Select the description which best describes you or your business.
Mini-Prime Services for Asset Managers
We understand every institution, hedge fund and portfolio manager has unique requirements that not every vendor can support.
That's why TradingBlock offers an extensive range of solutions that be tailored around your objectives including multiple clearing and custody solutions, mini-prime services, and customized technology, execution and reporting options (learn more below).
Building your solution starts with an introductory call with TradingBlock Professional Services.
One solution doesn't fit every client. We offer tailor-fit solutions based on your objectives.
TradingBlock offers cutting-edge trading technologies and connectivity solutions. Professionals utilize our client-based platforms to create and deploy unique complex option orders or rely on our proprietary technology to identify spread strategies with defined risk.
- Multiple DMA front-end solutions including Sterling, CBOE Silexx, CBOE Hanweck, and SS&C EZE (formerly RealTick)
- Web-based complex order entry platforms with access to multiple order books
- Single-ticket entry of up to four-leg custom option strategies
- FIX connectivity to multiple clearing destinations with drop copy integration for immediate visibility and risk control
TradingBlock is not affiliated with any of the third-party companies mentioned herein, and does not endorse or warrant their content, services or products. Trademarks used with permission.
Multiple low-latency connectivity and routing solutions
Professionals utilize us for ultra-low latency automated and direct execution via multiple-front ends and API connections across multiple execution venues. By working with TradingBlock, clients gain an extra layer of flexibility.
- API-certified electronic access to all major option and equity exchanges
- Algorithmic and DMA execution including sweep, spray and smart routing
- Multiple executing broker relationships provide a wide spectrum of available strategies
- Floor brokerage access for large volume trade execution and order handling
TradingBlock is not affiliated with any of the third-party companies mentioned herein, and does not endorse or warrant their content, services or products. Trademarks used with permission.
Back-office, reporting and fee management tools to help you manage your trading.
Custom reporting, fee management and P&L allocation interface gives asset managers and traders daily fee and brokerage reports to simplify account administration. We also provide additional services designed to help you maximize your buying power and investment capital.
Ready to learn more?
Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.
Custom Execution Solutions for Active Traders
TradingBlock provides active traders professional-grade trading technology, execution, reporting and trade support services they need to manage their strategy.
One solution doesn't fit every client. We offer tailor-fit solutions based on your objectives.
TradingBlock offers cutting-edge trading technologies and connectivity solutions. Professionals utilize our client-based platforms to create and deploy unique complex option orders or rely on our proprietary technology to identify spread strategies with defined risk.
- Multiple DMA front-end solutions including Sterling, CBOE Silexx, CBOE Hanweck, and SS&C EZE (formerly RealTick)
- Web-based complex order entry platforms with access to multiple order books
- Single-ticket entry of up to four-leg custom option strategies
- FIX connectivity to multiple clearing destinations with drop copy integration for immediate visibility and risk control
TradingBlock is not affiliated with any of the third-party companies mentioned herein, and does not endorse or warrant their content, services or products. Trademarks used with permission.
Multiple low-latency connectivity and routing solutions
Professionals utilize us for ultra-low latency automated and direct execution via multiple-front ends and API connections across multiple execution venues. By working with TradingBlock, clients gain an extra layer of flexibility.
- API-certified electronic access to all major option and equity exchanges
- Algorithmic and DMA execution including sweep, spray and smart routing
- Multiple executing broker relationships provide a wide spectrum of available strategies
- Floor brokerage access for large volume trade execution and order handling
TradingBlock is not affiliated with any of the third-party companies mentioned herein, and does not endorse or warrant their content, services or products. Trademarks used with permission.
Back-office, reporting and fee management tools to help you manage your trading.
Custom reporting, fee management and P&L allocation interface gives asset managers and traders daily fee and brokerage reports to simplify account administration. We also provide additional services designed to help you maximize your buying power and investment capital.
Ready to learn more?
Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.
Dedicated Technology and Support for RIAs (and your clients)
TradingBlock is dedicated to supporting Registered Investment Advisers — especially the unique needs of RIAs that trade options on behalf of their clients. Since our web-based RIA platform utilizes the same technology that powers our TradingBlock retail solution, your business can experience many distinct benefits:
- Leverage the same web-based technology that powers our TradingBlock retail brokerage to power your business.
- No software downloads required
- Ability to open accounts, place trades, monitor activity, and access tools on-line, anytime and anywhere.
- Group Trading with the ability to customize groups and enter aggregate price trades with just a few mouse clicks.
- Ability to enter complex orders including trailing stops, multi-leg combinations, and a variety of customizable orders.
- Flexibility to invest in nearly any asset class—including complex options strategies, in IRAs.
- Knowledgeable and responsible back-office support.
- No monthly access charges or hidden charges.
TradingBlock.com - for you and your clients
Whether you are placing a simple or advanced order, servicing a self-directed account or entering a block trade across multiple accounts, it doesn’t matter. Our easy-to-use online platform, allows you to do it all:
- New account opening and processing
- Simple Order Entry
- Advanced Order Entry including trailing stops and contingency orders
- Online cashiering (ACH, wires and checks)
- Complex option strategies including multi-leg combinations for both qualified and non-qualified accounts
- Group Trade
- Account Administration
- Reporting Tools
- Asset or position review across multiple accounts
- Risk management tools
- Real Time Data
TradingBlock offers integrated access to advisor-centric platforms
Efficient, accurate client data management and reporting is critical to growing your advisory business. Through our partnership with Apex Clearing, TradingBlock offers numerous API and start-of-day (SOD) integrations with leading portfolio management systems and data aggregation vendors so you can spend more time building client relationships.
TradingBlock is not affiliated with any of the third-party companies mentioned herein, and does not endorse or warrant their content, services or products. Trademarks used with permission.
Vendor
Platform Type
Integration Type
Addepar
Portfolio Management System
Start-of-Day
Advisor Arch
Rebalancer & Trading
API & Start-of-Day
Advyzon
All-in-One
Start-of-Day
Albridge
Portfolio Management System
Start-of-Day (in-progress)
Assetbook
Portfolio Management System
Start-of-Day
Black Diamond
Portfolio Management System
Start-of-Day
BlueLeaf
Portfolio Management System
Start-of-Day
BridgeFT
Portfolio Management System
Start-of-Day
Capitect
Portfolio Management System
Start-of-Day
Envestnet
Portfolio Management System
Start-of-Day (n-progress)
Morningstar (ByAllAccounts)
Data Aggregation
Start-of-Day
Orion
Portfolio Management System
API & Start-of-Day
Panoramix
All-in-One
API & Start-of-Day
RedTail
CRM
Start-of-Day (in-progress)
Right Capital
Portfolio Management System
Start-of-Day
Tamarac
Portfolio Management System
Start-of-Day (via ByAllAccounts)
WealthBox
CRM
Start-of-Day (in-progress)
Run your independent business your way
Focus on growing your business, and we’ll help you with technology and support services so you can run your business in an efficient, compliant, and cost-effective manner.
Products
We don’t push proprietary products. You choose what products best meet your clients’ needs: stocks, bonds, mutual funds, and options — from single leg to complex spreads.
Features
Get features designed with you in mind. Our most popular tools and features were the direct result of feedback from registered investment advisers.
Security
TradingBlock customer accounts cleared and carried by Apex Clearing Corporation are covered by the Securities Investor Protection Corporation (SIPC), which is a vailable to meet customer claims of its members up to $500,000 in cash andsecurities (including $250,000 cash maximum). In addition, Apex holds Excess SIPC Insurance of $150 million in the aggregate, $37.5 million for anyone customer's securities, and $900,000 per customer in respect to cash.
Note: SIPC and Excess SIPC provide coverage against loss of securities and cash, not against market depreciation, fluctuation in market value of your securities or a trading loss.
Being independent doesn't mean being alone.
You need a lot more than just a great web portal to effectively service your clients. We pride ourselves on staying connected and accessible, whether through our highly experienced trade desk and back office, or our dedicated relationship management team.
You are never more than a few seconds away from knowledgeable professional support including:
- Transition Support: We’re committed to making your transition a smooth and seamless one.
- Order Execution: Whether it’s a stock, mutual fund, bond, ETF, or a multi-leg option order we know how to get the trade done.
- Relationship Management: Keeping clients informed, educated, and up to date makes managing your client relationship that much easier.
- Experienced Trade Desk and Back Office Support: We’ve applied our 50+ years experience in floor and electronic trading and back-office support to create a first-rate customer experience.
Ready to learn more?
Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.
Open API for FinTech Developers
TradingBlock offers an Open API suite for FinTech developers seeking to integrate an outsourced brokerage solution into their proprietary front-end application.
API features include:
- New account opening and account management
- Trading and order management
- Positions and position history
- Cash management
- Account balances
- Account documents (statements, confirms, tax)
TradingBlock's integration team provides on-going development support to API partners to assist with initial integration, troubleshooting and new feature deployment.
Ready to learn more?
Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.
