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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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Click here to tell us about your needs and to schedule an introductory call with a TradingBlock Professional sales representative.
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.
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
Vendor
Platform Type
Integration Type
Advyzon
All-in-One
Start-of-Day
Panoramix
All-in-One
API & Start-of-Day
Vendor
Platform Type
Integration Type
Morningstar (ByAllAccounts)
Data Aggregation
Start-of-Day
SILVER
Data Aggregation
Start-of-Day
WealthTechs
Data Aggregation
Start-of-Day
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.
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.
