Omnibus Solution for Broker-Dealers
Consolidate client accounts into an omnibus structure
to manage and execute trades on their behalf while maintaining privacy.
Key Advantages of Omnibus Accounts
Account
Consolidation
Combine multiple client transactions into one account to simplify record-keeping and trade execution processes.
Client
Anonymity
Protect client details by withholding them from clearing firms, ensuring privacy and secure operations.
Operational
Efficiency
Manage transactions internally to reduce administrative overhead and improve overall operational efficiency.
Global
Scalability
Support accounts and compliance across regions, ideal for international clients and financial institutions.
Omnibus account use cases for U.S. Market entry
International Brokers
Easily access the U.S. market with omnibus accounts:
- Partner with U.S. brokers to meet SEC requirements and trade with U.S. investors.
- Save costs by reducing custodians and lowering fees for market expansion.
Wealth Management Companies
Simplify portfolio management with omnibus accounts:
- Manage portfolios efficiently and reduce time spent on admin tasks.
- Improve risk oversight with consolidated accounts and better portfolio visibility.
Benefits of Omnibus Solutions with ETNA Trader
Security, Data Insights, and Flexibility
Data Security
Reduce the risk of data breaches by keeping individual investor details undisclosed to external parties.
Improved Risk Management
Apply consistent risk controls across all sub-accounts to mitigate exposure.
Flexible Integration
Integrate seamlessly with existing systems and workflows, adding an extra back-office layer within the ETNA Trading Platform.
Real-Time Data
Access real-time market data and account information for all sub-accounts instantly.
Customizable Reporting
Generate tailored reports for compliance and clear client communication.
Operational Efficiency and Compliance
Streamlined Operations
Manage multiple accounts through a single interface, reducing administrative overhead and brokerage fees while simplifying tasks.
Bulk Execution/Cost Effective
Execute trades in bulk, reduce transaction costs, and negotiate better exchange rates for client savings.
Enhanced Compliance
Utilize built-in compliance tools to meet U.S. regulatory requirements with ease.
Scalability
Easily handle growth in client base and transaction volumes without compromising efficiency.
Client Privacy
Ensure client privacy by masking individual transactions within the omnibus account.
Why Choose ETNA Trader for Omnibus Accounts?
Simplified Account Management
Consolidate accounts into one structure to reduce workload and improve efficiency.
Cost-Effective U.S. Market Access
Help clients enter the U.S. market with efficient tools and lower operational costs.
Expert Guidance and Compliance
Trust ETNA to navigate legal frameworks and ensure regulatory compliance.
