Trade Exchange

The Trade Exchange platform acts as an operating system for Investment Specialists servicing a client base of self-directed investors who prefer to implement the recommendations they approve. We power these specialists with technology specifically designed to help them acquire, retain and monetize customers. We provide essentially a white-labeled mobile and desktop platform that validates their performance, delivers otherwise inaccessible customer analytics as well as integrations with major execution venues that tie into their customers' accounts, giving their customers the ability to instantly act on any idea they approve.