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Digital Wealth Management<br />
TradingFront Overview<br />
Products & Services Overview<br />
Landscape Category(s)<br />
B2B Digital Wealth<br />
Management / White<br />
Label Solutions<br />
Founder & CEO:<br />
Headquarters:<br />
Company Overview<br />
Xin Song<br />
West Chester, PA<br />
Founded: 2016<br />
■<br />
Advisor reporting<br />
dashboard includes<br />
firm AUM and other key<br />
advisor metrics, easy<br />
access to client<br />
accounts, client<br />
messaging, and<br />
document management<br />
■<br />
■<br />
■<br />
■<br />
TradingFront is an open platform for independent<br />
advisors, offering turn-key robo-advisor services<br />
Aggregates advisor and client accounts and key statistics<br />
into a single view<br />
Platform is available as a white label solution to be hosted<br />
on the advisor’s site<br />
Enables rapid, automated client onboarding<br />
■<br />
Client reporting<br />
dashboard provides<br />
time-weighted returns,<br />
(month, YTD, since<br />
inception), allocations,<br />
consolidated reporting<br />
■<br />
Automated documentation and electronic signature<br />
■<br />
■<br />
■<br />
Certified third-party service provider with interactive<br />
brokers and additional brokers are consistently being<br />
integrated into the platform<br />
TradingFront operates within the cloud and offers PGP<br />
encryption<br />
Currently developing additional applications for advisors<br />
■<br />
Easy 6-step client<br />
onboarding/account<br />
opening with Interactive<br />
Brokers, the low-cost<br />
brokerage firm<br />
■ TradingFront currently has 35 advisor clients with 800<br />
accounts, comprising $250mm in AUM<br />
Financing History<br />
Date Size ($ mm) Investor(s)<br />
2016
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