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- Stock Trading Platform
- Who it's for
- Family offices
Family offices
Family offices trade across several custodians and entities with a small team. The same person often prepares and checks trades, which is where mistakes slip through. Separating preparation from review, and reconciling to the custodian, keeps the books clean.
How Stock Trading Platform is set up for you
Several entities
Each organization keeps its own counterparties and currency.
Second pair of eyes
No one approves their own instruction or receipt.
Custodian positions
Snapshots show what each account holds by date.
Family offices trade across several custodians and entities with a small team. The same person often prepares and checks trades, which is where mistakes slip through. Separating preparation from review, and reconciling to the custodian, keeps the books clean.
Start with your entities, custodied accounts and the brokers you use. Run instructions and position snapshots for a quarter-end before adding order-level detail.
[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.
Set up Stock Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.