Financial Industry

For the financial industry, Real X offers Real Time portfolio data update, as well as work flow and reporting solutions.

Getting timely information on a real time bases is curcial to the financial industry. Real X works with one of the leading brokers/data provider systems (Interactive Brokers) to get financial data like:

Real Time stock quotes
Account balance and Buying Power

Frontier Financial Advisors
Real time position calculation for multiple clients using current stock price, buying power, and account type
Historical prices (daily and intraday)
Trades, positions, profit/loss
SMA (Separate Managed Account) data

Real X can work with our clients on

Obtaining all the above data in real time
Calculate position sizes
Allocation between securities
Placing trades
Monitoring trade progress and success

To find out more, contact us today!

Customizing Interactive Brokers API