TRADING & REBALANCING
One trading platform.
Total control.
Seamless execution.
Legacy trading tools make trading a headache. Amplify changes the game with block trading across multiple custodians, personalized real-time support from our team of institutional traders, and everything you need on one screen. Manage complex portfolios, enforce controls, and reduce training for your team with a platform that empowers smarter, more confident trading.
Block trading across custodians
- Execute block trades across multiple custodians simultaneously with ease.
- Use one interface for all custodians, eliminating the need to train staff on multiple systems.
- Gain full visibility into account-level trades for precise management.
Unparalleled trade controls
- Prevent overspending, selling what isn’t owned, or breaching regulatory thresholds (e.g., Reg T).
- Receive alerts for potential wash sales, large orders needing special handling, and Third-Party Manager trading.
- Set account- and advisor-level exclusions for personalized oversight.
- Enable firm-specific decentralization while maintaining central control when needed.
Simplified rebalancing and swaps
- Rebalance portfolios with model-based targets and advisor-defined tolerance bands.
- Swap out specific investments and reallocate holdings across accounts.
- Handpick accounts for precise adjustments, ensuring alignment with client strategies.
Tax-smart strategies
- Manage tax lots with clear visibility into short- and long-term gains or losses.
- Estimate tax impacts before executing trades to optimize outcomes.
- Enhance decision-making by minimizing inefficiencies tied to tax management.
More than technology: institutional trading expertise at your fingertips
Amplify’s trading platform is backed by a team of institutional traders who support your firm with risk management, compliance, and complex trade execution. Whether handling difficult securities, managing big orders, or navigating multi-custodian trades, our experts ensure your trading operations are seamless and compliant.
Simplify trading. Amplify results.
Take control of your trading operations with Amplify’s centralized platform—designed to streamline execution, optimize portfolios, and support smarter decision-making.