Managed Accounts
Allocate trades across individual client accounts.
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About this directory and its research
Research broker and technology offerings for master orders, block allocation and client-account reporting. Manager access and trading authorization depend on the provider and jurisdiction.
This directory covers allocation to individual trading accounts. Fund NAV and investor-capital accounting are researched in the separate Fund Accounting directory. A manager trading demo, a paper account and a sales demonstration are different ways to evaluate a product.
Browse the complete provider research records.
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Know what the evidence establishes.
Documented means the service appears in official sources. Conditions apply means access or configuration needs specific confirmation. Requires Verification means the evidence is incomplete. Not offered is reserved for an explicit, scoped exclusion.
This initial research covers 19 firms. It is not a complete worldwide directory or an endorsement. Availability is recorded by product and research scope, not assumed across every affiliate. No institutional account, allocation or accounting system has been tested.
Software, broker services and independent fund administration are different engagements. Confirm the exact modules, responsibilities, client countries and evaluation setup with the provider.