The Alaric Advantage
- 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
- 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.
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
Manage User Access Rights
- 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
Flexible Client Reporting UI/UX
- 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
Flexible Client Billing
VIP Level 2 Support
We support your trading, risk and margining team with designated representatives