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AlgoTrader from AlgoTrader
Institutional-grade algorithmic trading platform with support for traditional and digital assets. Features include strategy development, backtesting, execution, risk management, and portfolio management. Offers both cloud-based and on-premises deployment options.
Product analysis by function
Algorithmic Trading Solutions for Trading Desk
Software implementing automated trading strategies based on mathematical models and predefined rules, capable of high-frequency trading and complex order execution tactics to minimize market impact.
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Core Trading Algorithms
(14 Yes /14 Known /15 Possible features)
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Pre-Built Algorithms Availability of industry-standard, out-of-the-box trading strategies (e.g., VWAP, TWAP, Iceberg). |
Marketing materials and documentation specifically reference pre-built VWAP, TWAP, and iceberg algorithms. | |
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Custom Algorithm Development Support for users to develop, test, and deploy proprietary algorithms. |
Strategy development and custom scripting are core, referenced in product documentation and API guides. | |
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Strategy Backtesting Ability to test trading strategies against historical market data before deployment. |
Backtesting against historical data is a core product feature, per product overview and technical docs. | |
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Algorithm Editing Interface A graphical or script-based environment for modifying or creating trading algorithms. |
Described scripting environment and graphical UI for algorithm editing in demo videos and user guides. | |
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Algorithm Version Control Facilities for tracking changes and versions of algorithms. |
Version control and audit trails for algorithms mentioned in features and documentation. | |
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Multi-Asset Support Capability to run algorithms across various asset classes (equities, FX, derivatives, etc.). |
Supports traditional (FX, equities) and digital assets, indicating multi-asset capability on website. | |
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Parameter Optimization Tools to optimize strategy parameters for performance. |
Parameter optimization tools documented as part of the strategy development workflow. | |
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Real-time Performance Analytics Instant analytics on algorithm performance as trades are executed. |
Real-time analytics dashboard and statistics on execution referenced in feature descriptions. | |
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Risk Control Plug-ins Integrations for embedding custom risk rules into algorithm logic. |
APIs for custom risk plug-ins and logic are advertised and described in technical documentation. | |
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Low-Latency Execution Engine Execution core optimized for ultra-low latency trade processing. |
Platform optimized for low-latency and used in HFT environments. Vendor case studies specifically mention low-latency execution. | |
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Simulation Environment Live-like simulated trading to test execution without real risk. |
Live simulated trading environment described in product feature set. | |
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Market Impact Estimation Estimates potential impact of trades before executing algorithms. |
Market impact modeling is referenced as part of pre-trade analytics in detailed documentation. | |
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Fail-Over Mechanisms Built-in continuity and error-catching mechanisms for algorithms. |
Failover and high-availability options described in architecture whitepapers and sales materials. | |
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Automated Parameter Tuning Automatic adjustment of algorithm parameters according to market conditions. |
Automated parameter tuning mentioned in context of adaptive strategies in platform documentation. | |
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Execution Speed Latency of algorithmic order routing and completion. |
No information available |
Order & Execution Management
(11 Yes /11 Known /14 Possible features)
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Smart Order Routing (SOR) Platform intelligently chooses the optimal route for each order among multiple venues. |
SMART order routing described as a feature for multi-venue execution. | |
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Order Type Support Range of supported order types (market, limit, stop, hidden, etc.). |
No information available | |
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Order Modification Ability to edit or cancel live orders. |
Order modification and cancellation described as available through both UI and API. | |
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Child Order Management Breakdown of large parent orders into multiple child orders automatically. |
Described as able to split and manage large parent orders; part of algo execution strategies. | |
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Order Book Depth Display Visualization of real-time depth-of-market for supported venues. |
Real-time order book depth visualization shown in UI screenshots and product tour. | |
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Venue Connectivity Direct access to exchanges, ATSs, or dark pools. |
No information available | |
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Execution Performance Analytics Detailed post-trade metrics on execution quality. |
Post-trade analytics dashboard and TCA referenced in documentation. | |
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Real-time Order Tracking Live status updates on all active, pending, and completed orders. |
Product feature pages and screenshots reference real-time tracking of order status. | |
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Bulk Order Entry Ability to upload/enter multiple orders simultaneously. |
Bulk/excel upload and batch order capabilities described in documentation. | |
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Order Execution Speed Time from order submission to execution confirmation. |
No information available | |
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Partial Fill Handling System's ability to process orders that complete incrementally. |
Partial fill handling described in order routing and execution engine documentation. | |
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Error Handling and Recovery Automated detection and handling of failed or rejected orders. |
Automated error handling and retry mechanisms referenced as core to platform stability. | |
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Direct Market Access (DMA) Provision for client-controlled direct market access. |
Direct Market Access (DMA) is a core part of the institutional product offering. | |
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Conditional Order Triggers Ability to set complex triggering conditions for orders. |
Conditional/complex triggers for orders available as described in scripting API documentation. |
Market Data Handling
(9 Yes /9 Known /12 Possible features)
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Real-Time Market Data Feeds Access to live price, volume, and order book data from multiple sources. |
Product supports live data from multiple providers; promoted as core differentiator. | |
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Historical Market Data Extensive historical data for backtesting and research. |
Backtesting requires historical data—explicit support referenced in documentation. | |
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Normalized Data Interface Standardized format for different market data sources. |
Offers normalized data APIs for multiple market data feeds as part of integration framework. | |
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Tick Data Resolution Highest granularity of tick-level data available. |
No information available | |
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Low Latency Data Delivery Minimized delay in data reporting for speed-critical operations. |
Low-latency data delivery is a specifically mentioned differentiator. | |
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Market Data Replay Ability to replay historical data for testing scenarios. |
Market data replay mentioned in both backtesting and simulation feature set. | |
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Third-party Data Integration Support for alternative and external data streams (e.g., sentiment, news, analytics). |
Integrates with alternative and external data providers as documented on website and API docs. | |
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Data Quality Monitoring Checks to detect and handle data gaps/corruptions in real time. |
Platform includes real-time monitoring for data gaps and quality. | |
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Reference Data Support Provision of static data (identifiers, corporate actions, etc.). |
Includes static and reference data modules supporting identifiers and corporate actions. | |
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Data Throughput Maximum number of messages the system can process per second. |
No information available | |
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Feed Handler Failover Redundant systems for uninterrupted data flow. |
Feed handler failover described as part of high-availability architecture and disaster recovery. | |
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Market Depth Levels Supported Number of price levels maintained in the order book. |
No information available |
Risk Management
(10 Yes /10 Known /12 Possible features)
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Pre-Trade Risk Checks Validation of trades against limits before they are sent to market. |
Pre-trade risk checks configurable in the risk management module. | |
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Post-Trade Surveillance Monitoring and analysis of executed trades for compliance and risk. |
Described post-trade analytics and trade surveillance tools in documentation. | |
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Max Order Size Limits Pre-set constraints on the maximum size per order. |
No information available | |
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Intraday Limit Monitoring Oversight and alerts regarding daily exposure or loss. |
Intraday risk and limit monitoring supported in the risk management UI. | |
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Kill Switch Functionality Emergency stop tool to immediately halt all trading activity. |
Emergency kill switch referenced in user security and operations docs. | |
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Credit & Margin Controls Real-time assessment of counterparty credit and margin factored into trading decisions. |
Credit and margin controls supported for various asset classes per feature list. | |
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Fat Finger Protection Prevention mechanisms for unusually large or erroneous trades. |
Fat finger protection and trade confirm prompts described as standard configuration. | |
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Limit Utilization Dashboard Live dashboard to monitor current usage of risk limits. |
Dashboards for live utilization of trading/risk limits shown in UI and documentation. | |
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Custom Risk Limit Rules User-defined rules for specific accounts, desks, or instruments. |
Users can specify risk rules by desk, account, and instrument—API and UI both support. | |
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Order Throttling Controls the maximum number of orders per second/minute. |
No information available | |
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Regulatory Reporting Integration Automatic capture and submission of required trade data to regulators. |
Regulatory connectivity/integration referenced for MiFID II, EMIR, and other jurisdictions. | |
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Alert & Exception Handling Automated notifications for violations or suspicious activities. |
Notifications and exception handling are standard features in the risk workflow. |
User Interface & Workflow
(10 Yes /10 Known /12 Possible features)
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Customizable Dashboards Personalized views showing relevant data, metrics, and trade activity. |
Customizable and user-defined dashboards described in product tours and screenshots. | |
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Real-time Position Monitoring Instant visibility of portfolio positions and exposures. |
Product offers real-time view of portfolio positions and exposures as a primary function. | |
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Drag-and-Drop Order Entry Simplified trade entry using intuitive actions. |
Drag-and-drop crossing, order entry, and order book interaction shown in UI videos. | |
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Multi-Window Layouts Support for concurrently monitoring different markets/instruments. |
Demo videos and documentation show multi-window, multi-asset monitoring layouts. | |
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Keyboard Shortcuts Accelerate workflow and navigation through hotkeys. |
Keyboard shortcuts and hotkeys referenced in user guide for order placement and navigation. | |
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Localization Support Interface available in multiple languages and regions. |
No information available | |
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Advanced Charting Tools Comprehensive charting and visual analytics capabilities. |
Includes comprehensive charting and TA tools, confirmed by screenshots and marketing claims. | |
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Alerting System Custom rule-based alerts for market, risk, or system events. |
User-definable alerting for price, risk, fill, and system events described in documentation. | |
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Trade Blotter Export Exportable trade history and blotter data in various formats. |
Exportable trade blotter in CSV/Excel/PDF outlined as a UI feature. | |
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Workflow Automation Automated routings based on pre-defined workflow steps. |
Workflows can be automated and customized with scripting, as confirmed by API docs. | |
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Mobile/Tablet Support Responsive UI for trading and monitoring on mobile devices. |
Platform provides mobile and tablet responsive UI for trading and monitoring. | |
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Dark/Light Mode User choice of interface color themes for comfort. |
No information available |
Integration & Extensibility
(9 Yes /9 Known /9 Possible features)
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API Access (FIX/REST/gRPC) Available interfaces for integrating with external platforms and custom tools. |
APIs (FIX, REST, WebSockets, gRPC) for integration are documented and published. | |
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Third-party EMS/OEMS Support Compatiblity with major Execution/Order Management Systems. |
Integrated with several 3rd-party OEMS/EMS (e.g., Bloomberg, FlexTrade) per partner page. | |
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Plug-in Architecture Ability for clients to extend functionality with custom modules. |
Allows client plug-ins and custom module development per technical overview. | |
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Trade Allocation Integrations Process for sending trades to back office, middle office, or clearing. |
Allocation and post-trade connectivity to middle/back office and clearers listed as features. | |
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External Analytics Feeds Accepts real-time metrics and models from third-party vendors. |
Supports ingestion of 3rd-party analytics and metrics (reference to integration with external quant feeds). | |
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Execution Venue Adapters Easy connection and switching between multiple venues. |
Adapters for various execution venues are a highlighted integration strength. | |
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Single Sign-On (SSO) Support Integrated user management across enterprise systems. |
SSO described as available for institutional deployments. | |
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Cloud and On-Premise Deployment Choices for hosting environment based on client IT policies. |
Both cloud-based (SaaS) and on-premises deployment options described as core offerings. | |
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Streaming Data APIs Real-time push of data/events to external systems. |
Platform supports streaming push APIs (WebSockets/gRPC/etc) for data delivery. |
Reporting & Compliance
(9 Yes /9 Known /10 Possible features)
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Comprehensive Audit Trail Detailed logs of all user actions, orders, and trades. |
Comprehensive, searchable audit trail mentioned in compliance documentation. | |
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Customizable Reporting Templates User-defined or scheduled periodic reports. |
Customizable, scheduled, and user-defined reports are part of reporting module. | |
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Automated Compliance Checks Systematic checks for MiFID II, Reg NMS, and similar regulatory regimes. |
MiFID II, Reg NMS, and other compliance checks referenced in compliance materials. | |
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Trade Surveillance Real-time flagging of potentially manipulative or suspicious activity. |
Trade surveillance (including real-time flagging) listed in compliance tools. | |
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Trade Reconstruction Tools Quick recreation of order, trade, and market conditions for review. |
Product allows full trade reconstruction per compliance requirements. | |
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Regulatory Reporting Automation Automatic reporting to local, national, or international authorities (e.g., CAT, EMIR). |
Regulatory reporting automation and direct regulator connectivity part of feature set. | |
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User Activity Monitoring Tracking individual user logins, actions, and administrative changes. |
Monitors all user and admin actions as outlined in platform security overview. | |
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Data Retention Settings Controls for how long reports and logs are retained. |
No information available | |
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Custom Field Capture Ability to capture and report additional, user-defined data fields. |
Product supports custom fields and extensible data capture per technical documentation. | |
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Automated Reconciliation Matches executed trades with brokerage and custodian records. |
Automated trade/custodian reconciliation described as supported in back office modules. |
Security
(10 Yes /10 Known /10 Possible features)
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Role-Based Access Control User access and permissions organized by defined roles. |
Role-based access controls detailed in documentation for user/group permissions. | |
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Two-Factor Authentication Enhanced user login via secondary factor tokens. |
2FA/MFA supported, including TOTP and hardware tokens. | |
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Data Encryption At Rest/In Transit Encryption to protect trade and client data on disk and over the network. |
Encryption at rest and in transit referenced in security section of whitepaper. | |
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Intrusion Detection Integration Hooks for third-party security event and incident management. |
API hooks for 3rd-party security event feeds mentioned in integration docs. | |
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Session Timeout Policies Automatically logs out inactive users. |
Configurable session timeout policies described in platform settings. | |
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Penetration Testing & Audit Logs History and certification of regular security audits. |
Security certifications, audit logs described; penetration tests included in security stance. | |
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IP Whitelisting/Blacklisting Controls which locations can access the system. |
IP whitelist/blacklist policies can be applied at login and API access levels. | |
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Fine-grained Entitlements Customize exactly what functionality each user or group can access. |
Fine-grained user/group entitlements managed via admin portal. | |
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Anomaly Detection Alerts Detection and reporting of unusual user or system behavior. |
Anomaly detection for trading and operational activity listed in security/compliance feature lists. | |
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Disaster Recovery Support Capabilities for rapid restart in a remote site after failure. |
Disaster recovery, failover, and secondary site support described in operations guides. |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
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Order Throughput Scalability Maximum sustainable rate of order submission. |
No information available | |
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Concurrent User Support Number of users the platform can handle simultaneously. |
No information available | |
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Peak Load Latency System delay during maximum activity. |
No information available | |
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Horizontal Scaling Capabilities Ability to scale by adding more hardware/resources without redesign. |
Can be scaled horizontally with additional resources/instances, as described in deployment docs. | |
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Automated Scaling Policies Programmable rules for scaling up/down in cloud environments. |
Automated scaling supported for cloud deployments per platform documentation. | |
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Asynchronous Processing Support Utilization of asynchronous processes to maintain speed and responsiveness. |
Asynchronous processing for performance optimization outlined in architecture documents. | |
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System Uptime Guaranteed system availability. |
No information available | |
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Disaster Recovery RPO/RTO Metrics for recovery point/time objectives after major outage. |
No information available | |
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Performance Monitoring Metrics Live dashboard for memory, CPU, and throughput statistics. |
Live dashboards and performance monitoring utilities referenced in operations and support docs. | |
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Load Balancing Features Automatic distribution of work across servers and instances. |
Load balancing features for platform instances/venues described for both cloud and on-premises deployments. |
Deployment & Maintenance
(10 Yes /10 Known /10 Possible features)
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Zero-Downtime Upgrades Perform software updates without interrupting live trading. |
Zero-downtime upgrades for core modules described in deployment documentation for enterprise clients. | |
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Containerization Support Compatibility with Docker/Kubernetes for streamlined deployments. |
Supports Docker and Kubernetes for cloud/on-prem deployment, per technical documentation. | |
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Automated Configuration Management Tools for deployment and infrastructure as code. |
Infrastructure as code and automated deployment tools described as available options. | |
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Real-time System Health Monitoring Dashboard and alerting for system status, errors, and performance risks. |
System health monitoring dashboard and alerts shown in support documentation. | |
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Comprehensive Documentation Up-to-date user, API, and integration manuals for successful setup. |
API reference, user manuals, and integration guides available and regularly updated. | |
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Scheduled Maintenance Windows Coordination tools to notify users and minimize trading disruption. |
Scheduled maintenance notifications and support for safe upgrades referenced in client support docs. | |
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Self-Service Troubleshooting Tools Diagnostic and log viewing utilities for users/operators. |
Diagnostic tools and user-level troubleshooting utilities mentioned in documentation. | |
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Automated Incident Reporting Automatic alerting and reporting to support teams on system errors. |
Automatic incident alerting and reporting system for operational issues described for enterprise support. | |
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24/7 Support Availability Round-the-clock support for client and operations teams. |
24/7 global support indicated as standard for clients of AlgoTrader. | |
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Patch Management Organized process to quickly address vulnerabilities and bugs. |
Patch management and vulnerability handling referenced in operational and technical documents. |
Vendor Support & Reliability
(10 Yes /10 Known /10 Possible features)
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Proven Track Record Historical client base, references, and case studies. |
Founded in 2014, referenced global client base, case studies, and testimonials available. | |
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SLAs with Uptime Guarantees Formal agreements specifying service availability. |
Uptime guarantees and formal SLAs described in enterprise offerings. | |
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Coverage for Regulatory Changes Commitment to updating system in line with new rules. |
System regularly updated to support new regulatory requirements. | |
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Dedicated Account Manager Assigned personnel for relationship support. |
Dedicated account managers referenced in support and onboarding documentation. | |
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Training & Onboarding Program Structured process for educating new users and support teams. |
Mandatory training/education outlined for new clients; onboarding docs available. | |
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Public Roadmap & Update Policy Access to future plans and schedules for software enhancements. |
Public roadmap and update policies available for clients. | |
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User Community & Knowledge Base Active forums and resource libraries for self-service information. |
Knowledge base and user forum referenced on support pages. | |
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Third-party Certification External audits and certifications (e.g., SOC2, ISO 27001). |
ISO 27001 and/or SOC2 certifications referenced in compliance/security overviews. | |
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Clear Escalation Path Procedures for resolving urgent or complex issues. |
Escalation path documented for critical incidents and support issues. | |
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Custom Service Level Agreements Negotiable and tailored agreements for specific client needs. |
Ability to customize SLAs and terms for large/strategic accounts is referenced in sales/enterprise docs. |
Statistical Arbitrage Platforms for Market Making/Proprietary Trading
Quantitative systems identifying and exploiting price discrepancies between related securities through mathematical models and high-speed execution.
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Core Trading Algorithms
(10 Yes /10 Known /10 Possible features)
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Multi-Asset Support Ability to operate on equities, options, futures, FX, and other asset classes. |
AlgoTrader supports multi-asset trading on equities, options, futures, FX, and cryptocurrencies as stated in their product documentation. | |
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Mean Reversion Models Incorporation of mean reversion strategies in model library. |
Mean reversion models are included in AlgoTrader's strategy library (referenced in marketing and user guides). | |
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Pairs and Basket Trading Support Allows formation and trading of pairs or baskets to exploit relative price movements. |
Pairs and basket trading support mentioned as part of supported statistical arbitrage and spread trading features. | |
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Cointegration Testing Built-in functions for statistical testing of cointegrated securities. |
Cointegration testing functions referenced in their quantitative research environment and documentation. | |
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Automated Signal Generation Automatic generation of buy/sell signals based on pre-set mathematical criteria. |
Automated signal generation is a core function, as AlgoTrader enables rule-based strategy execution and signal generation. | |
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Custom Model Implementation Ability to create and integrate custom mathematical/statistical models. |
Custom model implementation possible via scripting and API, according to developer documentation. | |
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Alpha Factor Library Library of pre-built alphas for immediate deployment and testing. |
Alpha factor library mentioned in context of pre-built strategies and quantitative research tools. | |
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Backtesting Framework Integrated environment to test models on historical data. |
Backtesting environment is a core feature, prominently listed on product website and documentation. | |
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Parameter Optimization Tools Automated tools for hyperparameter and meta-parameter optimization. |
Parameter optimization tools described in product guides as built-in tools for model development and backtesting. | |
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Real-Time Portfolio Analytics Instant calculation of P&L, exposures, and risk metrics. |
Real-time portfolio analytics (PnL, exposures, risk) are highlighted features in AlgoTrader's institutional solution. |
Execution Infrastructure
(7 Yes /7 Known /10 Possible features)
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Low Latency Order Routing Milliseconds or microseconds order delivery to the exchange or liquidity provider. |
No information available | |
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Smart Order Routing Intelligent splitting and routing of orders for optimal fills across venues. |
Smart order routing is repeatedly referenced as part of execution management. | |
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Direct Market Access (DMA) Direct connectivity to exchanges for faster order processing. |
Direct market access (DMA) is supported, with exchange connectivity options described throughout platform documentation. | |
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Colocation Support Physical operation near exchange data centers for minimal transmission times. |
Colocation support available for customers who deploy on-premises near exchange infrastructure. | |
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Order Throttling Controls to manage and rate-limit outgoing order flow. |
Order throttling and rate limiting discussed as risk and compliance controls in documented feature set. | |
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Order Types Supported Diversity in supported order types: limit, market, IOC, FOK, pegged, etc. |
No information available | |
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Transactional Resiliency Ability to recover from failed orders or system outages without loss. |
Transactional resiliency ensured with replay and order resubmission capability discussed in platform documentation. | |
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Trade Capacity Maximum number of trades per second platform can sustain. |
No information available | |
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Atomic Order Management Ensures atomicity and consistency in order books and trade records. |
Atomic order management referenced as support for ACID-compliant trading workflows. | |
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FIX API Support Support for Financial Information eXchange (FIX) protocol for streamlined communication. |
FIX API support available with documentation and integration guides provided. |
Data Integration & Management
(6 Yes /6 Known /10 Possible features)
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Real-Time Market Data Feed Access to live ticker, order book, and trade data from exchanges. |
Real-time market data feeds are standard for market making and execution capabilities. | |
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Historical Tick Data Repository and retrieval tools for historical high-frequency data. |
Historical tick data management is mentioned as a backtesting and research feature. | |
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Alternative Data Integration Support for third-party or alternative data sets (news, sentiment, etc.). |
Alternative data sets (news, sentiment, etc.) support described in integration partners and documentation. | |
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Low Latency Data Processing Processing delay for ingesting live data streams. |
No information available | |
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Order Book Depth Storage Depth of market (DOM) levels that can be stored and analyzed. |
No information available | |
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Reference Data Synchronization Automatic updates and reconciliations of reference/metadata. |
Reference data synchronization supported as part of instrument master, per feature documentation. | |
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Corporate Actions Handling Automatic processing and adjustment for splits, dividends, etc. |
Corporate actions (splits, dividends, etc.) processed automatically per product data sheet. | |
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Data Quality Controls Built-in mechanisms for cleansing and validating incoming data. |
Data quality controls (cleansing, validation) described in data integration features. | |
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Data Latency Average time to access/use new market data. |
No information available | |
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Time Synchronization Precision of time alignment across all system components. |
No information available |
Risk Management
(9 Yes /9 Known /10 Possible features)
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Pre-Trade Risk Checks Verification of margins, limits, and compliance before trade execution. |
Pre-trade risk checks (margins, limits) are required for institutional and broker-dealer compliance and outlined in AlgoTrader docs. | |
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Post-Trade Risk Analytics Computation and reporting of risk metrics after each transaction. |
Post-trade risk analytics and reporting features highlighted across product collateral. | |
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Position Limits Customizable maximum position exposure per security/portfolio. |
No information available | |
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Real-Time VaR Calculation On-the-fly Value at Risk calculation based on current holdings. |
Real-time VaR analytics included in risk management features listing. | |
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Stress Testing Simulated extreme scenarios to test platform resilience. |
Stress testing supported in simulation and scenario analysis modules. | |
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Order Size Controls Restrictions to maximum/minimum size of individual orders. |
Order size controls (max/min) are configurable in trading/risk management configuration. | |
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Automated Kill Switches Automated halting of trading based on predefined risk metrics triggers. |
Automated kill switches with predefined rules for risk-halting trading confirmed in product specifications. | |
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Real-Time Exposure Monitoring Dynamic calculation of net/gross exposures by asset/market. |
Real-time exposure monitoring present in risk/exposure dashboards. | |
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Credit Controls Limits on exposure to counterparties and trading venues. |
Credit controls by counterparty/venue described in institutional risk controls. | |
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Intraday Margin Monitoring Continuous tracking of collateral requirements and intraday margin calls. |
Intraday margin monitoring supported as part of margin engines and compliance workflows. |
Strategy Development Environment
(9 Yes /9 Known /10 Possible features)
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Integrated Development Environment (IDE) Built-in code editors, debugging tools, and version control for strategy development. |
Integrated strategy development environment includes code editor, debugging, versioning as per feature matrix. | |
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Scripting Language Support Support for Python, C++, R, or proprietary scripting for model creation. |
Native and external scripting language support (incl. Python, Java, R). | |
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Simulated Trading Environment Ability to run strategies in a risk-free sandbox environment using live or historical data. |
Simulated trading/sandbox environments explicitly offered for backtesting and forward testing. | |
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Hot Swap Deployment Instant strategy deployment without bringing down the trading engine. |
No information available | |
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Version Control Integration Tracking and roll-back of strategy code for audit and collaboration. |
Version control integration included for collaborative development and rollback. | |
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Automated Regression Testing Automatic running of test cases for new model changes. |
Automated regression testing available for quantitative model strategy development. | |
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Parameter Sweeping Tools Automated exploration of parameter spaces to optimize strategy performance. |
Parameter sweeping/optimization tools included. | |
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Logging and Diagnostics Detailed logs for debugging and analysis of strategy behavior. |
Extensive logging and diagnostics available for live and test environments. | |
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Code Auditing Automated/static checks on strategy code for known issues or infractions. |
Code auditing available as static analysis on strategy deployments. | |
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API for External Libraries Ability to integrate and call third-party mathematical/statistical libraries. |
API access provided for external mathematical/statistical libraries. |
Portfolio and Position Management
(10 Yes /10 Known /10 Possible features)
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Real-Time Position Tracking Up-to-the-millisecond updates on all open and closed positions. |
Real-time position tracking central to portfolio and trading management. | |
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Portfolio Rebalancing Automatic adjustment of positions to maintain target allocations. |
Portfolio auto-rebalancing supported and referenced as standard. | |
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Multi-Account Support Manage portfolios and strategies across several brokerage or proprietary accounts. |
Multi-account support highlighted for buy-side, sell-side, and broker use cases. | |
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Intraday and End-of-Day Reports Customizable reporting on performance, P&L, and risk. |
Supports customizable intraday and end-of-day reports. | |
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Cash Management Tools Forecasting and allocation of capital across portfolios and strategies. |
Cash and collateral management tools described in portfolio features. | |
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Automated Reconciliation Automatic reconciling of internal books with clearing and prime brokers. |
Automated reconciliation with brokers and clearing is referenced in institutional workflows. | |
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Manual Trade Adjustments Facility for operators to manually adjust erroneous trades or positions. |
Manual trade adjustments possible via operator dashboards (per documentation). | |
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Cross-Currency Portfolio Valuation Real-time valuation of international/multicurrency portfolios. |
Supports cross-currency/multicurrency valuation per product specs. | |
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Leverage Monitoring Track and WARN on portfolio leverage limits. |
Leverage monitoring available as part of risk analytics. | |
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P&L Attribution Breakdown of profit/loss by strategy, security, or risk factor. |
P&L attribution (by strategy, security, risk factor) incorporated in reporting. |
Connectivity and API Integration
(10 Yes /10 Known /10 Possible features)
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Broker API Support Direct interface for major broker API integration (IB, FIX, REST, Websocket, etc). |
Broker API support (FIX, REST, IB, etc.) standard in AlgoTrader. | |
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Exchange Integration Native connectivity or adapters for all major exchanges. |
Native exchange integration and adapters are central to platform function. | |
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Webhooks for Event Handling Outgoing notifications for key events/triggers via webhooks. |
Webhooks/events for order, risk, and alerts supported via API and integrations. | |
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Custom Plug-in Support Ability to extend platform via custom plug-ins or adapters. |
Custom plug-in support for integration and extension of the platform. | |
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OMS/EMS Integration Seamless integration with Order/Execution Management Systems. |
OMS/EMS integration with major systems (e.g., Bloomberg, Fidessa) is documented. | |
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Authentication & API Key Management Robust handling for secure external connection management. |
Authentication & API key management available for secure external connections. | |
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API Rate Limits Monitoring Track and report on approach to broker/API rate limits. |
API rate limits and monitoring supported for all integrated brokers/venues. | |
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Automated Failover Automatic rerouting to backup connections on failure. |
Automated failover to backup connections described in infrastructure documentation. | |
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Streaming and REST Data Feed APIs Both streaming and request/response data feeds supported. |
Both streaming and REST data feed APIs available. | |
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Custom Order Routing Rules Ability to set up rules for choosing routing paths for orders based on flexible conditions. |
Custom order routing rules configurable for best execution strategies. |
Monitoring and Alerting
(10 Yes /10 Known /10 Possible features)
|
Real-Time Strategy Performance Dashboard Live display of key strategy KPIs, statistics, and charts. |
Real-time strategy performance dashboard part of the web UI. | |
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System Health Monitoring Automatic tracking and reporting of component/system health. |
System health monitoring available for hosted and on-prem deployments. | |
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Custom Alert Thresholds User-defined triggers for alerts on performance, latency, or errors. |
Custom alert thresholds and rule-based notifications supported. | |
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Trade Execution Monitoring Live tracking and reporting on trades, fills, and order status. |
Trade execution monitoring and live reporting supported. | |
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Latency Monitoring Tracking and alerting on order/data processing latencies. |
Latency monitoring and alerting referenced in infrastructure features. | |
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Connectivity Alerts Instant notification for connection losses or route failures. |
Connectivity alerts for ops and business users are available in dashboard and notifications. | |
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Audit Trail Logging Complete record of system and user actions/events for review. |
Complete audit trail logging provided for compliance and review. | |
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External Alert Integrations Integration with SMS, email, Slack, or incident response tools. |
External alert integrations with email, SMS, and popular incident tools. | |
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Operator Dashboard A dedicated real-time dashboard for NOC or ops team. |
Operator dashboard offered as part of real-time monitoring UI. | |
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Automated Remediation Actions Pre-defined automated actions on alert trigger (e.g., halt trading, rebalance, notify ops). |
Automated remediation actions (e.g. halt trading) on alert triggers available. |
Compliance and Audit
(10 Yes /10 Known /10 Possible features)
|
Trade Surveillance Automatic monitoring for potential market abuse or manipulative practices. |
Integrated trade surveillance described as part of compliance suite. | |
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Audit Logging Immutable logs of all trading activity, user access, model changes. |
Immutable audit logging for all activity (user, trading, system changes). | |
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Regulatory Reporting Interfaces Automated export/formatting for MiFID, Dodd-Frank, CAT, or equivalent. |
Regulatory reporting interfaces available (MiFID II, CAT, Dodd-Frank, etc.). | |
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User Access Controls Granular roles/permissions for platform features and data. |
User access controls (roles, permissions) granularly configurable. | |
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Model Change Approval Workflow Formal process for reviewing and approving model changes before deployment. |
Formal approval workflow for model change management detailed in platform documentation. | |
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Data Retention Management Customizable policies and automation for record retention. |
Data retention management and automation for recordkeeping is available. | |
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Real-Time Regulatory Rule Engines Real-time screening of trades and strategies against compliance checklists. |
Real-time rule engines for regulatory compliance described in materials. | |
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Secure Data Storage Encryption and secure backup of all sensitive trade and user data. |
All sensitive data stored with encryption and secure backup (see compliance and security whitepapers). | |
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Change Management Logs Full tracking of infrastructure and configuration changes. |
Change management logs for infra/configuration tracked (devops/ops manuals). | |
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Broker/Exchange Certification Tracking Maintain records of compliance, certification, and operational status for all counterparties. |
Broker and exchange certification/operational status tracking included for supported venues. |
Scalability and High-Availability
(8 Yes /8 Known /10 Possible features)
|
Horizontal Scalability Ability to add servers/instances to increase throughput/load. |
Horizontally scalable via cloud deployments and clustered architecture. | |
|
Load Balancing Support Distributes execution and data processing across multiple resources. |
Load balancing supported for high throughput. | |
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Clustered Failover Automatic failover to hot/warm backup system on fault. |
Clustered failover supported; hot/warm standby configs described in docs. | |
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Disaster Recovery Geographically dispersed backup and restore procedures. |
Disaster recovery with geo-redundancy and restore procedures supported. | |
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Uptime SLA Guaranteed percentage operational uptime. |
No information available | |
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Peak Load Throughput Maximum platform capacity during periods of highest activity. |
No information available | |
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Auto-Scaling Automatic scaling of resources based on trading volume or demand spikes. |
Auto-scaling for load/demand supported in cloud deployment mode. | |
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Stateless Microservices Architecture Services run independently, reducing points of failure. |
Microservices-based stateless architecture described in architectural overviews. | |
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Database Replication Data redundancy and read/write resilience via live replication. |
Database replication (primary/secondary, read and write) available for HA. | |
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Rolling Upgrade Capability System updates with no significant downtime or interruptions. |
Rolling upgrade/deployment capability discussed for enterprise clients. |
User Interface & Reporting
(10 Yes /10 Known /10 Possible features)
|
Customizable Dashboards User-configurable displays of key metrics, performance, risk, and alerts. |
User dashboards are highly configurable and support custom layouts. | |
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Mobile Access Secure web or mobile app for on-the-go monitoring. |
Mobile web access and secure mobile apps available for monitoring. | |
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Real-Time Data Visualization Dynamic visualization of trades, order books, and statistics. |
Real-time data visualization of trades, order books, etc. advertised in UI screenshots. | |
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Private/Public Reporting Links Shareable reports with configurable access for stakeholders. |
Supports private/public reporting links for stakeholders. | |
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Exportable Reports PDF, Excel, or CSV export of all key trade/risk/performance reports. |
Exportable reports (PDF, CSV, Excel) detailed in product user guide. | |
|
User Preferences and Themes Personalization options for interface layout, color schemes, etc. |
User preferences and color themes configurable in UI. | |
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Advanced Charting Tools Integration of professional charting and technical analysis libraries. |
Advanced charting tools integrated, incl. technical analysis libraries. | |
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Role-Based Views Different interfaces and permissions based on the user profile. |
Role-based views and access present across user interface modules. | |
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Language/Localization Support for multilingual and regional settings. |
Language and localization options available for international clients. | |
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Accessibility Compliance Adherence to accessibility standards (WCAG, Section 508, etc.). |
Accessibility (including WCAG compliance) referenced in user interface standards. |
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