Stocks, ETFs and funds
Long-only equities, ETFs and funds for buy-and-hold investors, all from one account under your brand.
EquitiesETFsFunds
ActTrader · Investment Platform Live
Launch an investing business without adding a vendor.
Stocks, ETFs and dividend handling on the same client record, the same ledger and the same back office as your trading products. One more product line, under your brand - not one more system to run.
LiveLicensable today
1Client · account · ledger
25+ yrsOne codebase since 2000
One licence. Every product line.
Stocks·ETFs·Funds·Fractional Shares·Dividends·Portfolios·Rebalancing·Corporate Actions·Reporting·
Stocks·ETFs·Funds·Fractional Shares·Dividends·Portfolios·Rebalancing·Corporate Actions·Reporting·
The differentiator
Fractional shares, built in.
The platform trades stocks and ETFs in fractions, so the share price stops being the minimum ticket. Your clients can hold a diversified portfolio of the world's most expensive global stocks on a small balance - and you offer it without building anything.
No price barrierWhole portfoliosAny balance
Try the platform →
What you can run
Everything an investing desk needs, on one account.
Long-only equities, ETFs and funds - with the fractional, multi-exchange, portfolio and reporting machinery a real investing business needs, all under your brand.
Fractional shares
Offer fractional investing out of the box - the platform handles the fractions on every stock and ETF, so no client is priced out of a name.
Stocks & ETFsFractional unitsBuilt in
Multi-exchange, one account
Connect multiple stock exchanges and let one client trade any of them from a single account. One live deployment connects twelve exchanges worldwide.
Global exchangesOne accountOne record
Portfolios and rebalancing
Build model portfolios, rebalance across holdings and keep every position in one clean view.
Model portfoliosRebalancingOne view
Dividend handling
Dividends tracked, posted and reported on every eligible holding, automatically.
TrackedPostedReported
Statements and reporting
Clean statements and reporting your clients and your back office can both rely on.
StatementsReportingAudit-ready
Shared foundation
Same client. Same ledger. Different tempo.
Investing is not a separate island. It shares the same client record, the same ledger and the same back office as your trading products - so a client you onboard once can trade fast and invest patiently from one account. Fast money and patient capital. Same client, same account, different tempo.
One client record
Onboard once. The same KYC and client profile carry across trading and investing - no second onboarding, no duplicate file.
Shared KYCOne profileOnboard once
One ledger, one balance
One balance sits behind both books. No reconciliation between two systems, and no second vendor to answer to.
One balanceNo reconciliationOne vendor
One back office
The dealer desk, admin APIs and reporting you already run now cover investing too. You own the client. We power the rest.
Dealer deskAdmin APIsReporting
Reference data and corporate actions
Built on clean data.
An investing business lives or dies on its reference data. Every instrument carries proper identifiers, corporate actions land on a calendar, and the account types cover the clients you actually serve.
ISIN and FIGI on every instrument
Every instrument carries its ISIN and FIGI, so holdings map cleanly to the rest of your stack and to any external system you report into.
ISINFIGIPer instrument
A corporate calendar
Dividends, splits and other corporate actions land on a corporate calendar, tracked against every holding on the platform.
DividendsSplitsCorporate calendar
Account types that fit
Institutional, HNI and NRI account types out of the box, alongside standard individual accounts - so you serve the clients you actually have.
InstitutionalHNINRI
In development
Exchange-listed futures and options, next.
Exchange-listed futures and options are in development for the investment platform - the same client record, the same ledger, one more thing your clients can hold from the same account. We'll walk you through the roadmap on a call.
Exchange-listedSame accountIn development
Go live
From licence to live in three moves.
01
Scope & brand
We map your instrument catalogue and exchanges, then brand the platform to your identity and your domain.
02
Connect
Plug investing into the client record, ledger and back office you already run - or stand up all of it together from day one.
03
Go live
Onboard clients under your brand across every device. Most brokers go live in 4-8 weeks - 2-3 if you're migrating.
Questions, answered
What operators ask first.
Who is the investment platform for?
Brokers and fintech operators who want to run a long-only investing business under their own brand - stocks, ETFs and funds - without adding a second vendor.
Does it share the client record with trading?
Yes. Same client record, same ledger and same back office as your trading products. Onboard a client once and they can trade and invest from one account.
Do you support fractional shares?
Yes. The platform trades stocks and ETFs in fractions, so the share price is never the minimum ticket and your clients can hold a full portfolio on a small balance.
Can one client trade multiple exchanges?
Yes. You can connect multiple stock exchanges and let one client trade any of them from the same account. One live deployment connects twelve exchanges worldwide.
What reference data do you carry?
Every instrument carries its ISIN and FIGI, corporate actions land on a corporate calendar, and account types include institutional, HNI and NRI.
Are exchange-listed futures and options available?
Exchange-listed futures and options are in development for the investment platform. We'll walk you through the roadmap on a call.
How long until we go live?
Most brokers go live in 4-8 weeks - 2-3 if you're migrating from an existing platform. You get a dedicated onboarding team throughout.
Private walkthrough · No obligation · One business day
Add investing to your product line.
See the investment platform live, then map it onto the client record and ledger you already run - stocks, ETFs, fractional shares and clean reporting under your brand. You own the client. We power the rest.