Post trade allocation software lets you allocate trades to clearing brokers. You can use PT's own Post Trade Allocations tool or a third-party software provider listed below.
PT's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock and option orders post-trade. The PTA tool, available from within our Account Management software, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.
For more information about PT's PTA tool, see the Account Management Users' Guide. You may log in to Account Management with your PT username and password.
Please contact us to request integration with a specific post trade allocation software provider.