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Our Professional Advisor accounts let Professional Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs) execute and allocate trades among multiple clients from a single order management interface.

Professional advisors that manage client accounts in excess of state registration minimums (generally 16 or more accounts and US $25 million in assets) must be registered under local regulatory law (e.g. Registered Investment Advisors (RIA) for US securities and Commodity Trading Advisors (CTA) for US commodities).

Professional Advisors enjoy the following benefits:

• Ability to set up Separately Managed Client or Investor Fund accounts all under the same structure.
• Automated multi-client trade allocation and portfolio re-balance tools.
• The ability to fully White Brand statements, customer registration, and informational materials.
• A User Access Rights system that allows you to assign different managerial roles and client accounts to individual employees within your organization.