Imported from previous forum
Hi,
Have an AI based, portfolio management system in late stage of development. It is geared solely for individuals. The # of transactions per year is very low, making it possible to release a product where the results of trades are manually recorded. Indeed, this is how it will be launched.
Looking at options for removing manual steps. OFX downloads can perform the function of recording results & daily reconciliation, but manual orders still required. Clearly this is much better than nothing, but I am not sure if this is supported by many.
I have found that FIXML clients have been used for direct client applications, Direct Markets. Anything it did/does is clearly more than this needs to do.
Saw this retail section gathering dust. Just thought I would test if a pulse could be felt.
If not, any suggestions would also be welcome. Thanks.