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Third-party software and research for traders and advisors.

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Trading & Execution
Trading & Execution
Advisor Platforms
Scanners & Research
Education

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.

Trading Software Vendors
Risk Management
Execution and Algo Services
Trade and Free Management Reports

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

Integration Type

Addepar
Integration Type
Start-of-Day
Advisor Arch
Integration Type
API & Start-of-Day
Albridge
Integration Type
Start-of-Day (in-progress)
Assetbook
Integration Type
Start-of-Day
Black Diamond
Integration Type
Start-of-Day
BlueLeaf
Integration Type
Start-of-Day
BridgeFT
Integration Type
Start-of-Day
Capitect
Integration Type
Start-of-Day
Envestnet
Integration Type
Start-of-Day
InvestCloud
Integration Type
Start-of-Day
Orion
Integration Type
Start-of-Day
RedTail
Integration Type
Start-of-Day (in-progress)
Right Capital
Integration Type
Start-of-Day
Tamarac
Integration Type
Start-of-Day
Vestmark
Integration Type
Start-of-Day
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All-in-One Systems

Vendor

Integration Type

Advyzon
Start-of-Day
Panoramix
API & Start-of-Day
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Data Aggregation

Vendor

Integration Type

Morningstar (ByAllAccounts)
Start-of-Day
SILVER
Start-of-Day
WealthTechs
Start-of-Day
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CRMs

Vendor

Integration Type

RedTail
Start-of-Day
WealthBox
Start-of-Day
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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)
Research & Media

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.

Investor Education
Exchanges
Market Regulators

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Trading & Investing FAQs

How do I learn how to use the new TradingBlock.com?

Log in to the new TradingBlock.com and click the navigation menu in the upper right-hand corner. From the drawer menu, click on "Take a video tour". This will open our Video Guides page. From there, click on the video guide(s) of interest to learn more about the new TradingBlock platform.

Can I use the new and legacy TradingBlock?

Yes, but just not at the exact same time. You can use your current account login credentials to access the new platform or legacy platform. For security, your login can be used only on one of them at any given time, but you can easily switch between the two as you wish (you’ll just need to login again). Our legacy and new platforms are coexisting at this time, so you can place a trade, check balances, etc. on either.

Is virtual trading available?

Yes! Virtual Trading allows you to experience all features of our new TradingBlock platform using real market data while you trade your ideas using virtual money.  Click here to open a Virtual Trading account.