The Alaric Advantage
Risk Controls
- You can set margining per account or group a number of accounts together
- You can set margining per instrument or per account allowing you flexibility to accommodate special use-cases
- Powerful Pre-trade Risk system allowing full control over firm risk
- Market-abuse risk controls preventing a large number of known manipulative practices such as spoofing, layering, order throttling, etc
Electronic Invoicing
- Automatically submit client fee invoices.
- Set maximum invoicing amounts or percentage caps.
- Meet your compliance obligations by notifying your clients of advisory fee details.
- Interest Markups and Markdowns
- Mark up debit interest and CFD interest. Markups are entered as percentages with 8 fields available for input.
- Charge Markups to clients based on Alaric stock borrow rates, entered as a variable or fixed percentage of our borrow rate.
Commission Markups
Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency. The trade unit commissions charges and can be on a per share, per contract, or percent of trade value basis.
- Apply client fee schedules to individual accounts or store them in templates.
- Easily maintain different fee schedules for multiple client accounts.
Quick Onboarding Processes
Our average Broker onboarding process is less than 5 working days! We also provide you with an easy CRM with various options for adding clients and migrating to our platform, including fully- and semielectronic account applications, a mass upload feature and support for customized client account applications.
Manage User Access Rights
Set up enhanced user access and account security by creating one or more Security Officers for the master account and designate up to 250 users by function or account.
Omnibus Account
- Allows you to manage your clients without passing them down to us
- 2-tier account structure allowing your clients to onboard their clients while keeping all controls and reports separate
White label CRM
We will give you all the capabilities of our powerful custom-built CRM for you to manage the complete client acquisition and relationship lifecycle as well as administrative user-permissioning rights
Flexible Client Reporting UI/UX
Fully customized and white-labeled end-user portal with tracking of all cash and trading transactions and ability to generate multitude of custom reports.
Regulatory reporting
- We handle all MIFID, MIFIR, EMIR reporting for you
- We can handle all LEI code issuance and maintenance for your clients
Design your client order routes via our SOR
Powerful tool to configure available routes for your client’s orders
Flexible Client Billing
Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.
VIP Level 2 Support
We support your trading, risk and margining team with designated representatives