Platform ONE has launched its new TRADE software for advisory firms in Asia and the Middle East.
Through the TRADE software, advisory firms will be able to streamline trade aggregation, trade disaggregation and reconciliation to automate the data transfer from their investment broker by plugging in Platform One’s API.
The software then aggregates or disaggregates a trade automatically, adding reconciliation capabilities, if needed. This removes the need for spreadsheets or manual processing, eliminating the potential for human error.
Alex Cowan-Sanluis, CEO of Platform ONE, says: “We’ve built this software following feedback from a number of advisory firms from around the globe. To run such important client and investment data through spreadsheets in 2023 is resource-intensive and puts unnecessary risks on businesses.
“TRADE is purpose-built to nullify human error, saving time and providing a more secure way for advisory firms to aggregate/disaggregate and reconcile trades. Using a simple API plug-in, we can remove a significant amount of risk from adviser businesses and streamline an inefficient process.”
.jpg)