Tech-First Advisors
Power Your RIA with Flexible, Open Technology
Built to Integrate, Automate, and Scale
Whether you run a hybrid practice or a fully digital advisory model, IBKR lets you connect systems, automate workflows, and manage growth without sacrificing control. Streamline operations, deliver a modern client experience, and expand globally on infrastructure designed for scalable advisory businesses.
Integrate Faster. Scale Smarter.
Tech-driven advisors need infrastructure that integrates cleanly, automates workflows, and scales without friction. IBKR combines flexible integration, global market access, and low-cost execution in one platform, so you can streamline operations, deliver a modern client experience, and grow efficiently without giving up control.
Low Costs That Scale
Preserve profitability with transparent commissions, low margin rates, and high interest on cash.
Automation and Efficiency
APIs, model portfolios, and bulk account management eliminate manual work.
Seamless Client Experience
Secure portals, digital onboarding, and customizable reporting meet modern investor expectations.
Flexible Integration
Open APIs connect with your CRM, portfolio management, and planning tools.
Global Market Access
Trade across 170+ markets and asset classes—including stocks, bonds, ETFs, options, futures, and more—from one platform.
Built-In Compliance
Risk profiling, digital recordkeeping, and secure login systems support responsible growth.
One Platform. Less Friction.
Run your entire advisory practice on a single, integrated platform. IBKR combines trading, portfolio management, onboarding, billing, reporting, and compliance so you can grow efficiently while keeping costs low and control high.
Grow Without Adding Cost
No platform fees or added custody fees, low commissions, and competitive margin rates help preserve firm profitability and client returns.
Integrate Your Tech Stack
Connect CRM, planning, reporting, and document tools through flexible APIs, Docusign, and bulk data tools without locking into a closed system.
Automate Operations, Not Relationships
Use bulk updates, model portfolios, automated rebalancing, and APIs to reduce manual work and maintain consistency across accounts.
Access Global Markets Simply
Trade stocks, ETFs, options, futures, bonds, and more across 170+ markets from a single account and platform.
Deliver a Modern Client Experience
Advisor Portal and PortfolioAnalyst deliver real-time performance, documents, benchmarking, and interactive dashboards that improve transparency and engagement.
Compliance Built In
Automated risk profiling, compliance reporting, tax tools, and secure login controls help maintain oversight without slowing operations.
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