---
title: Trade Order Management System FIX Straight-Through | FinFolio
description: FinFolio is a full order management system integrated into our portfolio management software.
---

[![FinFolio | Portfolio Management Software](https://www.finfolio.com/hs-fs/hubfs/finfolio-3a.png?width=145&name=finfolio-3a.png)](http://finfolio.com/)

<https://www.finfolio.com/software/>

<https://www.finfolio.com/software/>

[# [« Back to Features](https://www.finfolio.com/../features)

](https://www.finfolio.com/software/)

# Trade order management. But easier.

Our trade order management system for money managers is fully integrated into our portfolio management software. Send trades over a FIX connection.

![dual-screen-trading.jpg](https://www.finfolio.com/hs-fs/hubfs/mockups/dual-screen-trading.jpg?width=1664&name=dual-screen-trading.jpg "dual-screen-trading.jpg")

 

  

 

## Block trades and send them over FIX.

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.

## Trade order management system with real-time pricing.

FinFolio queries your real-time pricing provider to give you up to the minute (or second) pricing. All trading tools will initiate price queries automatically based on parameters you set. Prices are cached between queries and you can adjust the timing of the refreshes. 

  

## Avoid unwanted securities, sectors and asset classes.

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.

 

 

 

Wealth management simplified

[![Schedule Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48)

### About FinFolio

FinFolio​ makes **portfolio management software** for investment advisors and professional wealth managers.  
 

### Connect With Us

<http://finfolio.hs-sites.com/blog/rss.xml><https://twitter.com/FinFolio>

### From Our Blog

### Get Updates

### Contact

FinFolio  
3000 Lawrence Street, Suite 6  
Denver, CO 80205  
[(720) 206-0660](tel://720-206-0660)  
[sales@finfolio.com](mailto:sales@finfolio.com)

[PRIVACY](https://docs.google.com/document/d/1Ddfo2Qo0Fej5n5PdUtAKdqeTMNvSDhIUZfVTwYiRLNU/edit?usp=sharing)