Outsourced trading. Consultative process.
CAPIS Outsourced Trading enables you to focus on what you do best: managing your assets and client relationships. CAPIS partners with you for the life cycle of the trade, from market intelligence to best execution strategy, commission management (CSA/soft dollar) and settlement.
Trading Capabilities
- Global Equities 24/6
- Fixed Income
- Derivatives
- ETFs
- Program Trading
- Algorithmic Trading
Extension of Your Desk
- Unbiased, agency trading model assures our goals are aligned with yours.
- Tightly controlled information and CAPIS only seeking natural liquidity with client permission protects your order flow.
- Anonymous trading capabilities ensure your information is safeguarded and your best interests are top priority.
Optimal Allocation of Resources
- Extend your reach without increasing cost.
- Tap into CAPIS’ market-leading commission management services.
- Utilize a single point of contact to streamline broker relationships both in and out of your network.
- Direct CAPIS to trade with brokers for your research credit.
- Access expert compliance assistance and transaction cost analysis (TCA).
- Track allocation of commissions using CAPIS’ industry-leading online portal and mobile app.
- Alleviate short-term staffing pressures.
The People Behind the Technology
CAPIS provides an experienced team of professionals to cover your unique needs. These teams include:
- Trader – Primary Contact for Trading and Connectivity
- Sales – Primary Relationship Manager
- Client Service
- Compliance
- Operations and Settlements
Learn more about individual members of our team here.
Contact Us
CAPIS is focused on tailoring a solution that fits each client’s unique needs. Contact us today to discuss yours.
