Direct Securities, partner of the 2026 Wealth Management Experts Championship

Direct Securities’ activity is based on providing transactional solutions for financial institutions, management companies, and wealth management advisers. The company notably develops customizable stock market platforms that allow partner institutions to offer their clients comprehensive portfolio monitoring and management services.

These platforms, often integrated as “white-label sites,” are designed to adapt to the graphic identity and specific needs of each partner. Direct Securities manages the entire technical process: solution design, infrastructure setup, secure hosting, and provision of market feeds. Users thus have a complete environment to consult real-time quotes, analyze markets, access financial news, and track their portfolio valuations.

The tools provided also allow professionals to ensure precise monitoring of their client base. Administration interfaces provide access to a consolidated view of assets held by investors, including portfolio valuations, capital gains or losses, cash balances, and transaction history. All transactions are processed in real time, with detailed reporting functionalities and feeds compatible with international standards used by financial institutions.

Direct Securities platforms also integrate a Best Execution policy aimed at ensuring that orders transmitted to financial markets are executed under the best possible conditions for investors, in accordance with regulatory requirements applicable to investment services.

As part of the Wealth Management Experts Championship, Direct Securities is also involved in the event dimension of the project. The company hosts the official championship awards ceremony at its Parisian premises, providing a venue for meetings and exchanges between participants, partners, and stakeholders in the wealth management ecosystem. This event concludes the competition year and highlights the best performances achieved during the championship.