Barron's 4.5 Stars 2014 Open an Account Button Contact Us Login Log In Log into

Trading Technology




Third Party Integration




Easily integrate your PT data with third-party portfolio management, order management, post-trade allocation and compliance software!



Portfolio Management



Order Management



Post Trade Allocations



Track Employees







Portfolio Management





Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Place Trade clients can currently request integration with the third-party portfolio management software providers listed below.

In addition to the download solutions listed below, a number of other third-party providers offer portfolio management and tax reporting packages that integrate with our HTML downloads. Contact the provider for details.

Contact us to request integration with a third-party portfolio management provider not listed below.


Place Trade Reporting Integration Tool


We provide a reporting data feed from the PT generic reporting interface for clients who want to integrate that data with third-party software not listed on this page.





Download to:




Third Party Portfolio Management Software




    Back to the top  


Order Management




What is an order management system (OMS)?

An order management system (OMS) is a software system designed to efficiently execute securities orders in a cost-effective way. Brokers and dealers use an OMS to fill orders for different types of securities and track the order progress through the system. Place Trade maintains trading relationships with the third-party OMS providers listed below.



  ABN Amro   Imagine Software
FIX CTCI integration
  ADP/Broadridge   InfoReach   RealTick
  Advent Moxy
Order routing
  Insinet/Newport   REDI
  Bloomberg EMSX   IRESS   Sterling
  Charles River Systems, Inc.1    LineData   Sungard GL Trade
  ConvergEx Eze Castle Software
FIX CTCI integration
  Neovest   Thomson/BETA
  Fidessa   New Edge   Tradeware
  FlexTrade Systems
Order routing
  Nexa   Tradeweb


1 Our clearing firm is certified with this OMS provider.


Please Contact us to request integration with a specific OMS provider.



  Back to the top  


Post Trade Allocations




What is post trade allocation software used for?

Post trade allocation software lets you allocate trades to clearing brokers. You can use PT's own Post Trade Allocations tool or a third-party software provider listed below.

PT's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock and option orders post-trade. The PTA tool, available from within our Account Management software, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.

For more information about PT's PTA tool, see the Account Management Users' Guide. You may log in to Account Management with your PT username and password.


Please contact us to request integration with a specific post trade allocation software provider.


  Back to the top  






Looking for a better way to track employee data?

PT provides a data feed to EmployeeTrack Compliance Officers who want to integrate their data with third-party software.


We provide data feeds for the following third-party software:
  • CCH
  • Compliance11
  • Compliance Science
  • Financial Tracking
  • Cordium
  • Star Compliance
  • SunGard
  • TerraNua

To request a third-party data feed for your EmployeeTrack data, send a request via email to This email address is being protected from spambots. You need JavaScript enabled to view it. or contact us directly.


EmployeeTrack Data Feed Integration Guide

Compliance Officers with EmployeeTrack accounts can request a data feed from the PT generic reporting interface to integrate that data with third-party software NOT listed on this page.





Learn more about retirement planning by visiting some of the links below:

Roth IRA



Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:

Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts