Partnerships

Algorithmic Trading & Liquidity Partners

  • Aqua Equities Aqua aggregates micro, small and mid-cap block liquidity from over 150 regional mid-tier and specialty brokerage firms delivering firm, live orders direct to buy-side trading desktops. Aqua Equities

    Aqua aggregates micro, small and mid-cap block liquidity from over 150 regional mid-tier and specialty brokerage firms delivering firm, live orders direct to buy-side trading desktops.

  • BNY ConvergEx Group ConvergEx offers a comprehensive suite of global algorithms to meet a broad spectrum of strategies and requirements that today’s institutional investors face. We understand that having more control of how your trades get done is vital. BNY ConvergEx Group

    ConvergEx offers a comprehensive suite of global algorithms to meet a broad spectrum of strategies and requirements that today’s institutional investors face. We understand that having more control of how your trades get done is vital.

  • BNY ConvergEx RealTick RealTick has revolutionized the electronic trading industry with unique, innovative and easy to use trading technology, along with ground breaking market access and liquidity solutions used by brokers, institutions and traders globally for over 25 years. BNY ConvergEx RealTick

    RealTick has revolutionized the electronic trading industry with unique, innovative and easy to use trading technology, along with ground breaking market access and liquidity solutions used by brokers, institutions and traders globally for over 25 years.

  • Citi Citi’s algorithmic trading strategies cater to a broad range of execution styles and objectives. They offer the variety and depth needed to address specific requirements confidently and effectively, with exceptional control of automated execution. Citi

    Citi’s algorithmic trading strategies cater to a broad range of execution styles and objectives. They offer the variety and depth needed to address specific requirements confidently and effectively, with exceptional control of automated execution.

  • Credit Suisse AES helps over 1,000 institutions and hedge funds reduce market impact, improve performance, and add consistency to trading processes. The AES group provides award-winning suite of algorithmic trading strategies, tools, and analytics for global trading. Credit Suisse

    AES helps over 1,000 institutions and hedge funds reduce market impact, improve performance, and add consistency to trading processes. The AES group provides award-winning suite of algorithmic trading strategies, tools, and analytics for global trading.

  • Deutsche Bank Autobahn provides access to Deutsche Bank’s Equity trading solutions and algorithms. Solutions are engineered by the best in the industry, connecting you to global depths of liquidity with the expertise of Deutsche Bank to help you manage it. Deutsche Bank

    Autobahn provides access to Deutsche Bank’s Equity trading solutions and algorithms. Solutions are engineered by the best in the industry, connecting you to global depths of liquidity with the expertise of Deutsche Bank to help you manage it.

  • FoxRiver Execution Fox River Execution’s suite of execution products was developed to address the unique needs of the institutional trader. It blends the human logic of a professional trader with the precise mathematical formulas imbedded in Fox River’s proprietary models. FoxRiver Execution

    Fox River Execution’s suite of execution products was developed to address the unique needs of the institutional trader. It blends the human logic of a professional trader with the precise mathematical formulas imbedded in Fox River’s proprietary models.

  • Goldman Sachs GS offers a comprehensive suite of algorithmic tools to help achieve trading objectives. Algos were designed to leverage historical analyses and real-time market information, making the strategies dynamic tools to help navigate market conditions. Goldman Sachs

    GS offers a comprehensive suite of algorithmic tools to help achieve trading objectives. Algos were designed to leverage historical analyses and real-time market information, making the strategies dynamic tools to help navigate market conditions.

  • Instinet An electronic trading pioneer, Instinet acts as a global agency-only broker, helping institutions lower overall trading costs and improve investment performance through an advanced suite of electronic trading tools. Instinet

    An electronic trading pioneer, Instinet acts as a global agency-only broker, helping institutions lower overall trading costs and improve investment performance through an advanced suite of electronic trading tools.

  • ITG ITG Net is the premier network for global, broker-neutral, platform-neutral trade routing and ‘best execution’ services. It connects buy side clients to brokers, exchanges, ECNs, and ATSs and accesses dozens of algorithmic trading tools and DMA solutions. ITG

    ITG Net is the premier network for global, broker-neutral, platform-neutral trade routing and ‘best execution’ services. It connects buy side clients to brokers, exchanges, ECNs, and ATSs and accesses dozens of algorithmic trading tools and DMA solutions.

  • J.P. Morgan J.P. Morgan’s sophisticated algorithms enable investors to execute stock orders electronically, minimizing market impact and adjusting dynamically to target the desired trading profile. The strategies are continually fine-tuned for local market structure. J.P. Morgan

    J.P. Morgan’s sophisticated algorithms enable investors to execute stock orders electronically, minimizing market impact and adjusting dynamically to target the desired trading profile. The strategies are continually fine-tuned for local market structure.

  • Knight Capital Group Knight is a recognized industry leader in developing agency-only algorithmic trading strategies which encompass smart order execution technology, benchmark and participation algorithms. Knight Capital Group

    Knight is a recognized industry leader in developing agency-only algorithmic trading strategies which encompass smart order execution technology, benchmark and participation algorithms.

  • Liquidnet The institutional equities marketplace connecting investors with liquidity to achieve greater performance through best execution trading, Liquidnet serves 630 institutional asset management firms and extends trading to 39 markets across 5 continents. Liquidnet

    The institutional equities marketplace connecting investors with liquidity to achieve greater performance through best execution trading, Liquidnet serves 630 institutional asset management firms and extends trading to 39 markets across 5 continents.

  • Merrill Lynch Merrill Lynch’s algorithmic engine is designed for flexibility and customizability. Ongoing market research, robust data and investment in real-time quantitative inputs ensure our algorithms provide superior execution quality in a changing marketplace. Merrill Lynch

    Merrill Lynch’s algorithmic engine is designed for flexibility and customizability. Ongoing market research, robust data and investment in real-time quantitative inputs ensure our algorithms provide superior execution quality in a changing marketplace.

  • Morgan Stanley
 Morgan Stanley Electronic Trading understands the value of simplicity and ease of use. Algorithms are designed to minimize market impact in today’s highly evolved trading environment. Morgan Stanley


    Morgan Stanley Electronic Trading understands the value of simplicity and ease of use. Algorithms are designed to minimize market impact in today’s highly evolved trading environment.

  • Pulse Trading Designed to find and maximize liquidity opportunities via multiple crossing methods, BlockCross leverages buyside OMS scraping technology and integrates sell-side and dark algo liquidity to provide the broadest spectrum of block liquidity in the industry. Pulse Trading

    Designed to find and maximize liquidity opportunities via multiple crossing methods, BlockCross leverages buyside OMS scraping technology and integrates sell-side and dark algo liquidity to provide the broadest spectrum of block liquidity in the industry.

  • RBC RBC’s Implementation Shortfall algorithm uses stock-specific historical and real-time data to determine an optimal execution horizon for an order, and seeks to minimize market impact and opportunity cost during execution. RBC

    RBC’s Implementation Shortfall algorithm uses stock-specific historical and real-time data to determine an optimal execution horizon for an order, and seeks to minimize market impact and opportunity cost during execution.

  • Sanford C. Bernstein Sanford C. Bernstein’s algorithmic offering comprises a comprehensive suite of trading strategies, developed in-house, that maximizes access to all available sources of visible, grey and dark liquidity dynamically reacting to market conditions. Sanford C. Bernstein

    Sanford C. Bernstein’s algorithmic offering comprises a comprehensive suite of trading strategies, developed in-house, that maximizes access to all available sources of visible, grey and dark liquidity dynamically reacting to market conditions.

Data Aggregation & Custodian Data Services Partners

  • ByAllAccounts ByAllAccounts is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. Its patented engine aggregates account data within an advisor’s technology platform for a comprehensive view. ByAllAccounts

    ByAllAccounts is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. Its patented engine aggregates account data within an advisor’s technology platform for a comprehensive view.

GIPS Compliance & Verification Partners

  • ACA Beacon Verification Services ACA Beacon Verification Services provides GIPS compliance consulting and verification services to investment managers. With over 60 years of combined experience, we provide each client with the expertise and knowledge of our experienced consultants. ACA Beacon Verification Services

    ACA Beacon Verification Services provides GIPS compliance consulting and verification services to investment managers. With over 60 years of combined experience, we provide each client with the expertise and knowledge of our experienced consultants.

Technology Partners

  • Microsoft INDATA has been a Microsoft Certified Partner since 1997 and supports all Microsoft products. Certified Partners possess a high degree of competence and expertise with Microsoft technologies, and demonstrate proficiency in Microsoft Competencies. Microsoft

    INDATA has been a Microsoft Certified Partner since 1997 and supports all Microsoft products. Certified Partners possess a high degree of competence and expertise with Microsoft technologies, and demonstrate proficiency in Microsoft Competencies.

Trade Settlement Partners

  • Omgeo By automating and streamlining post-trade operations, Omgeo enables clients to accelerate the clearing and settlement of trades, and better manage and reduce counterparty and credit risk. Omgeo

    By automating and streamlining post-trade operations, Omgeo enables clients to accelerate the clearing and settlement of trades, and better manage and reduce counterparty and credit risk.