It doesn’t matter if you have a managed or prime account, if you’re new to investing, or you’ve been trading for years. Our advanced trading and research platforms help investors and traders with both simple and complex strategies.
Our approach to Investing focuses on the best technologies, research, and people.
Powerful Trading Technologies and Research
SOLUTIONS FOR INSTITUTIONS
Galleon Flagship Solutions ⚑ Galleon Flagship PlatinumGalleon Flagship GoldGalleon Flagship SelectGalleon Wealth ManagementGalleon Managed Futures
Individuals and FamiliesRetirementSavingsIncomeGrowthInvesting
Businesses and CorporationsBusiness InvestingCash Flow StrategiesRetirement PlansValuation and Risk AnalysisBusiness Planning
Financial ProfessionalsAdvisers and ConsultantsInstitutionsMoney Managers
It doesn’t matter if you have a managed or prime account, if you’re new to investing, or you’ve been trading for years. Our advanced trading and research platforms help investors and traders with both simple and complex strategies. Learn how our investment strategies and solutions have helped others build profitable portfolios.
Client Access Portal
Check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Click “Ask IBot” to get quotes, place orders, find information and much more. IBot supports both text and speech entry.
Easily trade and monitor your account on-the-go from your iOS or Android device (tablet or smartphone).
Find the information you need. Place orders using your own words and phrasing. IBot understands natural-language text commands, and provides immediate results without the need for special syntax or financial jargon. Available on Desktop, Mobile, and Client Access Portal and through our web site search and IBot-powered FAQ browser.
Desktop Trading Power
Platform designed for active advisers who trade multiple products and require power and flexibility. Includes the most advanced algos and trading tools, and offers a library of tool- and asset-based trading layouts for total customization.
Web-based trading platform offers similar functionality as the desktop with a simpler interface, and works behind a firewall.
Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.
SEP IRA & Small Business Plans
High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.