Allocation
The Theorem Allocation module facilitates a more controlled, transparent, and automated process by connecting to your execution accounts and delivering instructions automatically. Theorem can connect to virtually any broker and can ingest trade capture from executing brokers, trade files or via manual entry. Seamless integration with execution and clearing brokers. Ability to select percentage
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Editorial Team
- May 12, 2021
- 1 minute
The Theorem Allocation module facilitates a more controlled, transparent, and automated process by connecting to your execution accounts and delivering instructions automatically. Theorem can connect to virtually any broker and can ingest trade capture from executing brokers, trade files or via manual entry.
- Seamless integration with execution and clearing brokers.
- Ability to select percentage or quantity-based instructions.
- Change account percentages with immediate effect or for future allocations.
- Best fit algorithm complements traditional allocation methodologies.
- Create or change workflows on the fly without on-boarding time.
