Case Study: a US-based digital custodian achieves high-speed multi-asset post-trade allocation with Devexperts DXtrade XT

US Advisory Firm - Customer Case Study

A US advisory firm, a digital custodian serving over 1,700 financial advisors, required a new order management system to handle complex block and fractional trades across multiple asset classes. Their existing OMS lacked the performance and scalability needed for their growth plans. They partnered with Devexperts to develop a high-performance solution that could execute tens of millions of allocations in minutes and integrate with their various counterparties.

Devexperts implemented its DXtrade XT platform, customizing it with features for fractional and notional trading, block orders, and post-trade allocation. The solution successfully integrated with all required market makers and clearing agents. The result was a system delivered on time that could execute and allocate thousands of orders for tens of thousands of accounts in under 30 minutes, meeting the client's ambitious performance and growth targets.