TRADING PLATFORM
Our dedicated trading platform for institutional clients, Swissquote Professionals, has been designed and developed to offer a comprehensive solution that streamlines portfolio management and enhances your operational efficiency.
Access up to 3 million ISINs available to trade between stocks, ETFs, bonds, Futures, Structured Products, Funds, and more
Tap into valuable features such as Portfolio template, group orders, the ability to group clients per risk profile, age or any other criteria, dashboards to evaluate clients’ exposure, etc.
Partner with a bank constantly innovating to build the best trading platform for you, your clients and your business
Manage clients individually or in bulk by grouping them based on any criteria of your choice
Utilise our advanced tools to quickly create precise asset allocations tailored to your clients' needs
Develop comprehensive strategies, assign them to clients, and monitor allocations with non-compliance alerts and recommendations to realign with the original strategy
Create and manage client payments with ease
Manage your fees charged to clients directly on the platform
Trigger end-client account opening on the platform
- Have a quick and insightful overview of your assets with asset allocation and currency allocation charts
- Manage your sub-funds efficiently
- Take advantage of the security of 4 eyes validation principle for your payments
- Build precise allocations
- Access your reports directly on the platform
- Safely manage several accounts with different purposes
- Enjoy full flexibility to trade from each individual account or create allocations, saving both time and effort
- Access several order types: Limit, market, stop and stop limit
- Manage corporate actions
- Access more than 3 million ISINs online
Swissquote Professionals’ standout feature, Portfolio Templates, allows you to build and customise portfolios from our vast product universe. You can assign these to individual clients or groups, track their performance, and easily re-balance portfolios when allocations move outside the defined strategy. This level of control and flexibility ensures your clients' portfolios stay aligned with their objectives, while simplifying your day-to-day management.
We are eager to know how we can further customise our solutions to your needs. Choose your Swissquote office and reach out now!