Our trade order management system is fully integrated into our portfolio management software. Multi-currency trading tools use real-time pricing and send trades over a FIX connection.
Start with any of the FinFolio trading tools, like the trade and rebalance wizards, and create trades at the subaccount level. Then block those trades into larger working blocks that can be split across executing brokers. Those trade blocks can be worked via phone and fax using trade tickets, but most users choose to send them electronically via the FIX network for automatic execution. On completion, the fills are allocated back out to the subaccounts.
Different clients have different investment preferences. Set security restrictions and minimum/maximum levels for each client. Monitor individual securities, sectors, asset classes, or other security classifications.
Trade restrictions lay on top of the other trading tools like the rebalancer and trade wizard. Once restrictions are created, they will warn you no matter how your trades are created.