Theorem | Workflow | Allocation

Automatically create allocation instructions.

Easily connect to virtually any broker.

Minimal Setup Required

Rapidly add and connect seamlessly with a large and increasing universe of clearing brokers

Customizable automation

Create and store multiple allocation instructions including Best Fit, Average Price, Low/High, and High/Low algorithms

Fit Your Process

Select percentage or quantity-based instructions and change account percentages with immediate effect or for future allocations.

Dynamic allocation options.

Adjustable instructions to account for exceptions such as odd lots or changes in trading levels.

Say goodbye to breaks and delays.

Allocating trades is no longer a time-consuming process.

The Theorem Allocation solution facilitates a more controlled, transparent, and automated process by connecting to your execution accounts and delivering instructions automatically. Theorem can connect to virtually any broker and can ingest trade capture from executing brokers, trade files or via manual entry.

Seamless integration with execution and clearing brokers.
Ability to select a percentage or quantity-based instructions.
Change account percentages with immediate effect or for future allocations.
Best fit algorithm complements traditional allocation methodologies.
Create or change workflows on the fly without on-boarding time.

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The Power of Theorem’s Solutions

Seamlessly integrate Allocations with our Matching solution.

Ensure your trade allocations were received and implemented properly by leveraging the power of Theorem’s Matching solution to automatically begin matching your allocation instructions with back-office data from your clearing brokers. For an additional layer of control, leverage the Notifications solution to alert you on when the allocation match is complete!