01. ORDER TYPE
Market, Market On Close, Limit, Stop-Limit, Trailing Stop, Fill or Kill, and more.
Integrated Trading
A collection of advanced order entry, position and account management trading modules.
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OVERVIEW
FEATURES & CAPABILITIES
ENGAGEMENT
About Integrated Trading
QuoteMedia enables product teams to enhance customer journeys to streamline the integration and display of trade functionality within brokerage web portals, active trader, web and mobile platforms.
QuoteMedia’s customizable content modules allow for quick support of single leg, multi-leg and other complex order tickets, real-time account balance information, order status, order history, transaction reports, trading positions and account management modules.
Business Lines
Fintech Apps
Self-Directed Brokerage
Wealth Portals
Trade Tickets
02. DURATION
Good Until Canceled (GTC), Good Until Data/Time (GTD), Good After Time/Date (GAT), Immediate or Cancel (IOT) and more.
03. TRANSACTION CURRENCY
Allow a client to choose the currency in which they transact their trades.
04. POSITIONS
Display current position in security at time of trade.
05. FX RATE
Provide current forex rates and calculate trade value in the exchange's and client’s local currency.
MULTI-ASSET CLASS
Offer trading on one to many asset classes. Build spreads, brackets, and baskets order types.
Orders
1. ORDER STATUS
Indicates trade order status; Filled, Partial Fill, Expired, Rejected.
2. ACCOUNTS
View account balances, P/L, buying power and account trade history.
3. ALERTS
Real-time order status alerts and notifications. Instant updates when order status change event occurs across all trade modules.
TRADE HISTORY
Access order history from one to many accounts. View detailed historical Filled, Expired and Rejected orders.
Account Overview
1. ACCOUNTS
Overview of all accounts and their value quoted in multiple currencies.
2. PURCHASING POWER
Snapshot of an account's dollar, holdings, market and net values.
3. PORTFOLIO
View an account's asset class allocation as percentage and dollar value of the overall account.
4. CASH & MARGIN BALANCES
Display an accounts available cash and margin balances.
5. PERFORMANCE CHART
Chart historical account value and calculate the account profit and loss.
Client Settings
TIERED USER TRADING LEVELS
Limit a client's access to order types, exchange data and advanced trading tools based on user experience or pre-determined client tiers.
DATA ACCESS
Settings to permission or limit access to specific exchange data feeds based on a clients trading level or pro or non-professional status.
LANGUAGE SUPPORT
Multiple language support. English, French and more.
THEMES AND CUSTOMIZATION
Choose from light and dark themed displays.
Onboarding
Our flexible integration process and structure facilitates a tailored experience for different providers all within the same application. The trading system can be both complex or simple according to your brokerage API capabilities. The integration process is well documented for a series of implementation sessions with both technical and business parties.
SCOPE
Goals and deliverables are established. Project plan and milestone are defined.
- SSO
- Mapping
- Add Documentation
- Features
- Logic
- Platform
DESIGN AND ARCHITECTURE
User experience coordination with frontend visualizations.
- UI UX Adjustments
- Architecture Adjustments Backend
- Architecture Adjustments Frontend
DEV OPS
Coordinating frontend and backend development teams.
- Backend Development
- Frontend Development
- Unit Testing
- Quality Assurance
LAUNCH AND SUPPORT
Ongoing continuity and proactive support.
- Release Flow
- 3 Tier Customer Support
- Dev Ops
Why Choose Us
Integrate trading workflows confidently with QuoteMedia's multi-asset portfolio management solutions. Our active trader and market data platform expertise help product teams efficiently build and support integrated multi-asset trading capabilities.
REDUCED TIME TO MARKET
Pre-built, customizable dynamic and responsive trading, position and account management workflows.
FULLY CUSTOMIZABLE
Custom trade integration solutions to match your specific business requirements.
MULTIPLE PLATFORM SUPPORT
Easy to plug order tickets into any web portal mobile app, active trader thin client and/or web applications.
Contact QuoteMedia
QuoteMedia has been providing market data, financial technology and research solutions since 1999. It would be our pleasure to review your current market data implementation and help your team tailor the best solution to future proof your business.
Please contact QuoteMedia to access one of our knowledgeable account representatives to help solve your market data and financial technology requirements.
