Institutional Offering

National Financial's open-systems architecture is designed to support your trading needs via a combination of your technology and ours. We can link your proprietary or third-party order management systems to our systems on a real-time or batch upload basis, depending on your needs.

You may be able to increase your back-office efficiency by leveraging our automated institutional processing systems, which streamline both street-side processing and customer-side allocation management.

In addition, we offer a selection of online post-trade management tools, such as our interactive ID system, open items/broker fail reporting, and a real-time online P&S balancing engine, along with online operational reports, and interfaces to commission management systems.

The Fidelity Capital Markets Services block desk is always available as a source of additional liquidity for working orders, or simply as a source for market information to assist your traders.