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- Stock Trading Platform
- Who it's for
- Broker-dealers
Broker-dealers
Broker-dealers handle client orders, route them to venues and providers and must show exactly what was executed, at what price and fee, and who signed it off. Duplicate messages from venues and late corrections are part of every day.
How Stock Trading Platform is set up for you
Executions once each
Provider execution IDs stop double-counting.
Reversals as new lines
Corrections never overwrite an execution.
Receipts for every step
Each guarded operation leaves a receipt with its result.
Broker-dealers handle client orders, route them to venues and providers and must show exactly what was executed, at what price and fee, and who signed it off. Duplicate messages from venues and late corrections are part of every day.
Start with one desk and its main venue connection. Run orders, executions and receipts live for a month before adding further desks.
[Plan the rollout](/stock-trading-platform/implementation), [review the modules](/stock-trading-platform#modules), and [compare the source data](/stock-trading-platform/data-model).
Features to start with
Roles on the team
- Desk Manager
- Runs the desk: counterparty eligibility, trading accounts, instruments and staff scope.
- Trader
- Prepares instructions and trading orders and submits authorized work to the provider.
- Independent Reviewer
- Decides on instruction and execution receipt revisions prepared by someone else.
- Operations Analyst
- Ingests executions and evidence, prepares execution receipts and works the exception queue.
Set up Stock Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.