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Third Party Integration
Portfolio Management
Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with the third-party portfolio management software providers listed below.
Contact your IB Sales Representative to request integration with a third-party portfolio management provider not listed below.
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Schwab Performance Technologies® |
GenevaAdvent’s global investment management and accounting solution. |
Captools/netInvestment portfolio management, ROI performance measurement and reporting software from Captools Company for investment advisors, money managers, broker/dealers, and others responsible for managing investment assets. |
PortfolioCenterSchwab’s portfolio management, customized reporting and billing management software. |
IB provides customers with the ability to download activity statements to any of the software providers listed above. For more information, see our Activity Downloads page, available under the Activity Statements tab of the Statements and Reports page.
Order Management Systems (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. Interactive Brokers is currently working to build new trading relationships with banks, brokerages, and other third-party OMS providers that might offer value to our customers. Contact your IB Sales Representative to request integration with a specific OMS provider.
Post Trade Allocations
Post trade allocation software lets you allocate trades to clearing brokers. You can use IB’s own Post Trade Allocations tool or a third-party software provider listed below.
IB Post Trade Allocations
IB'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 IB's PTA tool, see the Account Management Users' Guide.
Third Party Post Trade Allocation Software Providers
Interactive Brokers customers can request integration with the following third-party post trade allocation software providers. Contact your IB Sales Representative to request integration with a specific post trade allocation software provider.
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OASYS InformationDomestic trade allocation and acceptance service that communicates trade and allocation details between investment managers and broker/dealers. |