPRSmtn #DriveWealth #OMS #LowLatency #TradingTechnology #FinTech #Adaptive

A major participant in the trading market, Funding Traders, has announced the incorporation of TradeLocker into their platform. They anticipate that this calculated move will enhance its users' trading experience by providing them with cutting-edge trading tools and resources. Apart from the integration, Funding Traders has established a robust rapport with the TradeLocker crew, guaranteeing a dependable and steady trading encounter for every trader. But in addition to this integration, Funding Traders' high-tiered accounts—the $300k and $500k accounts in particular—have attained full allocation. This applies to their Elite and Apex accounts as well, which are renowned for providing traders with larger trading funds. These adjustments won't impact any of the currently running $300,000 and $500,000 challenges. These high-tiered accounts will be momentarily inaccessible due to achieving full allocation. Until more funding becomes available, they will switch to an invite-only model. It is anticipated that this approach will guarantee the longevity and caliber of services rendered to existing account holders. The time frame for the release of further allocations has not yet been disclosed by funders. They encourage users interested in these high-tiered accounts to monitor this space for updates. https://lnkd.in/ert9x-tH . #propfirms #trading #propconnect #forex #FundingTraders #TradeLocker #Finance

Advisors don't choose their tech stack based on what it cost. I learned that lesson early on as I worked at Riskalyze (now Nitrogen). When i first started selling Riskalyze I was selling so many $115/m deals because we had a partnership with LPL Financial that gave them the cheapest discount. As the company evolved, it became about a value game since we were charging about 3-4x more per deal. What is the ROI; break down time commitment, support, ease of use, simplicity to onboard etc. MORE than all of that was.... what do their clients think. How do their clients respond. #financialadvisors are subscriptioned to death. It is nice to see some pay as your go offerings that cater to advisors like EncorEstate Plans and love seeing that Trust & Will adding subscriptions but kept their pay as you go option. When an advisor adds onto their already hectic workload by adding more tech or services.. results are key. Who is there to pick up the phone, answer the chat, have the resources pre-built and branded, and really just know what to expect. One of the most valuable lessons I learned is you can offer something for free, and if it doesn't do anything for your end user... nobody will use it. Some of my favorite fintech tools were never expensive like Assetmap but I also know some of the biggest value tools like BlackDiamond Wealth is also not the cheapest. The price doesn't determine the amount of value to come, the team behind it does. #estateplanning #fintech #wills #trusts

Meanwhile, as Webull navigates the challenge of extending TradingView charting capabilities beyond the US, several multi-asset brokers have already seized this opportunity to differentiate themselves in the global market, and fintech firms like TraderEvolution Global Ltd. and Match-Trade Technologies have made it easier for retail brokers to integrate the world-renowned charting platform. #webull #tradingview #brokers #tradingtechnology https://lnkd.in/dwCpdeKg

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗮 𝗿𝗲𝘂𝘀𝗮𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗪𝗮𝗹𝗹𝗲𝘁, 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗱𝗼𝗲𝘀 𝗶𝘁 𝘀𝗽𝗲𝗲𝗱 𝘂𝗽 𝗳𝘂𝗻𝗱 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻𝘀? A reusable investor wallet might sound like a financial product, but it's actually a powerful database that stores vital investor information. In the #privatemarket, gathering investor data for the fund subscription process can be tedious and repetitive for both investors and fund managers. ⛔ Outdated methods like Excel sheets or fillable PDFs are no longer ideal. Considering that fund subscriptions can take weeks or even months, a 5-minute subscription process might seem unrealistic—but it's achievable for repeat investors. 💡 𝗛𝗼𝘄 𝗗𝗼𝗲𝘀 𝗩𝗲𝘀𝘁𝗹𝗮𝗻𝗲’𝘀 𝗥𝗲𝘂𝘀𝗮𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗪𝗮𝗹𝗹𝗲𝘁 𝗪𝗼𝗿𝗸? The investor wallet acts as a database within the investor onboarding platform, retaining and re-using LP information. When investors want to subscribe to a new fund, the platform retrieves their most recent data, eliminating the need for re-entering information or undergoing additional identity verification. ✅ 𝗧𝗵𝗶𝘀 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲𝘀 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀, 𝗿𝗲𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝘁𝗶𝗺𝗲 𝗳𝗿𝗼𝗺 𝘄𝗲𝗲𝗸𝘀 𝘁𝗼, 𝘀𝗼𝗺𝗲𝘁𝗶𝗺𝗲, 𝗷𝘂𝘀𝘁 𝟮𝟰 𝗵𝗼𝘂𝗿𝘀. By converting investors' verified data into fraud-resistant, reusable credentials, our platform eliminates the inefficiencies of repeated ID verifications. Investor Wallet is a powerful feature of Vestlane, helping funds significantly speed up the onboarding of #LPs. 👉 Check the comments for more details! #FundSubscription #InvestorOnboarding #InvestorWallet #AMLcheck #KYC #IdentityCheck #FundTech

Creating value, branching into new product ranges and asset classes, and issuing white labels with confidence. These are three vital considerations for many brokerages today, and are just three of the many reasons why brokerage companies and financial institutions across the world have been selecting the TraderEvolution Global Ltd. back end as their core trading system from which to operate their entire business. Today on FinanceFeeds, our Chief Product Officer Andrew Saks explains in great detail why brokerages are taking control of their business and creating a sustainable and evolutionary future. https://lnkd.in/eyCBUZ4A

Hello #Folks, #Comingsoon #AlgoTrading 🚀 Coming Soon: Our New Algo Trading Software! 🚀 We’re excited to announce that NetServSoft IT Solutions is launching a cutting-edge Algo Trading Software very soon! Whether you're a professional trader or new to the market, our software is designed to make trading faster, smarter, and more efficient. Key Features: Automated Trading: Execute trades based on pre-set algorithms without manual intervention. Real-Time Market Analysis: Leverage data-driven insights to make informed trading decisions. Customizable Strategies: Tailor your trading strategies to suit your risk preferences and market conditions. High-Speed Performance: Benefit from lightning-fast trade execution to stay ahead in the market. 🌟 Stay tuned for the launch and take your trading game to the next level! Contact for more details contact@netservsoft.com #AlgoTrading #AutomatedTrading #TradingSoftware #Fintech #NetServSoft #Innovation #BusinessGrowth #FutureTrading #Whatsappchatbot #AutomaticTrade #BuyShareAutomatic #SoftwareforTrading #Ownsoftware #YourOwnAlgoTrading #Affordableprices #BecomeExportTrader #Trader #ShareMarketAutomation

A-Team Insight, from A-Team Group, recently covered OpenYield's official launch, highlighting how our platform is built to "democratize access to the bond market, catering to broker-dealers, financial advisors and asset managers by offering a combination of liquidity, technology, analytics, flexible APIs and comprehensive data services, aiming to provide a low-cost, equity-like marketplace for bond trading." Read the full article: https://lnkd.in/e2EjMkiU #bondmarketplace #ATS #bonds #capitalmarkets #fintech #fixedincome