Active Trader Pro is Fidelity's customizable trading platform for the desktop and optimized for online trading technology. The solution offers real-time insights, visual snapshots to monitor investments, and trading tools.
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Metadata.io
Score 8.5 out of 10
N/A
Based in San Francisco, Metadata.io is a Demand Generation and ABM platform designed to execute thousands of B2B campaigns in a matter of hours, automatically optimizing campaigns for pipeline impact at a high velocity.
$24,000
per year
Pricing
Fidelity Active Trader Pro
Metadata.io
Editions & Modules
No answers on this topic
MetaMatch
$295
per month per installation
Web Personalization
$24,000
per year
Audience Targeting
$24,000
per year
Metadata Base Platform
$60,000
per year
Offerings
Pricing Offerings
Fidelity Active Trader Pro
Metadata.io
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
$2,500 one-time fee per installation
Additional Details
$0 commissions for online US stock, ETF, and option trades.
Margin rates among the most competitive in the industry—as low as 4.00%.
No minimums to open an account.
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.
Metadata is well suited when you have a really large ad budget (>50k per month at least). This is because the power of metadata lies in the ability to quickly set up and run a large number of experiments (combinations of channel, audience, creative, and conversion assets). To evaluate these variations, all of them need a large number of impressions, clicks, and conversions to be statistically relevant. If your budget is smaller, you will either have a very small number of experiments (not fully utilizing the power of metadata), or your experiments will not have enough clicks to make informed decisions. We had expected a better explanation of this from metadata before signing up.
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.
If you don't have a large budget and audience it's hard to meaningfully optimize. If I have 4 ad creatives, to 2 audience groups on FB and LinkedIn, that creates 16 experiments, each of which needs an ample enough budget, say $40/day, that's now $640 per day or $19K per month.
Limited ability to edit ads after they've been launched. You usually have to stop the ad, clone it, and launch a new campaign.
Can't add new ads to existing campaigns which limits the ability to optimize. If I start an MD campaign with 4 ads, and in a few weeks we see that one is working well and the other 2 are not performing, I can pause those (or it can autopause by rules), but I can't add 2 more new creatives to the mix against the high performer. I'd have to either stop the high performer, and recreate it in a new campaign (losing likes and comments), OR - leave the high performer in the first campaign, and create. a second campaign with the new ones, which will only optimize against each other.
Limited to a single conversion event on a landing page. I'm not able to choose either a Demo Request OR a Sign-Up conversion, I can only choose one.
Google search ads are doable but aren't necessarily more feature-rich or easy-to use than native, so there's no value added to doing it through Metadata in my opinion aside from unifying ad reporting.
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.
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.
We chose [Metadata.io] because it was a smaller company and could get more personalized attention. The price was better and they seemed more eager to support us. The feature set was what we were looking for and not more - it was exactly as robust as we needed it to be. Didn't want to pay for features we weren't going to use.
Huge decrease in CPLs, CPMQL and Cost Per Opportunity
Big improvement in MQL to SQL rates
90%+ of our leads from paid social now have valid business emails, before it was like 30%
Saving us hundreds of hours over the course of the next year doing daily manual optimization and budget management tasks for us so we can focus on strategy and testing new things
