Integrated Trading

A collection of advanced order entry, position and account management trading modules.

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Integrated Trading

A collection of advanced order entry, position and account management content modules.

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

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Trade Tickets

01. ORDER TYPE

Market, Market On Close, Limit, Stop-Limit, Trailing Stop, Fill or Kill, and more.

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.

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SCOPE

DESIGN AND ARCHITECTURE

DEV OPS

LAUNCH AND SUPPORT

Goals and deliverables are established. Project plan and milestone are defined.

User experience coordination with frontend visualizations.

Coordinating frontend and backend development teams.

Ongoing continuity and proactive support.

  • SSO
  • Mapping
  • Add Documentation
  • Features
  • Logic
  • Platform
  • UI UX Adjustments
  • Architecture Adjustments Backend
  • Architecture Adjustments Frontend
  • Backend Development
  • Frontend Development
  • Unit Testing
  • Quality Assurance
  • Release Flow
  • 3 Tier Customer Support
  • Dev Ops
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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
  • Architecutre adjustments Frontend
QM Tablet Onboarding GraphicQM Tablet Onboarding Graphic dotsQM Tablet Onboarding Graphic

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.

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REDUCED TIME TO MARKET

Pre-built, customizable dynamic and responsive trading, position and account management workflows.

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FULLY CUSTOMIZABLE

Custom trade integration solutions to match your specific business requirements.

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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.