We offer Custody, Depositary and Brokerage services, including offshore vehicles, covering all types of financial instruments and underlying assets.
Brokerage
Platform & Tools
Multi-currency and multi-asset Swiss Bank account with Swiss IBAN
Direct access to global markets
Online transactions for the majority of listed products:
Equities, bonds, funds, ETFs, options and futures, structured products, fiduciary deposits, Spot & Forward FXExtended range of analysis services:
Equity Analyzer, Portfolio Analyzer, Warrant Chooser, Fund Finder, Fund Optimizer, Order BookLevel 3 System connection to guarantee the highest level of security
Swissquote Professionals
View and manage all of your client accounts via a consolidated dashboard
Read-only or Trading access for you and your clients
Transmit collective orders
Create group of clients according to different criteria and strategy
Transaction confirmations available in PDF
Create your portfolio template and add your clients to the correspondent strategy
API (Application programming interface)
Real-time reporting on demand: account statement, TWR and MWR reports
Forex Prime
All-inclusive solutions to empower your business
Emphasizing innovative online services and software development since 1997, we have established strong relationships with hundreds of financial institutions around the world, who reduce their operational and trading costs while increasing trading volumes and revenue from brokerage thanks to our solutions.
Liquidity & Execution
solutions
Highly competitive institutional pricing on 130+
financial instrumentsCustomizable, aggregated stream of 17 Tier 1 bank
and non-bank liquidity providers100% STP, fully transparent, reliable Forex execution
Official Integral OCX Clearing Bank
First-rate banking
solutions
Segregated corporate bank accounts
Multicurrency accounts with conversion options
Online Internet Banking monitoring
Detailed reporting and dedicated support
Credit facility
& give up
Credit lines for trading
Bridge loans
Prime broker give-up setups: 3 and 4 way
White-Label leading – edge
trading technology
MT4 and MT5 Gateway Solutions
Integral FIX API
Proprietary FIX API compatible with most liquidity
hubs and aggregators (Integral, Prime XM, OneZero,
FxCubic, Gold-I and cTrader)
Robo-Advisory
With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name.
White label - a swift and efficient solution
With our white label solution, you can offer your end clients a robo-advisory service - online and in your company's name.
10+ years' experience in the white label business
Fully-integrated execution, reporting and monitoring tools
Own fully-customised platform under your own brand
Cutting-edge technology in the FinTech sector
Reliable hosting, IT services and technical support
Complete control - your end clients are and remain your clients
Award-winning technology
Our Robo-Advisor is based on the same algorithms as the Swissquote Quant Fund, which received the Lipper Fund Awards for the best performance over three years in 2016. We developed this user-friendly platform to bring its innovative technology within reach of everyone.
Depositary Services
Absolute reliability and security at all levels
As a Depositary, we appreciate the importance of partnership based on long-term business relationships built on integrity and discretion. We believe it is important for a Depositary to think and act in the spirit of partnership, have a strong balance sheet and excellent risk management. We are committed to deliver the highest level of specialised service ensuring compliance with investment regulations, allowing you to concentrate on your core business with absolute peace of mind.
Fund Structures serviced
Malta-based UCITS, AIF, NAIF, PIF, VC
PIF and Loan FundsOffshore-based Fund Structures
Asset Classes serviced
Stocks, ETFs, fixed income, money market products,
derivatives, FX, funds and structured productsPrivate equity
Real estate
Cryptocurrencies
Precious metals and commodities
Core Services
Cash flow monitoring
General oversight
Custody
Asset Servicing
Liquidity facilities
Trade Execution & Settlements
Payments and Settlements
Accessibility & Platform
Online Fund Subscription/Redemption Account
Online Fund Securities Account
Direct access to Trading Platform and over 3 million ISINs
on 60 stock exchanges and OTC in stocks, fixed income,
funds, ETFs, options and futures, warrants, structured
products, FX, cryptocurrencyLevel 3 System providing the highest level of account security
Advantages
Multi-currency, Multi-user, Online Fund Accounts
Efficient on-boarding process
A comprehensive technology-based service offering
Long-standing Top-Tier Global Custody relationships
Strong Tier-1 Capital Ratio & Balance Sheet