Market Street Advisors: Portfolio Management

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Features & Services

Process Efficiency for Managed Accounts

Home

About Us

Services Provided

Trade Order Management

Portfolio Accounting

Performance Measurement

Data Warehousing

Reporting

Real Time Reconciliation

Workflow

Client Support & Services

Connectivity

ETF Capabilities

Press Room

Additional Information

Trade Order Management

Market Street Advisors streamlines the process of portfolio management by providing the tools you need with an intuitive interface and workflow.

The system:

> Blocks trades
> Facilitates trade communications
> Allocates trades
> Manages model portfolios
> Automates rebalancing
> Optimizes tax lots
> Applies client and portfolio restrictions
> Shows pre-trade and post-trade compliance

Of Note: In Focus: Buy Lists & Replacement Securities "The buy list functionality integrated into Market Street Advisors’ system uses an ordered list of equity securities provided by the investment manager."