EXANTE: Diversifying
your clients’ portfolios with a human touch
Global coverage
and personalised service from day one
- markets
- instruments
Bring in clients and manage multiple client accounts at ease. We’ll be there for you at every step you take. In person.
Sign up with a globally regulated broker (UK, EU, Asia) and access 50+ markets out of the box. Match your clients with 1,000,000 instruments: stocks and ETFs, fixed income/bonds, options, futures, metals, currencies and more.
Highlights
Your financial partner on call 24/7: dedicated manager, round-the-clock support
All classes of instruments from a single multi-currency account
Cross margin: long positions in bonds and equities as collateral to unlock new assets
Fast FIX API connection to automate your trades
Advanced multi-account management
Run your clients’ strategies in just a couple of clicks, scale up your sub-accounts and portfolio.
The Multi-Account Trading (MAT) module allows you to allocate deals to an unlimited number of accounts in a single click.
Manage multiple end clients at no additional cost
Trade from a centralised dashboard
Choose your quantity allocation parameters
No AUM or trading volume restrictions
US stocks, ETFs, bonds at a competitive rate
Direct market access to US stocks.
Top-tier securities: US Corporate, US Government.
From $0.02 per stock
Trading commissions only
No account management charges
Flexible rates, custom setups
Set up a fund
with EXANTE
You manage the fund – we do the rest
- Accept end clients
- Transfer your existing portfolio
- Create a new setup from scratch
How does Eurostream help?
Opens all accounts
Calculates NAV, allocates shares
Assists in setting up a fund in a required jurisdiction
Ensures clients, asset managers, regulators and compliance are satisfied
Secure marketplace for investors and asset managers
SETUP
- Fund registration
- Bank account opening
ADMINISTRATION
- Trade, portfolio and cash pricing and reconciliations
- Foreign currency exposure and hedging accounting
- Calculation and disbursement of applicable fund fees
- Multi-currency portfolio accounting
- NAV calculation
INVESTOR SERVICES
- Investor registry
- KYC for new investors
- Process fund subscriptions, redemptions and withdrawals
ACCOUNTING SERVICES
- FS, FATCA, AR reporting
Secure marketplace for investors and asset managers