Wealth Management Use Cases
Combine IEX Cloud financial and your data, alert on changes.
Real-time Market and Portfolio Monitoring
Get instantaneous updates on market movements, client portfolio balances, and relevant news. Take action as needed. Be prepared before your client calls you.
Promptly address potential risks or rebalance portfolios to protect and optimize client wealth.
Give customers the capability to setup and define their own alerts across their own portfolio data and market data.
Algorithmic Trading and Execution
Enable algorithmic trading strategies monitor market data streams, execute trades and adjust trading strategies dynamically.