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AutoShares Brokerage  
and Technology Solutions

Scale obstacles. Boost growth opportunities.
Expand into new markets, instantly.

Embed Investing with any product or service.*

 Order Processing 

  • Customizable OMS and Routing Configurations

  • Order and trade processing

  • Trading platforms and automated trading systems

  • Web-based APIs or FIX connectivity for order management and trade execution 

Brokerage Account Custody Solutions

  • Agency brokerage and custody accounts

  • Customized account opening tools

Customer Account Access

Build or customize your solution and branding or use pre-built solutions.

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Individual Investors – AutoShares provides brokerage account services for Cash/Margin, IRAs, Trusts, and Entity accounts. Benefits include access to a wide selection of investing and trading products.

Corporate and Employee Accounts – AutoShares provides brokerage account services for Corporate, LLC, Trusts, IRA/SEP, 401k, 10b5-1 Plans, and Employee Stock Option Conversion accounts. Benefits include access to a wide selection of investing and trading products.

Registered Investment Advisors – AutoShares offers custodial brokerage account services to Rias. Benefits include a wide selection of account types, investing and trading products, and financial service technologies for account management.

Institutional Accounts – AutoShares offers a selection of account types, front-end trading solutions, and market connectivity services through an API connection.

Application Developers and Third-Party Systems – Our state-of-the-art technology infrastructure is available to third-party application developers. Creative companies can integrate third-party applications with our data center and order management system.

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