STOCKS, ETFs, INDICES,
CURRENCIES, COMMODITIES

Easy to navigate tools and screens

Whether UniTrader is used by the novice or seasoned traders, all needed tools are there in front of them. From market rates, risk exposure to the summary window, all information to make trading decisions is logically displayed.

Easy order management

Traders can easily view detailed information for all pending orders, including proximity to market, OCO orders, preset stops/limits, choosing margin call and stop out levels and much more. It is extremely easy with just a couple of clicks to modify or remove market orders or change trading conditions.

Detailed account information

Monitoring trader’s balance, equity, margin use and gross profit is also possible from the account information screen. Data is displayed for each account separately.

Trading instruments subscription

With custom subscription to instruments, traders can select instruments that are relevant to them. Subscribing and unsubscribing is quick and easy, and synchronized across all trading and information displaying windows.

Open position information

Traders can follow the performance of each open position with profit and loss information per trading instrument. The open positions screen gives trades all relevant information in terms of profit & loss, margin utilization and if any commissions were charged by the money manager or broker.

Instant Brokerage Business

By subscribing to UniTrader IB Console, IBs get an instant brokerage business and white label, all in one link and with two sets of usernames and passwords, one for demo console another one for live.

IB with a single HTML link

Broker can send a link to its customized UniTrader to anyone in the world and if anyone registers for a demo or live account, IB will see that demo or live customer. UniTrader gives IBs an instant CRM, where they can see their demo or live customers and real time reporting. UniTrader guarantees that not a single client of a particular IB will be lost to another IB by a mistake.

Client account management

Depending on the rights set up by the Market Makers, IBs can manage clients’ accounts either one by one or create a managed group. IBs can place trades and execute orders on behalf of clients. IBs can see clients’ information, trades, positions and overall position per instrument.

Interface, social media links

UniTrader has a built in web browser and allows IBs to display web links on clients’ trading interface. IBs can either display their website or links to various websites that they believe will be interesting to their customers.

Real time IB rebates, reports

IB can see earned commissions, rebates or price widening reports in real time.

Instant Omnibus Brokerage Business

The Omnibus Console offers a Financial Broker a partial business independence from its Market Maker without the expense of managing its own technology, back office, reporting and clients’ on boarding process. The Market Makers can offer OB Console to a Broker for a fee or for no charge.

Omnibus Broker Business with a single HTML link

The Omnibus Broker gets a single html link with the fully branded platform, OB Console and its own back office. Just like a regular IB, the OB can send a link to its customized UniTrader to anyone in the world and if anyone registers for a demo or live account, OB will see that demo or live customer. UniTrader gives IBs an instant CRM, where they can see their demo or live customers and reporting.

Applications, account management

The UniTrader Omnibus Console offers to each OB its own Demo and Customized Live Account Applications. The OBs can attach their own terms, conditions and disclaimers to which clients need to agree prior to opening an account with OBs. The clients open accounts directly with OBs and are completely segregated from clients’ accounts belonging to a Market Maker.

Clients’ deposits management

The Omnibus Console enables an OB to move money from its own Omnibus Account with a Market Maker to sub accounts that belong to that OB by using an internal transfer function. It is recommended by UniTrader that a Compliance Department of a Market Maker has all needed policies and procedures in place to manage the Omnibus Brokerage Business.

Single window Money Management display

The Money Manager Console is a sophisticated tool allowing MMs to comprehensively manage all their clients from one trading window. The MMs can see all managed accounts as they are being added by the back office operator in real time.

Create multiple managed groups

UniTrader offers a comprehensive solution to Money Managers with either a dozen or hundreds of managed accounts. The MMs can create multiple groups, offering different trading strategies to different clients.

Managing clients from different IB and real time commissions allocations

Unlike other platforms, UniTrader allows different IBs to use the same MM while keeping the integrity of receiving rebates, commissions and spread widening as per initial setting. At the same time the MM is receiving separate commissions that are not comingled with the commissions of IBs.

Lot or Percentage Allocation Management

The MMs can manage accounts or groups utilizing either a Lot or Percentage Allocation. The added flexibility gives MMs a chance to offer different choices to a diverse group of managed accounts.

Dealer Blotter

UniTrader Dealer Blotter performs Marked to Market function accurately reflecting current day P&L or, if rolled from a previous trading day before, it also compares it to the Risk Management Console. The Blotter also enables Back Office and Dealers to see what positions produce what P&L adjusted for commissions and transaction fees. It also lets the Back Office and Dealers see each separate trade as it comes, whether it is a market buy or market sell or conditional orders and at what price and time it is executed.

Handling Incoming trades or orders

UniTrader offers various settings to the Dealers from fully automated to partially or fully manual. The Risk Console enables a Dealer to either approve or reject all trades, selective trades or re-price incoming trades in case the price moved or changed.

Risk Management Console

With UniTrader the Market Makers get the most sophisticated tool to manage their internal and external market risks and positions. The Risk Console shows all tradable instruments, current feed prices, and all open/closed trades. The Console also shows all incoming orders and proximity of conditional orders to the market price.

Net company’s positions

The Risk Console shows the overall position of a company from a company point of view and long or short positions per product. The Console enables a Dealer to offset its risk with a Clearing Counterparty such as a Bank or another Broker and see the Net position and current profit or loss in real time.

Back Office/Reporting Console Functions

Create Clients’ Accounts and link to IBs and Sales People.

Onboard, communicate and establish a relationship between Clients, Money Managers, Introducing Brokers and Sales People.

Establish products and settings for the whole company or for each separate Introducing Broker, Money Manager or Individual Account.

Establish Back Office Personnel, Dealers and Sales People and assign corporate rights to each person.

Set up Rebates, Commissions, Spread widening for the whole company, IB , Sales person or Individual Account.

Set up Clearing Accounts for the whole Company.

Set up White Labels and assign full or limited rights.

Run Reports for the whole company, Introducing Brokers, Money Managers or Clients.

Easy to understand

UniTrader’s development team designed an uncluttered Back Office Console that is easy to understand and use by either start up Market Makers or somebody who has been in business for a while.

Dealing with IBs

The Back Office Console is specifically designed to satisfy the needs of Market Makers who understand the complexity of dealing with Introducing Brokers and their clients. While dealing with Market Makers our developers understood the role of IBs in the OTC markets and what kind of relationship they have with the Market Makers Money Managers, Sales People and their own clients.

Give your sales people their own platform link

Instead of having your sales people to keep sending their prospects or customers to a company’s website, where clients can register for demo or live accounts, give your sales people their own platform links. A sales person can send that link to an individual customer or IB and once anyone registers using that link, a sales person will receive instant notification and be able to see that demo or live customer.

Sales Center and CRM

UniTrader helps Market Makers to manage its sales force by creating a sales department for each sales person and assigning either individual customers or IBs under them. Each Sales Center Console comes with a built in CRM, allowing sales people to see information and trading reports of their clients.

Real time sales people rebates

With UniTrader there is no need any more to calculate sales people rebates manually. The Market Maker can assign volume or per click rebates to each sales person. The rebates are allocated into each sales person accounts in real time.