Why Broadgate & Interactive Brokers?

Broadgate Financial is proud to be working in partnership with Interactive Brokers to provide our discretionary portfolio trading service. With a Standard & Poor’s A- rating, $4 billion in equity capital, 140,000 clients and $30 billion in total client assets, we feel we are working with one of the world’s premier trading technology suppliers. We provide direct access (“on line”) trade execution and clearing services to investors for a wide variety of electronically traded products including stocks, options, futures, forex, bonds and funds worldwide and we engage in market making for our clients own accounts in about 6,500 different electronically traded products. Our partner Interactive Brokers and its affiliates execute nearly 1,000,000 trades per day.

 

 

Global Offerings

We provide electronic access to stocks, options, futures, forex, bonds and funds on over 90 market centers in 19 countries from one account.

• Our partner maintains a global presence, with offices in the US, Switzerland, Canada, UK, Australia, Hungary, Russia, India, China and Estonia
• Awarded a 4.5-star rating by Barron’s magazine in the Best for International Traders category
• Our integrated approach makes it easy to trade global products on multiple exchanges and assets denominated in multiple currencies all from a single account

 

 

Best Execution

IB SmartRouting is designed to search for the best price available at the time of your order and to route and re-route all or parts of your order to achieve optimal execution.

• Our statistics speak for themselves. Based on independent measurements, the Transaction Auditing Group, Inc., (TAG),
  a third-party provider of transaction analysis, has determined that Interactive Brokers US stock and options price executions were significantly better than the industry during the second half of 2010
• For combination orders routed via SmartRouting, our partner IB undertakes the risk of partial executions

Low Cost

Our partner IB has automated every aspect of the trade process in-house, allowing us to offer low commissions.

• Customers can choose Flat Rate or Cost Plus pricing structures to enjoy the lowest cost, based on their trading activity
• Awarded a 4.5 star low cost broker rating by Barron’s magazine. IB has been awarded four or more stars for seven straight years
• Our Portfolio Margin Accounts with real-time risk management can provide increased leverage with greater safety

 

 

Risk Management & Control

Our real-time margin system continuously enforces limits on an account-by-account basis, and allows customers to monitor their margin cushion directly in TWS.

• TWS provides sophisticated portfolio risk management via the IB Risk Navigator, which is free to our clients

 

 

Comprehensive Reporting

• Customisable activity statements can be viewed as PDFs or in HTML format, and can be downloaded into a variety of third-party software, such as Quicken or MS Excel
• Flexible download files available in text or XML format
• Daily margin reports detail requirements by underlying
• Custom reporting including advisor fee cap, daily client balances and performance and broker exception reports

 

 

Educational Offerings

• Our Education Center provides information about products and services in many different ways, from self-paced interactive tours and live webinars to detailed, step-by-step instructions
• Daily market briefs written by our partners own in-house analysts provide insights into the U.S. equity, options, interest rate and global currencies markets
• Participate in free, live webinars on topics such as trading with TWS, understanding options, and how to take advantage of volatility in the gold market
• Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations
• Interactive Brokers LLC is a member of FINRA – SIPC