Discover your platform for all your day-to-day activities

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Your digital platform

Compass offers convenient, one-stop-shop access to a wide range of digital services to support your every need as your business grows with us

Our platform includes: 

  • Streamlined digital account opening 
  • Comprehensive account administration workflows 
  • Exclusive research and trading experience 
  • Easy access to your data and reports 
  • Specialized systems to support diverse trading strategies 

Our integrated features 



  • eSignature and wet signature support

  • Automated account processing

  • Intuitive submissions dashboard

  • eDelivery of documents 



  • Transfers management and money movements

  • Account maintenance and securities administration

  • Systematic plans management

  • Reoccurring and bulk requests 


Research & Trading 

  • Account trading across all asset classes

  • Bulk trade and allocations upload

  • Proprietary research & resources

  • Intraday balances and positions 


Data & Reporting

  • Daily data snapshots

  • Standard firm reports

  • Self-serve data exporting

  • Expert data services 

Expand your expertise 

Stay in the loop with the Compass platform, software updates and tutorials.

Got any questions?

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Sales team

Take advantage of our sales team's expertise and receive personalized advice.

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Write to us with the details of your request or question. We'll respond as soon as possible.