MEXEM Registered Investment Advisors

Robust Client Monitoring for Professional Advisors and Brokers

Our Client Activity Monitor (CAM) helps professional advisors and brokers quickly find and view all client
activities, including the complete order history and its routing sequence.

  • Create real-time queries using CAM's flexible search filters to communicate directly with the IBKR order routing system for order and execution queries.
  • View CAM's powerful audit trails, which track up to five days' order history, from order initiation to order execution, and include modified, cancelled and rejected orders.
  • Export queries to any spreadsheet application.
  • Find account information for any of your clients, including:
    • Real-time Account Balances
    • Margin Requirement and Trading Limits
    • Market Value
    • Portfolio
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