Investment Management

At Tradesocio, we understand that the needs of the Investment Managers require the best state-of-the art technology to provide effective client service to strengthen their advisor-client relationships. Our digital technology provides user-friendly investment management solutions that can efficiently handle the intricacy of investment management in various markets.

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The Investment Manager can be assured of being the most competitive on the market by providing reliable data to accurately manage and value portfolios thus, delivering a high-quality service to their customers. Our solutions automate processes such as onboarding clients quickly and adhering to compliance regulations, and in doing so provide an enhanced operation activity.

Explore our award-winning Investment Management products.

Our Main Products for Investment Management

Robo Advisor

Robo Advisor is an investment tool that is designed for passive investors with an easy-to-use interface and real-time quotes, news feeds and charting tools.

Separately Managed Accounts

Separately Managed Accounts (SMA) is an investment management platform by Tradesocio that allows investors to browse and invest in Managed account offerings in real-time.


Brokers and Capital Markets

Given the competitive nature of the Brokerage industry, our brokerage customers can be reassured to always stand at the forefront of innovation with our ready-made and client-tested brokerage trading platform solutions. Our solutions feature advanced technological infrastructure and provide accurate real-time data, with engaging dashboards and reporting tools which create a holistic trading experience.

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We enhance platform performance through customizable server deployment and provide scalability according to the brokerage’s growth requirements. Our solutions provide a lower operation cost and an efficient model for operations. Users can enjoy seamless connectivity to global exchanges and access various trade operations with exceptional control and flexibility. We accelerate business growth in the brokerage industry today.

Learn more about our award-winning Brokerage and Capital Markets products.

Our Main Products for Brokers and Capital Markets

Investor Trading Platform

The Investor Trading Platform is an easy-to-follow platform that enables investors and traders to place trades and monitor accounts through a financial intermediary.

Mirror Trader

The Mirror Trader is an easy-to-use ‘social trading’ technology platform by Tradesocio. It allows customers to mimic the trades of experienced and successful professional traders.