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Capture an

employee’s personal

trades and holdings

A primary advantage of automation is the ability to electronically capture an employee’s personal trades and holdings and, process that data automatically. This process is made more efficient if the source data is captured electronically in the first instance. MCO can capture up to 100% of an employee’s personal trades and holdings in electronic form, direct from the financial institutions and or the brokers the employee is trading with.

Our capability in this area and the advantages to you are enhanced with the daily electronic downloads we digest from over 4,000 financial institutions. In addition, we offer other methods of electronic capture from US firms that do not provide electronic feeds and, we also offer alternate methods of capture for non-US brokerage firms.

Once we have the data, the processing of rules and the management of all employee personal trades and holdings is fully automated.

To learn more about capturing an employee’s personal trades and holdings, or other aspects of the employee personal trade solution, click on any of the links below:


Managing employee trades & holdings
  • Arrange a personal demonstration
  • Access our resource library here
  • Search for video content on this topic


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