Institutional Offering

National Financial's open-systems architecture is designed to support your trading needs via a combination of your technology and ours. We can link your proprietary or third-party order management systems to our systems on a real-time or batch upload basis, depending on your needs.

You may be able to increase your back-office efficiency by leveraging our automated institutional processing systems, which streamline both street-side processing and customer-side allocation management.

In addition, we offer a selection of online post-trade management tools, such as our interactive ID system, open items/broker fail reporting, and a real-time online P&S balancing engine, along with online operational reports, and interfaces to commission management systems.

The Fidelity Capital Markets block desk is always available as an excellent source of additional liquidity for working orders, or simply as a source for market information to assist your traders.