An advanced trading platform designed for active traders, featuring customizable layouts, advanced charting tools, and real-time analytics. It also provides direct market access and trading capabilities.
Technology that provides direct connectivity to trading venues, allowing for faster execution and greater control over trading strategies. These solutions minimize intermediaries and reduce latency in the trading process.
More Direct Market Access (DMA) Solutions
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Multi-Asset Support Ability to manage orders across multiple asset classes (equity, fixed income, FX, derivatives, etc.). |
StreetSmart Edge supports equities, options, and ETFs, which meets the multi-asset requirement across common asset classes. | |
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Order Modification Permits real-time modification or cancellation of orders. |
Platform provides real-time order modification and cancellation via its front-end. | |
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Real-Time Order Status Displays live status updates of all orders placed. |
Provides real-time status updates of all open and executed orders to users. | |
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Bulk Order Management Enables upload, placement or cancellation of multiple orders at once. |
Not as far as we are aware.* No documentation or user evidence of bulk order upload or management in standard functionality. Limited to individual and copy-trade order entry. | |
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Order Staging Prepares and stores orders before sending to the market. |
No information available | |
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Order Routing Logic Custom routing logic (rules, algorithms, markets) for different order types/instruments. |
No information available | |
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Order Capacity The maximum number of simultaneous open orders supported. |
No information available | |
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Advanced Order Types Supports stop, limit, market, iceberg, IOC, FOK, and other advanced order types. |
Schwab documentation indicates support for market, limit, stop, and stop limit orders; also has trailing and OCO (one-cancels-other) orders for advanced users. | |
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Special Instructions Support (e.g., DMA tags) Handles client-provided special order instructions or tags for routing. |
No information available | |
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Parent-Child Order Tracking Tracks the linkage and execution status of parent and child (algorithmic) orders. |
Not as far as we are aware.* No explicit tracking of parent-child or algorithmic linkage; platform is not primarily for institutional algorithmic trading. | |
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Order Validation Pre-trade validation for compliance and trading limits. |
Per product documentation, StreetSmart Edge performs pre-trade validation for order compliance and trading limits. |
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Exchange Connectivity Direct connections to multiple trading venues and exchanges. |
Provides connections to major US stock and options exchanges. | |
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Smart Order Routing (SOR) Automatically finds best price/liquidity across venues. |
No information available | |
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FIX Protocol Support Full FIX (Financial Information Exchange) messaging support. |
No information available | |
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Co-Location Options Offers proximity hosting near exchange data centers for latency reduction. |
No information available | |
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Direct Exchange Memberships Ability to use client or provider memberships for market access. |
No information available | |
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Latency Round-trip latency of order transmission to and from markets. |
No information available | |
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Bandwidth Supported bandwidth for order flow/data (capacity). |
No information available | |
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Availability (Uptime) Percentage of time platform is accessible. |
No information available | |
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Disaster Recovery Connectivity Redundant or backup connectivity paths. |
No information available | |
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API Access Availability of robust APIs (e.g., REST, WebSocket, proprietary) for integrations. |
Not as far as we are aware.* StreetSmart Edge does not advertise public or programmatic API access for retail clients/web integration. |
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TCA (Transaction Cost Analysis) Comprehensive post-trade and real-time analytics on execution quality and costs. |
Includes execution analysis and transaction reports post-trade. | |
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Pre-Trade Analytics Tools to estimate impact, spread, and market conditions prior to order submission. |
Not as far as we are aware.* No explicit pre-trade analytics for market impact or spread estimation present in platform marketing/documentation. | |
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Slippage Tracking Measures price impact between arrival and executed price. |
No information available | |
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Benchmarking (VWAP, TWAP, etc.) Compares execution performance to standard market benchmarks. |
Not as far as we are aware.* Does not provide direct VWAP/TWAP benchmarking tools, though users can chart such indicators manually. | |
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Venue Analysis Breakdown of execution across different venues and liquidity providers. |
No information available | |
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Real-Time Fill Quality Monitoring Alerts and reporting on execution quality as fills occur. |
No information available | |
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Customizable Analytics Dashboard Ability to create personalized views and reports. |
Dashboard and layout customization is a key promoted feature of StreetSmart Edge. | |
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Historical Data Retention Retention period for trade and analytics data. |
No information available | |
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Automated Alerts Customizable alerts for outlier/exception analytics. |
No information available |
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Native/Custom Algos Support for proprietary and third-party execution algorithms. |
No information available | |
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Algorithm Parameterization Users can configure and adjust key parameters for each algorithm. |
No information available | |
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Algo Scheduling Set start/end times and scheduling for algorithmic orders. |
No information available | |
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API for Algo Integration APIs to integrate custom algorithmic strategies. |
No information available | |
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Pre/Post-Trade Risk Controls for Algos Prevents out-of-bound algo behavior (e.g., fat finger, price limits). |
No information available | |
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Real-Time Algo Performance Monitoring Live tracking and monitoring dashboard for algo and child orders. |
No information available | |
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Backtesting Environment Sandbox to test and simulate algorithms with historical data. |
No information available | |
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Number of Concurrent Algos Maximum number of simultaneous algorithmic strategies. |
No information available | |
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Strategy Simulation Run simulations prior to live execution. |
No information available |
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Credit Limit Checks Checks for available trading limits in real-time. |
Pre-trade checks for enough buying power and margin are performed before order submission. | |
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Fat Finger/Order Size Limits Prevents erroneous order entry by applying size and price bands. |
Order entry is constrained by account limits, helping to prevent outsized order errors. | |
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Pre-Trade Compliance Checks Validates trades against regulatory and internal compliance rules. |
Platform validates orders against trading account permissions and compliance with US regulatory rules. | |
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Market Halt Detection Monitors trading halts and rejects incompatible orders. |
No information available | |
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Automated Rejection Automatic rejection of non-compliant or failed pre-trade risk orders. |
Platform will auto-reject orders that violate account rules, position limits, compliance, or market status. | |
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Real-Time Exposure Monitoring Updated view of exposures by trader, desk, or account. |
No information available | |
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Customizable Risk Rules Ability to configure new risk checks and scenarios. |
No information available | |
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Pre-Set Risk Profiles Predefined risk settings by account/user/group. |
No information available | |
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Alerting for Breaches Sends alerts for risk breaches or near-limit events. |
No information available | |
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Speed of Risk Evaluation Average time for risk checks prior to order submission. |
No information available |
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Customizable Dashboards Users can configure layouts, widgets, and displays. |
Highly customizable dashboard UI, widgets, and layouts per user. | |
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Web-Based Access Platform accessible through secure browser interfaces. |
Not as far as we are aware.* StreetSmart Edge is a downloadable Windows application, not web-based. | |
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Mobile Compatibility Access via mobile devices (iOS, Android). |
No information available | |
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Multi-Language Support User interface available in multiple languages. |
No information available | |
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Single Sign-On (SSO) Supports SSO integration for user authentication. |
No information available | |
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Real-Time Notifications Alerts, confirmations, and updates pushed live to UIs. |
Sends real-time order execution and alert notifications within the application. | |
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Theming/Branding Options Ability to apply custom color schemes/statements. |
Appearance customization (themes/branding) is supported for the user GUI. | |
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User Roles & Permissions Granular control over feature access and user entitlements. |
Enables fine-grained permissioning and user access control for account-level features. | |
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Drag-and-Drop Order Entry Quick entry and modification of orders via GUI. |
StreetSmart Edge GUI supports drag-and-drop order tickets. | |
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Keyboard Shortcuts Efficiency with hotkeys for common tasks. |
Keyboard shortcuts/hotkeys are supported for rapid trading and charting. |
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Automated Trade Capture Automatic capture and booking of executed trades. |
No information available | |
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Reconciliation Tools Automated reconciliation of trades with counterparts and custodians. |
No information available | |
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Confirmation Generation Ability to produce, send, and track trade confirmations. |
Provides downloadable and viewable electronic confirmations. | |
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Trade Allocation Post-trade allocation of executed trades to funds/accounts. |
Platform facilitates allocation of trades to different accounts for account holders. | |
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Regulatory Reporting Integration Automated generation and submission of required regulatory reports (MiFID, EMIR, etc.). |
No information available | |
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Client Custom Reports Customizable reporting formats for clients and stakeholders. |
Offers custom reporting functionality for trade history and activity. | |
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Audit Trail Comprehensive, immutable record of all post-trade actions. |
Not as far as we are aware.* Schwab retention policies are not synonymous with a tamper-proof audit trail at the platform feature level. | |
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Data Export Export data in standard formats (CSV, Excel, XML, etc.) |
Trade, account, and history data export in CSV/Excel format is available. | |
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Automated Settlement Instructions Handles STP (Straight Through Processing) for settlement operations. |
No information available | |
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Trade Matching Speed Average time to match and confirm trades post-execution. |
No information available |
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Regulatory Rule Engine Configurable engine for automatic application of current regulations. |
No information available | |
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Audit Logging Records every user action, system change, and trade event. |
No information available | |
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MiFID II / EMIR / Dodd-Frank Compliance Features to directly support global regulatory requirements. |
StreetSmart Edge is marketed as compliant with SEC/FINRA regulations; Schwab specifically meets US regulatory standards such as Reg NMS and basic European requirements. | |
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Surveillance & Monitoring Monitors trading activity for breaches or suspicious behavior. |
No information available | |
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Automated Flagging/Alerts Automatic alerting for compliance or behavioral thresholds. |
No information available | |
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Secure Data Archival Long-term, secure archiving of trade and communication records. |
Schwab archives trade history, communications and account activity long term, fulfilling secure data archival requirements. | |
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User Access Logging Tracks and records all user access events. |
No information available | |
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Encrypted Communications All user and system communications are encrypted (TLS, SSH, etc.). |
TLS/SSL encryption is utilized for all user and system communications in Schwab's platforms. | |
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Two-Factor Authentication Supports strong user authentication methods. |
Two-factor authentication is supported for Schwab accounts including those accessed from StreetSmart Edge. | |
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Reporting Automation Automatic generation and delivery of required regulatory reports. |
Schwab provides automatic regulatory reporting to FINRA/SEC. |
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OMS/EMS Integration Seamless integration with Order Management/Execution Management Systems. |
No information available | |
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Portfolio Management System (PMS) Integration Ability to feed and receive data from PMS solutions. |
No information available | |
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Custodian/Prime Broker Integration Trade and settlement connectivity with custodians and primes. |
No information available | |
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RESTful APIs Well-documented, open APIs for integration with in-house systems. |
No information available | |
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FIX Drop Copy Support Supports drop copy feeds for real-time trade notifications to third parties. |
No information available | |
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Data Feed Integrations Ability to ingest and export data feeds for trades, prices, and reference data. |
No information available | |
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Open Architecture Easily extensible and modular system design. |
No information available | |
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ETL Tools Built-in tools for Extract-Transform-Load (ETL) of external data. |
No information available | |
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Support for Industry Standard Protocols Integration support for standard protocols (SWIFT, FpML, etc.). |
No information available | |
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Workflow Automation Hooks APIs or tools to trigger or respond to workflow automation events. |
No information available |
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24/7 Technical Support Availability of live support around the clock. |
Charles Schwab offers 24/7 customer support, visible on their support and product pages. | |
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Dedicated Relationship Manager Access to a dedicated account representative. |
Clients get access to a relationship manager, especially for high-value accounts. | |
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Onboarding & Training Programs Structured onboarding and staff training offered. |
Offers onboarding and training for new and existing users as standard practice. | |
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Comprehensive Documentation Detailed user, API, and integration documentation. |
Comprehensive help documentation for StreetSmart Edge is available online and as embedded support. | |
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Service Level Agreements (SLAs) Agreed guarantees for uptime, support, and delivery. |
No information available | |
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Issue Resolution Speed Average time to resolve technical/support issues. |
No information available | |
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User Community/Forums Availability of active user or developer communities. |
Active online community forums for Schwab and StreetSmart Edge users provide mutual assistance. | |
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Multi-Channel Support Support available via phone, email, chat, and portal. |
Support available via multiple channels: phone, online chat, email, and customer portal. | |
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Regular Software Updates Scheduled updates and proactive vulnerability patching. |
StreetSmart Edge and Schwab systems are updated on a regular basis, with security and feature release notes posted. | |
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Onsite Support Availability Option to have support staff on-premises for key events/issues. |
Onsite support can be arranged for certain clients or events, including workshops and high net worth onboarding. |
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Data Encryption At Rest and In Transit All data is encrypted both during storage and network transfer. |
Data is encrypted at rest and in transit per Schwab's security disclosures. | |
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Regular Penetration Testing System and network regularly tested for vulnerabilities by third parties. |
No information available | |
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Role-Based Access Controls Granular access privileges based on job roles and responsibilities. |
Role-based permission controls are included in both platform and Schwab account user settings. | |
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Intrusion Detection and Prevention Active monitoring for suspicious or abnormal system activities. |
No information available | |
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Secure Audit Trail Tamper-proof logging of system and user activities. |
No information available | |
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Physical Security Physical data center security standards (biometric, CCTV, etc.). |
Schwab data centers are subject to industry-standard physical security controls. | |
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Data Retention Policy Configurable data retention and destruction policies. |
Data retention and destruction policies are configurable at the Schwab account administration level. | |
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User Activity Monitoring Real-time monitoring and logging of all user activities. |
No information available | |
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Disaster Recovery Procedures Pre-defined processes for recovery from major events or outages. |
Disaster recovery procedures are included in Schwab's business continuity planning and security statements. | |
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GDPR/Global Data Privacy Compliance Compliance with all recognized data privacy laws. |
Schwab provides GDPR and CCPA compliance for all user data and app platforms. |
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