Galleon Trading Platforms and Technologies

We use the most advanced trading and investment platforms available to manage your investments.

With a focus on your entire net-worth, we always seek the best technology to manage your wealth. Our investment professionals use the most advanced investment and trading software and hardware to manage your investment portfolios.

When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset

Your Financial Adviser provides you with an exceptional level of service and the insights and resources needed to help you achieve your goals.

We intentionally seek the best in technology, not only for trading stocks, bonds, and mutual funds, but also for alternative investments, including real-estate, precious metals, rare art and wine, limited partnerships, and other types of investments.

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Client Portal

Manage your account, transfer funds, and pay bills from one, easy-to-use web platform.

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Galleon Trading Platform

Unmatched trading platform for professional advisers requiring power and flexibility.

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Mobile Trading

Manage your account and more on-the-go with a powerful mobile app. Available for iOS and Android.

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iBot

Enter commands using voice or text in plain language, and IBot provides the help and information you need.

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Galleon WebTrader

Our web-based trading platform offers similar functionality as the desktop with a simpler interface.

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Mock Trading

Trade in a mock, paper account to build your skills and knowledge before committing real capital.

InvestAlytics

InvestAlytics

What is InvestAlytics?

Behind every great algorithm lies a person or group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our clients.

visit InvestAlytics to learn more

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.