Documentation

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Documentation

This page provides a comprehensive overview of all documentation and resources that support our platforms and tools.

Release Notes

Platforms

APIs

Tools

  • Portal (for Individuals, Advisors and Brokers)
  • PortfolioAnalyst
  • Statements and Reports
  • Student Trading Lab

User Guides

Platforms

  • Client Portal
  • Trader Workstation (TWS)

Education

  • Student Trading Lab: Professors' Guide
  • Student Trading Lab: Students' Guide

Tools

Individual Accounts

  • Application Guide
  • Client Portal
  • PortfolioAnalyst
  • Reporting Reference
  • Secure Login Systems
  • Tax Optimizer

Institutional Accounts

  • Administrator Portal
  • Advisor Portal
  • Application Guide
  • Broker Portal
  • Client Risk Profile
  • Compliance Portal
  • EmployeeTrack Data Feed Integration
  • EmployeeTrack Pre-Trade Compliance
  • Enhanced Client Activity Monitor (eCAM)
  • Mass Upload (PDF)
  • PortfolioAnalyst
  • Pre-Trade Compliance
  • Proprietary Trading
  • Reporting Integration
  • Reporting Reference
  • Secure Login Systems
  • Tax Optimizer
  • User Access Rights

Frequently Asked Questions

General Topics

White Papers

  • Impact Tools - Responsible Investing
  • Social Market Analytics (SMA) - Market Sentiment
  • PortfolioAnalyst White Papers
    • Interest Rate Sensitivity
    • Performance Attribution
    • Money Weighted Return and Time Weighted Return
    • Risk Measures and Exposure
    • Budgeting
    • Retirement Planner
    • Tax Planner - United States

S&P Rating