Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business.
Our platform is built on years of industry knowledge and hands-on experience delivering solutions designed to integrate efficiently with your current operations. A robust single data source drives our product knowledge. Our fully integrated front, middle and back office platform streamlines operations and trading, and is designed to ensure data integrity. In addition, our flexible, parameter-driven system allows for customization to meet unique business objectives, with application and service reliability and scalability. HilltopSecurities’ high-touch service experience is tailored to fit your needs.
Our systems and interfaces provide easy access to other customizable solutions.
AdvisorEXP - This real-time broker information system provides tools that empower advisors to efficiently manage the daily tasks of brokerage business.
BondPro - Provide access to numerous dealer inventories at a touch of a button. Find what you are looking for with advanced sorting features and create professional sheets in seconds.
Sterling Trader Pro - A professional equity and option trading platform, Sterling Pro provides access to more than 50 trading destinations with custom rule management and complete risk management for supervisors. The platform is seamlessly integrated with our Advisor platform for easy management of rebalancing orders.
RealTick - Enables traders to execute trades across liquidity venues - incorporating real-time position, execution analysis and advanced trading tools to optimize execution performance and management of investment strategies in a single platform.
ETNA Trader - Delivers a unique experience to traders with many ways of customizing the platform and maximizing their value position.
Protegent - Through a partnership with Protegent Hilltop is offering an interface to increase visibility into potential risk factors while increasing operational efficiency and regulatory transparency.
Artisan - This interface can be used to review flagged items on a per-transaction basis by generating mismatch reports to instantly increase issues, possible sustainability problems, and suspicious activity.
Fixed Income - We provide high-touch fixed income support for clients. Our experienced traders answer questions, assist with issues and provide real-time market insights. We are among the largest fixed income underwriters in the nation and a leading public financial advisor. We share our knowledge of the fixed income markets to inform and equip our clients. We also interface with trading platforms such as Bloomberg, Zia, Fabkom and CapeLogic.
C5 Solutions for Broker-Dealers by Techmate - Provides the critical elements of Commission Management, FINRA Compliance Books & Records, Imaging, DOL Load Leveling and Trail Handling, Customer Data Aggregation, Continuity Planning through consistency of systems and training, and Consulting Services to assist the broker-dealer in developing a “technology implementation timeline” that fits budget, staff, field force, business mix and workload distribution through our mobile solutions.