Features
Instant trade settlement with double-entry accounting
Real-time intraday portfolio value tracking
Granular computation of buying power, selling power, withdrawable cash
Track deposits, ACATS, checks, and corporate actions in real time
Customizable ledgers per asset class or strategy
High throughput and low latency with multi-region cloud hosting
Immutable backups and audit-ready data storage
Reduce custodian reconciliation overhead
White-glove onboarding support
Active Cyber Policy covering ransomware, funds transfer fraud, AI threats
Technology Errors & Omissions coverage
Miscellaneous Professional Liability coverage
Executive Risks (D&O, EPLI, fiduciary, crime) coverage
AI-specific coverage enhancements
Coalition Control risk management platform
Wirespeed Automated Detection & Response (ADR)
Alert noise reduction up to 99.99% for MSPs
Coalition Incident Response (digital forensics)
Security Awareness Training for employees
Active Data Graph for continuous risk assessment
CoalitionAI for threat analysis and underwriting
Exploit Scoring System (200k+ CVEs)
Broker IQ platform (quoting and sales materials)
Free security assessment for new clients
