Why Marketware

Wealth Management Solutions

Why Marketware


CEO & Founder Jose Pierre, founded Marketware in 1995

With a vision of providing an easy to use, secure internet trading solution for discount brokerages, the first large client was TD Waterhouse USA, for whom Marketware provided both the front-end client interface, as well as the proprietary middleware. At its peak, the TD Waterhouse implementation was processing in excess of 200,000 trades per day.

Other financial powerhouses also became clients, with Marketware providing the online trading systems for Canadian Imperial Bank of Commerce (Investor's Edge), Royal Bank of Canada (Action Direct), TD Waterhouse Canada (WebBroker), Legg Mason (LMOnline), and others. Eventually Marketware was acquired by TD Bank Financial Group, where Marketware personnel built and powered the Bank's international expansion creating online trading systems for subsidiaries in the UK, Luxembourg (covering all major European markets), Australia, Hong Kong, and Japan.

From 1999 through 2000 the Marketware technology team successfully supported various joint ventures throughout the globe. These included ventures with Tata, the Bank of Tokyo Mitsubishi, Banque National de Luxembourg, DBS and others. This global experience, institutional network and language proficiency are important benefits especially when entering new markets or considering new expansions.

In late 2002, having left TD and anticipating a retail interest in global investment, Jose Pierre began looking at the economic and delivery challenges faced by financial institutions that offered their clients the ability to buy and sell securities outside their home countries. To mitigate those challenges and facilitate implementation, Marketware developed OneWorld™ of middle tier adaptors to global clearing entities and built alliances with internationally recognized, best-of-class providers of market data, clearing and custodial and professional services. Today, Marketware continues to deliver on its vision to provide Financial Institutions with the ability to offer "Easy Access to the World."

Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • Decentralized finance -- or DeFi -- has experienced explosive growth in the past year. But in order for DeFi to fulfill its promise, “now is the time to evaluate its benefits and dangers,” write Kevin Werbach and David Gogel.

  • The latest rise in the inflation rate to 4.2% for April has fueled expectations that the Federal Reserve could raise interest rates and tighten monetary policy – but that will depend on whether this is a temporary change, says Wharton’s Itay Goldstein.

  • Pension funds could be a formidable force in getting companies to embrace ESG values. Yet they must align those goals with their fiduciary duty of protecting the retirement funds of their members, according to panelists at a recent Wharton conference.