Prime Brokerage Services

Benefit from being custodied at a major financial institution

Triad's Prime Services allow the customer to use the offerings of multiple prime brokers while receiving one consolidated view via Triad's proprietary web-based reporting. Triad’s extensive relationships simplifies onboarding.

Our client portal provides a full complement of daily and monthly reports

We spend the time with new clients to ensure they feel comfortable with the internally built web portal that will be used to monitor the account’s profit & loss, positions, balances, transactions, and statements.

• Full access for clients, their accountants and their administrators
• Consolidated reporting across multiple Custodians
• Multi-currency capabilities
• Performance Reporting including Attribution Analysis, Risk and Accruals
• Multiple formats available: via Website or SFTP, in PDF or Excel.

Reduce the pressure on your operations with Triad’s proprietary portal along with support from your account team

Triad’s user-friendly platform includes:

• Stock locator tool
• Electronic allocation file submission and trade entry
• Trade break repair
• Interactive dashboards and reporting
• Electronic wire transfers
• Query capabilities
• Email alert capabilities.

We offer prime brokerage clients an array of securities lending solutions by providing access to multiple providers

• Triad offers standard Regulation T Margin and Portfolio Margin for strategies that require additional leverage.
• Global Securities Lending – Access to three different custodians providing superior availability in multiple asset classes in (50+) markets.
• In addition to sourcing "hard to borrows", clients can also participate in a fully paid for lending program, which allows clients to gain additional yield by lending desirable long positions and sharing in the revenues.

Execute trades around the world with our Global, multi-asset coverage

• Global high-touch and electronic execution capabilities
• Trading domestic and international equities, fixed income and options
• Able to trade complex equity and option strategies
• Serving clients wherever they work around the world
• Data and insight on Global deals available through our IPO and Secondaries service.

Trade smarter and faster with our Institutional-Level Electronic Trading Platform

• Full access to electronic equity and option solutions, DMA, Smart Order Routing
• Extended electronic trading from 4:00am to 8:00pm
• Trade multiple asset classes in the U.S. and globally, including equities, options fixed income multiple asset classes
• Multiple Algo suites – independently sourced
• Support for industry-leading EMS platform connectivity
• Real time P&L and positions supported on Refinitiv REDI
• Robust APIs for custom client applications
• Decrease market impact of your trades.