EXCEL FINANCIAL SOLUTIONS specializes in handling every
necessary function relating to automated program trading. It is a complete
all-in-one solution that streamlines the system development process so
traders or money managers can get their strategies implemented at the
quickest rate possible. After programming a trading strategy, we will
provide all of the hardware and software that is required for live trading.
Clients can access their server from a remote location to monitor or override
their system and technical support is always a phone call away. If you
choose not to monitor the trading system yourself, you can take advantage
of our maintenance program which will help risk manage and observe the
program for you.
Before beginning the process, Excel Financial Solutions will sign a NON-DISCLOSURE
document to ensure the client that its ideas will be kept confidential.
Developing a solution for a client begins with a discussion of the strategy
that the trader wants to automate. It is important to understand the ideas
of the trader to evaluate its effectiveness. Trading blotters or account
statements of recent past activity are often useful in determining the
viability of the system to be programmed. Based on the discussion, we
will customize a rate structure that is suitable for the client. After
agreeing on terms for the development and implementation of the strategy,
a document will be drawn up to illustrate the points of the agreement.
After a thorough understanding of a trader’s needs, an application
will be developed to execute the strategy. We will acquire all necessary
information from the Broker/Dealer that is housing the server. If the
trader wishes to keep the server at our Broker/Dealer, then we will assist
in filling out the proper forms to open an account.
After writing the program, it will be tested to gage its accuracy and
Automated tools will be used to identify design flaws, and the application
will be revised if necessary. At this point pre-operational testing begins
and recommendations can be made to enhance the strategy.
Upon completion of the design phase, the program is ready to be implemented.
We will build a server and load all necessary software to run the application.
The client will be given the ability to access his server from a remote
location. Through remote access, the client has the ability to monitor
or override the system’s activity through a secure VPN. At this
point we can discuss if the client wishes to take advantage of our account
maintenance program. The program is popular because it allows traders
the flexibility to be away from their computer during market hours. Based
on predetermined parameters established by the trader, we will risk manage
and monitor the server and override it if need be. The client can access
his account information through web access.