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TradeX Ltd
Active users
Name
Role
CRM
Investments
Orders
Payments
Documents
TradeX Ltd
UBO
Yes
Yes
Yes
Yes
Yes
TradeX Ltd
Power of attorney
Multiple
Yes
Yes
No
Multiple
Client relations
Investments
Orders
Payments
Documents
Account details
Portfolio analysis
Order management
Your accounts
Onboarding
Onboarding
Portfolio allocation
Model rebalancing
Transactions
Reporting
Portfolios
Performance
Order blotter
Transactions history
Fees
Transactions
Historical orders
User admin
Models
Securities holdings
Messaging
Products
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