Investment Management & Trading
Trading, Model Portfolio Rebalancing, and FIX Engine Routing
Manage portfolio models, execute model rebalancing, and route trade orders via an integrated FIX engine connected to over 400 brokers.
Portfolio Management & Trade Execution
GlobalWealthES™ integrates portfolio accounting with trading and model rebalancing to execute trades across global and domestic markets.
Connected via an integrated FIX engine to over 400 brokers, the platform handles order generation, execution routing, block trading, and post-trade fill allocations.
Core Operational Capabilities
Model Portfolio Rebalancing
Executes model-based portfolio rebalancing, cash flow allocations, and tax-aware order generation across accounts.
Order Execution & FIX Engine
Routes trade orders electronically via an integrated FIX protocol engine connected to 400+ execution brokers.
Multi-Asset Order Entry & Block Allocation
Supports order entry, block trading, and fill allocation across equities, fixed income, mutual funds, and foreign exchange.
Cash Balance & Trade Matching
Monitors available cash balances prior to order generation and matches execution fills against pending orders.
Request a Demonstration of Investment Management
Contact our trading specialists to see how GlobalWealthES™ manages model rebalancing and FIX trade execution.