Separately Managed Accounts

Separately Managed Accounts (SMA)

Diversification and expansion of your investment product offering often come with the difficulty to manage it. Taking a holistic approach to investment and fund management, Tradesocio provides the infrastructure to facilitate and enhance trading, allocation and operation of separately managed accounts (SMA).

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Tailor your offering to fit any client-specific requirements, including approval engine, strategy-focused spread feed adjustment, and payment automation.

Give investors the freedom to choose from a wide range of high-quality funds, by connecting top Fund Managers through MT4, MT5, or simply connecting algos via API.

Allow investors to allocate and stop allocation to any fund in real time by giving them access to a flexible set of tools to help them manage risk and make informed decisions.

Keep track of the total volume generated with our real-time reporting API solution which easily integrates with your current middle and back office applications.

Tap into global trading, expand your product range to include all the asset classes traded on the world’s leading exchanges with a fully GDPR compliant solution. 

Premium solution. Stellar results.

Offer your investors a new way to manage their investments by giving them access to a premium SMA solution which guarantees the transparency, flexibility, security and accessibility they need to ensure portfolio diversification and growth completely risk-free.