Empowering Investment Advisors with Innovative Robo-Advisor Services
Alpaca Trading offers a modern Clearing and Custody Platform designed to empower the next generation of investment advisors. With a highly flexible end-to-end platform, Alpaca enables users to build innovative robo-advisor services by utilizing a suite of APIs that facilitate a quick start. This platform allows for seamless integration of investment strategies tailored to meet the diverse needs of clients.
Tailored Solutions for Long-Tail Small Customers
One of the standout features of Alpaca Trading is its proprietary infrastructure and technology that cater to long-tail small customers. Alpaca makes it easy for investment advisors to serve clients with smaller average balances, with the ability to handle decimal places as low as 9. This level of precision ensures that even the smallest investors can access the benefits of robo-advisor services and participate in the market effectively.
Robust Operations Backed by Proprietary Technology
Alpaca Trading prides itself on its robust operations and proprietary technology. Registered with the SEC and a member of FINRA and DTCC, Alpaca has a proven track record of supporting over 150 global businesses. With experienced financial operations and compliance professionals, Alpaca ensures a secure and compliant environment for investment activities. This expertise enables seamless integration of stock and options trading into offerings, providing a streamlined experience for both investment advisors and their end customers.
Efficient KYC Process Integration for Instant Account Opening
Alpaca Trading simplifies the onboarding process through its KYC (Know Your Customer) integration. By leveraging existing KYC work for brokerage services via CIP API, Alpaca enables instant account openings for users who opt in. This streamlined approach ensures that investing can start right away, offering a convenient and efficient experience for both advisors and clients.
Regulatory Compliance and Broker-Dealer Operations Expertise
As a FINRA registered and DTCC Member correspondent broker-dealer, Alpaca Trading adheres to stringent regulatory standards. Licensed to directly onboard end customers, clear trades for other broker-dealers, and facilitate fund transfers, Alpaca offers a secure environment for trading fractional securities. The platform's expertise in compliance and broker-dealer operations allows global partners to seamlessly integrate trading services, create individual brokerage accounts, and enhance overall business operations.
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