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InvestLab Product Overview
Citation preview
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InvestLab
CONFIDENTIAL & PROPRIETARY
CONFIDENTIAL & PROPRIETARY
InvestLab
Introduction
‣ InvestLab provides an on-demand financial technology platform that enables brokerage firms to reach global markets.
‣The world’s largest banks, brokerage firms and asset managers use our technology.
‣Our software as a service fee schedule is unique in the industry and allows you to “pay as you go”.
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CONFIDENTIAL & PROPRIETARY
InvestLab
InvestLab
CONFIDENTIAL & PROPRIETARY
Product Features
‣ Broker in a box - complete private label, global content, market connectivity, and client administration solution
‣ Pre-trade order vetting and multiple permission checks for risk and regulatory control
‣ Unique and industry compliant Social investing features for collaboration between users, support team & wealth managers
‣ Complete “Broker in a Box” for real-time client & order management, reporting, and options for post-trade processing
‣ Allows firms to quickly adopt new regulatory and market mandates
‣ Multi-asset, multi-currency, multi-lingual and broker neutral for maximum customisation
‣ REST API to build new features on top of existing services
‣ Rapidly develop new client interfaces for web or mobile
‣ Integrate third party apps directly into MIX or run as a stand alone offering
MIX Administration
InvestCloud
MIX Client
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CONFIDENTIAL & PROPRIETARY
InvestLab
InvestLab
CONFIDENTIAL & PROPRIETARY
Broker in a Box
MIXAdmin
InvestCloudMIX
ClientInvestors
Execution Brokers Data
Providers & Other
DestinationsExchange
s
Clearing Houses
Global Custodian
Banks
InvestLab’s “Broker in a Box”
An end-to-end, white label solution for our clients
‣ Comprehensive platform that includes OMS/EMS, pre-trade risk, reports, and 100+ other features.
‣ Linked to post trade processing facilities for corporate action and other general account updates.
‣ Dual risk controls and reporting for maximum efficiency and reconciliation.
‣ Available API and rule based system to allow Clients to build upon or customize the offering.
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CONFIDENTIAL & PROPRIETARY
InvestLab
InvestLab
CONFIDENTIAL & PROPRIETARYCONFIDENTIAL & PROPRIETARY
InvestLab
Software Architecture
Technology Highlights
This end-to-end development stack enables us to offer our clients a full “broker in a box” service.
‣ Enterprise architecture for stability, security, and scale that we back with a Service Level Agreement.
‣ Ability to scale on-demand due to stateless service architecture and hybrid cloud infrastructure,
‣ REST API for maximum cross platform deployment (web, mobile, apps).
‣ Flexible and adaptive components that allow for easy upgrades and enhancements with limited (if any) downtime.
‣ Proven technology stack used by leading internet and financial companies like Google, Oracle, IBM, Merrill Lynch and Goldman Sachs.
‣ Passed multiple external assessments and audits with exams for technology and operational procedures by major banks.
Web Browser
RESTful Web Services (XML or JSON)
iOSAndroid /Others
Javascript ActionScript Objective-C
CocoaExtJS Flex
Java
JAX-RS
OMS/EMSReport Eng.
Rules Acct Mgt
Multi Service Containers & Messaging Database
Java Virtual Machine
Red Hat Enterprise LINUX
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CONFIDENTIAL & PROPRIETARY
InvestLab
Security Layers
Security
Our security practices are monitored and verified and follow the same 256-bit encryption and physical security that most banks use.
‣ All messaging is 256-bit encrypted. This prevents hackers from “tapping” a data conversation.
‣ Login credentials are encrypted and additional tokens are an option.
‣ Fully hosted in a tier 4 data center with facilities in Asia and the US. The same data centre with leading financial companies and Exchanges.
‣ Granular access controls and networking segmentation between transaction, history and user data.
‣ Passed multiple external assessments and audits with exams for technology and operational procedures.
MIX Client users
MIX Admin users
SSL 256-bit encryption
FirewallAuthentication
Intrusion detection system
Firewall
Tier 4 Data Centers: USA Tier 4 Data Centers: Asia
Verisign technology
Application servers
Physical security + audited operations
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CONFIDENTIAL & PROPRIETARY
InvestLab
MIX Client: Online Investing
Multi-market, multi-lingual, multi-currency
Private label and fully
customized (component
based) online trading platform
Pre-trade order validation and vetting for all markets and order types
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CONFIDENTIAL & PROPRIETARY
InvestLab
MIX Client: Research & Dashboards
Global market data with real-time or delayed streams
Drag and drop any widget to create custom dashboards. Name and save up to 10 dashboards.
Global reference data including corporate actions and security master
20+ data widgets including global heat map, top gainers/losers, indices, sentiment and
watch lists 8
CONFIDENTIAL & PROPRIETARY
InvestLab
MIX Client: MarketFloor Users connect with other like minded investors to
discover new opportunities
Wealth managers and account representatives
connect with users to form plans on
investments and answer questions
Leader board, follow the trade and ratings for users to gauge
performance against peers and to trade more often
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CONFIDENTIAL & PROPRIETARY
InvestLab
MIX AdministrationCustom reporting on firm, user and account activity
Role based authorization for internal access and
control
Real-time buying power, balances, positions and
trade management
Connectivity to your internal systems
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CONFIDENTIAL & PROPRIETARY
InvestLab
Summary‣Comprehensive broker in a box solution for
retail brokerage firms, wealth managers or banks.
‣Enterprise architecture and bank level security.
‣API for custom app development and deployment.
‣Software as a Service fee schedule so you “pay as you go” without costly implementation and maintenance fees.
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