Financial Portfolio Management System (FPM)Computer Design
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Related Products
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About
ScaleTrade is a broker-centric financial technology platform that provides a complete suite of white-label solutions designed to help brokers and prop trading firms launch, manage, and scale online trading services from a single system. At its core, it includes a cross-device trading solution with web, desktop, and native mobile terminals that support multiple asset classes such as forex, CFDs, stocks, indices, and crypto while offering fast order execution, real-time price feeds, and advanced charting tools to traders. It also integrates a fully featured CRM and back-office system that lets firms track registrations, accounts, deposits, and withdrawals, manage client flows and compliance processes, and host self-service client portals. ScaleTrade’s modular architecture includes real-time market quote feeds, copy trading modules, risk and liquidity management tools, and APIs for payment, liquidity, and third-party integration, enabling firms to automate operations.
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About
Back Office Module provides the foundation on which all FPM Modules are integrated. FPM can handle all types of instruments including bonds, derivatives, time deposits and of course equities. FPM has powerful cash management functions integrated with trading and general ledger transactions. Projected cash balances can be viewed in real time enabling the users to keep a close watch on liquidity at pre-trade stage. FPM Order Management integrates with the Compliance and Back Office Modules. The Order Management Module provides on-line access to client positions and limits. Deals are verified to be compliant with client mandates at pre-order stage. Allocated deals are automatically sent to the back office. Compliance Module allows users to define a flexible range of compliance rules for monitoring client and investment policy mandates. The Compliance Module is normally used in conjunction with the Order Management Module to warn the user about breaches prior to trade entry.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Brokerages and financial services firms interested in a full white-label trading and operations platform to launch and run online financial markets, CRM, and market data systems
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Audience
Portfolio managers looking for a Hedge Fund solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationScaleTrade
Founded: 2021
Estonia
scaletrade.com
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Company InformationComputer Design
United Kingdom
www.computerdesign.co.uk
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Categories |
Categories |
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Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Telegram
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