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Introducers and Referring Parties
In today’s fiercely competitive market intense challenges are faced in the quest to grow one’s customer base. Pinnacle is in a unique position to help address these challenges.
Pinnacle has a long and proven track record of providing broker-dealers, financial intermediaries and Portfolio Managers with the comprehensive, end-to-end trading solutions. Pinnacle supports introducer relationships covering clients in over 50 countries. The depth of our ties testifies to the value we provide. Years of successfully deploying such strategies have provided Pinnacle with invaluable insight and experience in this field. Whether you are an established firm or start-up operation, we are able to provide the tools and resources that will allow you to take your business to the next level.
Pinnacle offers a true partnership approach. We recognize that by understanding your particular business targets we can measure these against your requirements in establishing a proactive cooperation. Our goal is to ensure a successful long-term relationship under a value added experience.
Below are a few of the benefits of establishing an introducing relationship with Pinnacle:
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Electronic and traditional phone brokered access to equities, options, futures, fixed income and forex across more than 85 global trading venues, including stock, option and future exchanges, MTFs, Alternative Trading Systems and Dark Pools |
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Best-of-breed, multi-currency, multi-asset desktop and web-based trading platforms covering all experience levels of traders |
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FIX API solutions for integration of your existing order management system, algorithmic black box or third-party front-end |
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Specialized solutions for introducers including co-branding and full white label services, sophisticated backoffice and account tracking tools under commission sharing agreements |
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Customer integration team to ensure efficient, hassle-free, coordinated integration of new clients |
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Complete suite of applications for pre-trade risk management and real-time trade monitoring |
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Online database offering unparalleled access to all aspects of end users trades including commissions, routing preferences and equity swings |
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Scalability, back-end flexibility and easier integration with any existing back office systems |
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Training and support for your management, sales or marketing teams |
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Commission Sharing
Pinnacle's commission sharing services simplify, accelerate and automate the sharing process. Introducers receive real-time information and tools for intraday monitoring of trade details, commission sharing amounts, invoices and reporting.
Comprehensive co-branding and full white label solutions to ensure local brand identity is maintained.
Pinnacle can provide comprehensive co-branding and full white label solutions to ensure you maintain your local brand identity when introducing clients to Pinnacle. We work closely with each prospect throughout the planning and launch phases to ensure successful, long-term business needs. Our in-house design and technology specialists can assist in all the aspects of the white label program - providing a quick and cost effective solution.
Risk Management
Pinnacle and our clearing partners utilize robust and dynamic risk-management techniques and are committed to ensuring that these are tantamount with best market practices. Clients' trading activities and market trends are monitored in real time to measure and manage risk effectively. Intermediaries are provided the ability to view all introduced accounts in real-time through a master user with the ability to trade authorized accounts. Multi-level risk management systems ensure that all client orders are risk-checked on a pre-trade basis and automatically rejected if they breach hard-coded account limits.
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