A wealth manager is a type of financial advisor that primarily offers high-net-worth individuals wealth management services. They usually offer comprehensive investment management, tax guidance, estate planning, financial advice, and sometimes even legal assistance. This means the accounts needed to support their services must be robust in their features, which can be difficult to find. Fortunately, one such broker that supports wealth managers is Exante. In this Exante review we take a look at what they provide for wealth managers.
Exante’s Wealth Managers account overview.
Exante’s Wealth Managers account allows users to bring in and manage multiple clients with ease. By signing up with a globally licensed and regulated broker, you can access a reliable counterparty network immediately. Exante provides over 600,000 financial instruments for its clients, including stocks, Exchange-traded funds (ETFs), bonds, funds, currencies, options, futures and more. Currently, the trading company holds $60 million in equity and 1.6 billion in assets in management (AUM).
The investment firm also allows its client’s flexible remuneration options so users can take advantage of its Referral Programme. Furthermore, Exante lets people allocate deals to unlimited accounts in a single click with a multi-account manager (MAM).
HTTP API
Wealth Managers can also take advantage of Exante’s HTTP API. IT can be set up in just a few minutes and can feed real-time broker data. Exante’s HTTP API allows users to build slick apps. These include creating price alert bots that can show live market quotes, price alerts and the current market stance. You can also create market stickers to send real-time rates to friends or an exchange rates bot to follow currency rates in real-time.
If you are unfamiliar with coding and programming, Exante has you covered. You can make use of Exante’s Market Bots in Telegram, which provides access to quotes, charts, and price alerts for all its financial instruments and markets. The bot works in both group and private chats, allowing a large degree of collaboration for traders.
For those who are a fan of stickers, they have the option of adding Exante Stickers in Telegram to share prices of financial instruments and cryptocurrencies. The stickers even update in real-time so when they are sent, people can see the current asset price. Or you can use the Exchange rates bot to follow the live dynamics of your desired currency.
Excel integration
Exante surprisingly allows managers integrations with Microsoft’s familiar software, Excel! In case you were worried whether any coding was involved, Exante’s website states that no programming skills are required. In fact, you can get everything straight from the familiar software package. Using Exante’s Excel integration, traders can create and apply algorithms of unrestrained complexity. Wealth Managers can also use the program to generate custom reports for their clients. By leveraging Excel’s built-in capabilities to analyse market data, users can access accounts, check quotes, and manage executions right from Excel. They can also develop and test pioneering strategies against the real market in real-time.
Compliance, audits, and regulations
If you are wondering whether Exante is a trustworthy or reputable investment firm, you will be pleased to know that the company is licensed and authorised in all locations that it is based. In Malta, Exante is licensed by the Malta Financial Services Authority (MFSA) and authorised by the Financial Conduct Authority. This means the firm can provide financial services to both retail and corporate clients, with the purpose of investing and trading.
In Hong Kong, the firm is licensed by the Securities and Futures Commission, while in the UK the company is authorised and regulated by the Financial Conduct Authority. In Cyprus, Exante is licensed by the Cyprus Securities and Exchange Commission. Exante is an Eu-based investment firm and is subject to MiFID II requirements.
In order to adhere to MiFID II requirements, this means Exante segregates its assets from its client’s assets. Additionally, customer funds are securely stored in separate bank accounts with large global banks, meaning managers can breathe a sigh of relief knowing their funds are being stored safely.
Customer care
For managers who are worried about Exante’s customer support, you will be pleased to know that the brokerage provides help whenever you need it. Exante’s support team is available around the clock, 24/7 for any type of query and can be contacted by phone, email, or chat. If you have registered an account with Exante, you can also contact them through the Client’s Area.
If your first language is not English, Exante can still support you. In fact, they can provide multi-language support in German, Italian, Portuguese, Russian, Spanish, and many other languages. Exante’s official website further guarantees that their support team will respond in under three minutes after receiving your query.
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