Allvue Trade Order Management vs. Fidelity Active Trader Pro vs. Investors Vanguard

Fantastic for the planning and execution of trades, as follows: (1) Offers nearly 50 market filters, including technical, social sentiment, and custom options filters, (2) supports analysis of option market sentiment with volatility and open interest statistics, as well as the day’s biggest trades, (3) functionality to trade equities, ETFs, simple and complex option strategies with extended-hours and directed trading capabilities, (4) capacity to create and save up to 50 orders and place them at the right time, (5) helps manage risk and profit potential with conditional orders, (6) allows placement of a variety of simple and complex multi-leg option orders, (7) provides ability to monitor portfolio with streaming quotes, real-time gain and loss, streaming balances, and streaming order status updates, and (8) allows creation of personalized layouts to see the market and portfolio information that’s important to you Set trade defaults, create shortcuts, and use hotkeys to quickly and efficiently navigate through the platform.

Incentivized

Vanguard is a tried and true investment platform. They hold a large portion of people's wealth in the United States, so they have experience and the reputation to go along with it. Their customer service via phone is top-of-the-line, which is helpful for any retirement or investing-related questions. However, their website and app sometimes lack functionality, and it can be difficult to navigate. For users looking for an easy-to-use platform for investing, Vanguard might not be it.

Incentivized

• Customizable to display information the way I want to see it.
• Clean, straightforward interface to let me quickly access information from cursory overview to detailed tax information.
• Equipped with good security measures.
• Very user friendly.
• The software has some nice features, including watch lists, market news, alerts, and real-time balances. The program also displays tax-lot information in real-time. There are advanced options tools as well. Active Trader Pro is able to submit up to 20 orders at once using a multi-order ticket.
• Active Trader Pro has many available features. Alerts can be set, watch lists can be created, and market news can be followed. Balances are shown in real-time. Each of these elements can be assigned to its own window. Tax-lot info can be shown in real-time as well. A multi-order trading ticket can submit 20 orders at once. Up to 50 orders can be built and saved.

Incentivized

• Low cost
• High value index funds
• Very good exposure to all markets.

• Basic explanations of what the functionality is for those who do not fully understand how 401ks work
• Explaining the difference between Roth and traditional 401Ks
• More availability for 1:1 appointments with employees

Incentivized

• identifying source of stock receipts

Incentivized

I have never had any issues using the product, my biggest complaint is that admins cannot change their usernames and the ones that are generated are very hard to remember.

Incentivized

Highly comparable. thinkorswim was a great platform and Fidelity has achieved competing against it. Ease of learning curve with training and the ability to configure exactly what the user wants to see is a huge plus. The customizations available are a major bonus and Fidelity's overall customer experience is a beacon in the marketplace.

Incentivized

I thought I would need Vanguard Predictive Planning, but the robot-investor style tool like that didn't fit my current needs. I have availability to learn and explore so I took the plunge to handle it myself without predictive planning in place. I do review quarterly, but I didn't need a separate tool for that.

• It shows our workforce we are choosing vendors that are adapting to the modern age.
• It helps us solve a technological gap related to the workforce that does not have access to desktops or laptops.

Incentivized

• Vanguard has helped our employees invest their money
• Vanguard's broad offerings and low fees have made our benefits packages seem more appealing to potential hires

Incentivized