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Third-party software and research for traders and advisors.

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TradingBlock is not affiliated with any of the independent third-party vendors mentioned here. TradingBlock does not endorse, recommend or warrant their content, services or products. All information and services are provided by the independent third-party vendors and not by TradingBlock. Trademarks used with permission.

Trading, Risk, Execution & Reporting

Institutional traders, hedge funds and portfolio managers have unique requirements for managing their trading strategy. In addition to our proprietary technology, TradingBlock works with several trading platform, execution and reporting vendors to build custom solutions to suit suit each professional client's requirements.

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Advisor Platforms

TradingBlock offers numerous API and start-of-day (SOD) integrations with leading portfolio management systems, data aggregation, and CRM vendors so you can spend more time building client relationships.

Portfolio Management Systems

Vendor

Platform Type

Integration Type

Addepar

Portfolio Management System

Start-of-Day

Albridge

Portfolio Management System

Start-of-Day (in-progress)

Assetbook

Portfolio Management System

API & Start-of-Day (in-progress)

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

InvestCloud

Portfolio Management System

Start-of-Day

Orion

Portfolio Management System

API & Start-of-Day

Right Capital

Portfolio Management System

Start-of-Day (in-progress)

Tamarac

Portfolio Management System

Start-of-Day (via ByAllAccounts)

Vestmark

Portfolio Management System

Start-of-Day

All-in-One Systems

Vendor

Platform Type

Integration Type

Advyzon

All-in-One

Start-of-Day

Panoramix

All-in-One

API & Start-of-Day

Data Aggregation

Vendor

Platform Type

Integration Type

Morningstar (ByAllAccounts)

Data Aggregation

Start-of-Day

SILVER

Data Aggregation

Start-of-Day

WealthTechs

Data Aggregation

Start-of-Day

CRMs

Vendor

Platform Type

Integration Type

RedTail

CRM

Start-of-Day

Wealthbox

CRM

Start-of-Day (in-progress)

Ready to learn more?

Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.

Scanners and Research

TradingBlock understands the trading universe is filled with a wide variety of idea generation tools, trade analytics and market research. Below are several resources you may find have value for your trading.

Market Scanners

Edgefinder (RB Technologies)

FINVIZ.com

Dividend.com

Ready to learn more?

Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.

Education

Whether you’re a new self-directed investor or an experienced trader, education can help you adapt as markets evolve and your objectives change. Here are some online resources which may be of benefit.

Ready to learn more?

Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.