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The All-In-One Digital Solution for Trading, Investment, and WealthA modular trading platform for financial institutions, integrating seamlessly with legacy systems for next-gen retail experiences.

Trading Platform

The all-in-one digital platform designed for seamless trading and effortless wealth management. TradeX empowers financial institutions with a versatile, modular solution adaptable to both legacy and external systems. Drive digital transformation in the securities industry and join the ranks of market innovators with TradeX’s next-generation experiences for retail customers.a
Trading
Wealth
Portfolio
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Unified Portfolio: Consolidate all assets in one secure platform, streamlining the management of transactions, balances, and funds.

Auto Order Execution: Automated order placement based on predefined criteria, eliminating manual intervention and enhancing trading efficiency.

Offline Order Execution: Queue orders for automatic execution when markets open, enabling seamless trades without manual effort.

Real-Time Market Data: Access up-to-date market data from multiple sources, consolidated into one platform to ensure precise and confident decision-making.

Historical Indicators: Leverage historical data to gain meaningful insights, enabling informed investment strategies and planning.

Admin Panel: Comprehensive control over your application, including customer management, inventory control, data analytics, reporting, and system-wide configurations.

Seamless Integration: Integrate with payment services and third-party providers to ensure smooth operations across systems.

Module and Features

Comprehensive Asset Management for Informed Decisions: The Asset module enables users to effectively monitor and manage various assets. It provides real-time insights into asset values and tracks historical performance, empowering users to make well-informed investment decisions and assess portfolio health.

User Login

User Login

Enables users to securely access their accounts.

Customer
Onboarding
Compliance
Customer Profile

Customer Profile

Manages customer details and preferences.

Customer
Onboarding
Sales
Account Opening

Account Opening

Facilitates opening new accounts for users.

Banking
Customer
Onboarding
Customer Notification

Customer Notification

Sends alerts and updates to users.

Notification
Customer
Chat
Watchlist

Watchlist

Tracks and monitors selected financial instruments.

Portfolio
Wealth
Trading
Customer Setting

Customer Setting

Allows users to manage account and platform settings.

Customer
Onboarding
Compliance
BO User Login

BO User Login

Enables back-office staff to securely access the system.

Customer
Compliance
Onboarding
BO Customer Management

BO Customer Management

Manages customer data and accounts in the back office.

Customer
Compliance
Sales
Instrument Profile

Instrument Profile

Provides detailed information about financial instruments.

Portfolio
Trading
Wealth
Market Data

Market Data

Delivers real-time market data and insights.

Trading
Wealth
Portfolio
Instrument List

Instrument List

Displays a comprehensive list of available instruments.

Trading
Wealth
Portfolio
Advance search

Advance search

Enables complex search queries for financial instruments.

Trading
Portfolio
Wealth
BO Inventory Management

BO Inventory Management

Handles inventory and resources for back-office operations.

Inventory
Transactions
Compliance
BO Tag Management

BO Tag Management

Manages tags and labels for categorization in the back office.

Compliance
Sales
Customer
Order Placement

Order Placement

Allows users to place buy/sell orders for instruments.

Trading
Transactions
Payment
BO Order Management

BO Order Management

Oversees and processes orders in the back office.

Trading
Transactions
Compliance
Auto Order

Auto Order

Automates the placement of orders based on pre-set rules.

Trading
Transactions
Automation
Offline Order

Offline Order

Facilitates manual order entry for offline trades.

Transactions
Payment
Compliance
Portfolio

Portfolio

Manages users' investment portfolios.

Portfolio
Wealth
Trading
BO Transaction Management

BO Transaction Management

Manages transactions in the back office.

Transactions
Compliance
Payment
Funding

Funding

Handles user account funding and withdrawals.

Transactions
Payment
Gateway