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Technology

01

Manage and Expand your Business

Our technology platform is built on years of industry
knowledge and hands-on experience. The result is a solution that integrates efficiently with your current operations, is fully customizable, and delivers the highest level of data integrity and security.

02

MOmentum Advisor

MOmentum is HilltopSecurities’ state of the art dashboard for wealth management professionals and clients. MOmentum Advisor simplifies and streamlines your daily workflows while putting powerful cutting edge tools at your fingertips.

MOmentum Advisor features include:
  • Dashboard Views including Top Accounts, Top Positions, Firm News, Research, Market News, Quick Quotes, Alert and Items for Attention functionality
  • Equity, Option, Mutual Fund, Fixed Income, UIT and Block Order entry
  • In addition to Compliance, Exception and Management Reports, an ad hoc, on-demand and exportable Reporting portal for Activity, Positions, Order Status, ACAT Activity, MTD&YTD Production (including Commission, Sales Credit and Advisory Fees) and Retirement Account Management at the Firm/Branch/Rep/ Account level
  • Gain/Loss Tools, Tax-Lot Accounting/Order Entry, Estimated and Pending Income tools
  • Firm Settlement Reporting aggregated daily throughout the production month
  • Images of Client Statements, Confirmations, Tax Documents, Client Agreements, Letters and Forms that can be viewed, downloaded, or printed
  • Secured Access to Hilltop’s Operational workflow engine for submission and tracking of Service Requests with status and resolution tracking, New account opening and account update functionality, and Cash Disbursement request submissions
  • MOmentum Client and MOmentum Mobile offer much of this functionality to your clients in a consistent layout
Cutting Edge Technology at Your Fingertips
Our systems and interfaces provide easy access to an array of powerful, customizable solutions.
Bloomberg’s Trade Order Management Systems (TOMS) delivers multi-asset solutions for trading and middle- and back-office operations. Integration with the Bloomberg Terminal provides real-time news and data.
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.
Enables traders to execute trades across liquidity venues, incorporating real-time position, execution analysis and advanced trading tools. Optimize execution performance and management of investment strategies in a single platform.
Direct Access Software (DAS) trading software provides brokerage solutions, efficient and reliable executions, as well as customizable market data.
Delivers a unique experience to traders with many ways of customizing the platform and maximizing their value position.
Increase visibility into potential risk factors while increasing operational efficiency and regulatory transparency.
Instantly identify potential issues, sustainability problems, and suspicious activity with on-demand mismatch reports.
Open architecture trading platform for multiple types of assets with a personalized workspace.
Asset management and investment solutions, including portfolio management, client portals, and data management.

Learn More About Advisor
Opportunities at HilltopSecurities

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