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Technology Designed for Growth

Tap Into Digital Wealth Management

Tradesocio offers a digital wealth management service platform which enables automated, algorithm-based portfolio management.

Our value proposition breaks down to:

Empower investors

Develop personalised investment plans around tailor-made financial instruments and empower investors to make well-informed investment decisions on a mid, short and long-term basis.

Explore DWA

Middle-office solutions

Access a complete spectrum of solutions that help you streamline operations across all departments and improve enterprise intelligence.

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Workflow Manager

  • Optimise your business processes and assign approval matrix.

Compliance Manager

Gather KYC and risk assessment data. Set up an online agreement and contract management system.

Workstation Manager

Assign products and baskets to custom workstations (i.e. adviser, geographical location, compliance categorisation).

Basket Manager

Develop custom baskets of assets around ETFs and AMCs, single stocks, ETFs and/or treasuries, managed accounts on SMA, or even existing investor funds. Diverse investor experience with one, all-inclusive solution.

API

  • Access a  complete set of API keys to seamlessly integrate with your existing architecture.

Adviser Platform

Create and launch digital distribution channels for your advisers. Added benefits: branding to your advisers’ needs, workstation custom activation to display only pre-approved products, real-time revenue share reporting, customisable access level access per adviser category, branded mobile applications, multilingual service.

Reporting Manager

Create and launch digital distribution channels for your advisors. Added benefits: branding to your advisers’ needs, workstation custom activation to display only pre-approved products, real-time revenue share reporting, customisable access level access per adviser category, branded mobile applications, multilingual service.

Support Manager

View and manage client tickets and offer your clients the support they need when they need it via live chat.

Back-office solutions

With our advanced technology, you and your corporate investors can easily manage risk and plug into liquidity.

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Liquidity Manager

Gain data-driven insights on your liquidity situation in real time.

Risk Manager

Evaluate your asset liability, liquidity risk, market risk, interest-rate risk and make informed decisions to mitigate volatility in real time.

Build your own

Our technology suite allows you to easily adjust or add modules to the existing architecture according to your business logic.

SMA

Explore digital wealth management services. Improve your trading, allocation and management of separately managed accounts.

Marketplace

Expand your market share by offering your investors the freedom to choose from a wide range of personalised investment products and trade them across 32+ global exchanges.

Coming Soon

Aggregator

Harness Big Data to build personalised investment plans. We help you go beyond financial cleansing and nominalisation.

Branded Mobile Applications

Make your investment advice and financial instruments accessible at any time and from anywhere on mobile devices: iOS | Android.

Coming Soon