In the complicated realm of managing trading operations, investment firms often have bloated and legacy-based trade order management solutions that cause more challenges than wins because they have inefficient workflows and old tech that makes them overly reliant on external spreadsheets to counter system limitations. The key to overcoming the limitations of legacy trade order management software is implementing a fully modern SaaS-based solution that eliminates manual processes while optimizing efficiencies.
OMS and EMS
The INDATA iPM Portfolio Architect AI trade order management system delivers on these needs. It’s the industry’s first order and execution management (OMS/EMS) platform to leverage practical AI tools. Its capabilities include portfolio management, modeling, rebalancing, OMS compliance, OMS trading, and advanced reporting. It’s all powered by AI and machine learning, which further fuels efficiencies and automation.
Support for All Users
INDATA’s solution supports a variety of users — traders, portfolio managers, and compliance officers. With this trade order management solution, users gain at-a-glance overviews of data relevant to all buy-side trading activities. This connection bridges the gap between high-level portfolio overviews that portfolio managers require and the real-time, market-driven data that traders need as well as up to the second compliance standing for compliance officers
Front-Middle-Back Office to Downstream System in Real-Time
A combined solution streamlines the entire firm and ties in with downstream systems via open APIs. Integration with internal and third-party data is crucial for decision-making and efficiency. The system’s flexible, open architecture makes these links easy to integrate.
This best-of-class approach streamlines trade order management, accelerating processes with speed and efficiency. State-of-the-art one-click functionality, look-throughs, and dashboards are fully customizable for each end user.