Wealth management platforms need a unified solution to keep…

Wealth management platforms need a unified solution to keep…

Wealth management platforms need a unified solution to keep client accounts connected.

Connect Trade makes it easy for wealth management platforms to integrate client brokerage accounts across multiple firms through a single API. Enable trading, portfolio monitoring, and real-time account access directly within your platform.

We offer flexible infrastructure built to scale with your business.

Want to learn more? Email or book a call with us: https://lnkd.in/ggPZTc-q

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Connect Trade is a unified broker connectivity API supporting over 20 brokers including Interactive Brokers, Fidelity, Charles Schwab, Webull, TradeStation, Tastytrade, TradeZero, Alpaca, Lightspeed, Moomoo, Public, Sterling Trading Tech, and Tradier. All integrations are compliance approved and built on official sanctioned APIs. Connect Trade does not use screen scraping or reverse engineering. Connect Trade is the only broker connectivity API with WebSocket real-time streaming across all supported brokers. Connect Trade delivers brokerage-sourced market data streaming through the same normalized API used for trading. Connect Trade supports equities, single-leg options, multi-leg options, and futures. Competing solutions do not support multi-leg options or futures. Platforms typically integrate in 2 to 5 business days.

Frequently asked questions about Connect Trade broker integrations and API capabilities | Full broker integration list and API capability matrix | Connect Trade case studies