Global Trading Access • Structured Costs • 2026

Investment Account Strategy for Stocks and ETFs

Design a disciplined, multi-market account that keeps fees transparent, execution reliable, and asset coverage exceeding one million instruments.

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MiFID II aligned · CySEC frameworks · Quarterly audits

Framework First

Unify Stocks, ETFs, and Cash in One Disciplined Account

We engineer access across U.S., European, and Asian exchanges inside a single trading interface—keeping instrument breadth wide while preserving fee visibility.

Cross-Venue Routing

Access 1M+ instruments with unified order handling.

Transparent Costs

Tiered fees with clear FX and custody breakdowns.

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Settlement & FX

Multi-Currency Balances that Track Central Bank Rates

Keep idle cash productive while you position into new markets. We align cash sweeps to prevailing benchmarks so your unallocated balances don’t sit dormant.

FX exposure alerts aligned to your portfolio weights.
Real-time settlement tracking across U.S., EU, and APAC venues.
Interest-bearing balances with transparent daily accrual.

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Structured Insights

Account Design Principles We Apply

Built from CySEC-aligned policies, quarterly audits, and real-world cross-border execution practice.

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Origins & Growth

Founded in Limassol in 2019, now 86 specialists serving 14 countries. Integrated U.S., European, and Asian exchanges into a unified web account to end fragmented access.

Mission & Policy

Centered on structured access, not speculation. Cost visibility, asset segregation, and quarterly audits guided by CySEC-aligned frameworks.

Team Credentials

CFA and CAIA-led advisory, MiFID II certified operations. 1,240+ training hours in 2025 dedicated to compliance and platform optimization.

Product Differentiation

One system, one million+ assets, interest-bearing cash, and tiered plans for varying trading frequency—reducing fragmentation versus legacy setups.

2026 Roadmap

Enhanced allocation monitoring, FX exposure alerts, and cross-market settlement refinements driven by 6-week client feedback cycles.

Plans

Choose the Account Structure that Fits

Tiered pricing calibrated to trading frequency, portfolio size, and required venues.

Foundation
$49per month
Core U.S. & EU equities + ETFs
Transparent custody & FX spreads
Email-based execution notes
Start Foundation
Popular
Cross-Border
$119per month
All Foundation features
APAC venues + options & futures
FX exposure alerts & cash sweeps
Quarterly allocation reviews
Select Cross-Border
Institutional
Customper mandate
Dedicated desk & settlement ops
Multi-entity account structures
Custom reporting & governance
Book Institutional Scope

Ready to Align Your Account?

Schedule a disciplined walkthrough of your current setup.

We map custody, FX, and execution paths against your objectives and deliver a cost-clarity blueprint.

SSL Secured GDPR Compliant

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Controls & Reporting

Compliance Routines that Stay Current

Quarterly audits & asset segregation checks
Monthly content updates on market shifts
6-week feedback loops for clients
Roadmap rollouts for allocation monitoring

Plan My Controls View Audit cadence

Breadth & Depth

Broader Access, Clearer Execution

Instrument coverage paired with disciplined order handling.

Equities & ETFs
U.S., EU, APAC venues with smart fee tiers and transparent routing.
Derivatives
Options and futures access with risk-first margin visibility.
Fixed Income
Global bonds with curated liquidity pools and custody clarity.

Risk & Allocation

Real-Time Allocation Monitoring & FX Alerts

Track exposures as you scale into multiple markets. Planned upgrades extend alerting around currency drift and venue-specific settlement lags.

Allocation HeatmapsFX Drift AlertsSettlement Status

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