Discover how easy it is to provide your customers with global investment opportunities.

We provide the technology and services. You provide the expertise.

Mix Platform

The Mix Platform is the cost effective solution for brokers and their clients to access global markets. Our highly configurable online platform gives you the tools for better client control and management, with no costly installation or maintenance server fees. Click the tabs below to learn more about our Mix products.

Enable your clients to execute their own trades by extending your version of the Mix platform

  • All the robust features of the Mix Middle Office
  • User centric design experience for basic and advance trading
  • Personalized investor account settings
  • Buying Power, Balances, Positions, and Trade management
  • Access to investment research and Tradepop.com (social investing community)

Securely manage and customize your client’s information for better control and efficiency.

  • Online account opening and maintenance
  • Account and per user permissions (multi-level roles and accounting)
  • Integration with third party execution and custody vendors
  • Buying Power, Balances, Positions, and Trade management
  • Pre-trade risk management including margin rules, review and release functionality
  • Build your own rules through our rules engine for on demand compliance changes
  • Custom reporting tools for all activity
  • Multiple communication tools (emails, SMS, post to website)
  • Complete audit trail including system logs
  • Order processing – Over 30 types, products, display, exception handling
  • Global Market data and subscription options
  • Fees and commissions setting
  • Stock record access
  • Order routing control

Leverage the Mix Gateway for access to global markets if you already have an existing front/middle office.

  • Access to 50 destinations in 35 countries
  • FIX 4.2+
  • Real-time performance charting
  • Market data feeds