ATrad

ATrad

Ironone Technologies
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Vantage
    15,963 Ratings
    Visit Website
  • Capitalcore
    89 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • BYDFi
    5,933 Ratings
    Visit Website
  • Summ
    878 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • RouteGenie
    49 Ratings
    Visit Website
  • eToro
    32,208 Ratings
    Visit Website
  • NaviPlan
    Visit Website

About

ATrad is a stock trading and broker back office solution that specializes in offering services to the Frontier and Emerging Markets. ATrad is a simple and innovative investment platform which offers the turnkey solution for Capital markets broker-firms. The solution includes the front office, middle office and back office components for the Broker firms of the frontier and emerging markets. ATrad holds over 70% market share of broker-firm usage in the Colombo Stock Exchange a key frontier emerging market in Asia. ATrad is integrated with the Bloomberg EMSX API and offers DMA Trading in the Colombo Stock Exchange with preferences such as direct order routing without intervention or with broker investment advisor manual moderation. All orders are auto-verified against the CSE and local stock market regulations by ATrad.

About

Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Stock broker firms

Audience

Independent Registered Investment Advisors (RIAs) and wealth management firms looking for a fully integrated portfolio management, reporting, and client engagement platform to streamline operations and scale efficiently

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Monthly SaaS price per Broker-firm.
Simple pricing for Frontier Emerging Capital Markets
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.7 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Good product to use. Easy and convenient. Better try and give your reviews and changes to be done. That’s how a system or a product grow. I used to do it while I was using it.
  • User Friendliness and design and customization.
  • ATrad is available on desktop, web and mobile. It's easy to use and allows me to view my portfolio, portfolio value, statements, order book and the market when I trade equities and debt in the Colombo stock exchange. It's easy to place direct orders without needing to speak with my investment advisor at the broker firm. It's a pleasure to use.

Cons

  • UI to be improved and use of bio metric has to be implemented.
  • Nothing to highlight.
  • I have not come across any issues with the ATrad solution.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Ironone Technologies
Founded: 2006
Austin Texas
atradsolutions.com

Company Information

Envestnet
Founded: 1999
United States
www.envestnet.com/tamarac

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software

Alternatives

Write-Up

Write-Up

TJPS Software
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Supported
Order Management Supported
Portfolio Accounting Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Supported
Technical Analysis Supported
Wash Sale Detection Not Supported

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

MoneyGuide Not Supported
Order Management Systems (OMS) Supported
ProTracker Advantage Not Supported
RightCapital Not Supported
SaaSTech.io Not Supported
Zuar Runner Not Supported

Integrations

MoneyGuide Supported
Order Management Systems (OMS) Not Supported
ProTracker Advantage Supported
RightCapital Supported
SaaSTech.io Supported
Zuar Runner Supported
Claim ATrad and update features and information
Claim ATrad and update features and information
Claim Envestnet | Tamarac and update features and information
Claim Envestnet | Tamarac and update features and information