A Breakthrough Partnership Model for Brokers and Outsourced Trading Desks

Multiple client POEMS logins. Manual processes. Monolithic systems with opaque upgrade paths. Today’s broker-dealers and outsourced trading providers face a raft of operational and structural challenges in the pursuit of excellent, differentiated client service.

LBX Portal is the answer.

Want to empower your clients with next-generation capabilities for order entry, allocations, compliance, and trading while streamlining your own operations? Watch LBX Portal in action.

Fast Onboarding

Get your clients up and running – and trading – with preconfigured GUIs that offer all the functionality your clients need.

Simple Order Entry and Routing

With LBX Connect, our proprietary managed FIX Network, enjoy seamless order entry and routing.

Seamless Upgrade Paths

Leave lengthy upgrades behind and focus on delivering value every day. With LBX Portal, as your clients grow, so does their POEMS.


Streamline processes and client communication with flexible options for order entry, allocations and compliance.

Out-of-the-Box Market Data

Work with FactSet market data included out of the box or integrate other market data sources via API.

Automated Processes

Automate third-party integrations for file delivery with hundreds of counterparties.

A Single Overlay

Manage all your clients through a single overarching view, so you can spend less time toggling between systems and more time finding alpha.

White Labeled Solutions

Take LBX as is, or work with us to build a solution that puts your firm front and center to your clients.

Your clients need the right tools for the job, sized for their complexity and strategies. With LBX Portal, you have the power to equip your clients with the industry’s original SaaS-based POEMS, while you can enjoy a single overlay to manage their flows in an effective, compliant and efficient manner.

Take the Next Step Toward Superior Service for Your Clients