Order and Execution Management Systems for Investment Firms Reviews and Ratings
What are Order and Execution Management Systems for Investment Firms?
Order and execution management systems (OEMSs) manage investment order workflow from order initiation to order execution. OEMSs also streamline daily investment activity by automating allocations and providing position checking and advanced compliance capabilities.
Modern OEMSs offer:
Portfolio construction and modeling
Pretrade tools and post-trade tools
Order management and routing
Trading
Market data and market connectivity
Transaction cost analysis
Risk management and portfolio analysis
Execution and trade analytics capabilities, as well as access to benchmark providers
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SS&C Advent operates as a business unit of SS&C Technologies. Its primary function involves offering assistance to over 4,300 investment firms across more than 50 countries. These firms range from global institutions to small start-up practices. SS&C Advent has a history spanning over 30 years during which it has provided solutions aimed at reducing risk and shaping the future of investment management. The company collaborates efficiently with its clients in their business operations.
BlackRock operates as a worldwide asset management company along with providing technology solutions. Its core objective is to enable an increasing number of individuals to attain financial well-being. It assists numerous people in building investments that serve them throughout their lives, making the process of investment simpler and affordable. BlackRock supports the concept of sustainable investing as it strongly believes this approach provides improved outcomes for the investors. The company strives to cultivate a more robust economy that can have a broader beneficial influence. It uses a unique approach of asking bigger questions, challenging conventions, and fostering new thinking. Therefore, this applicative methodology enables it to initiate significant actions.
Founded in 1993, Profile Software is a financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the Middle East, Asia, Africa and the Americas delivering solutions to the Investment Management and Banking industries.
Profile Software’s solutions are developed on modern technologies offering various deployment methods (e.g. BPO, SaaS) and functionality and cover all major business areas pertinent to the Financial Services Industry.
Bloomberg is a global information and technology firm known for distributing financial data and vital news. The company utilizes a comprehensive network of data, ideas, and analysis to navigate complex challenges daily. With a focus on accuracy and real-time delivery, Bloomberg provides crucial business and market data to help inform significant financial decisions. Four central values steer the company's operations: innovation, collaboration, customer service, and ethical conduct. The company effectively utilages data and technology to structure, understand, and elevate the world.
Charles River IMS is a firm that provides asset management solutions to investment and wealth managers, asset owners, and insurers globally. Charles River's technology focuses on automating and simplifying the investment process across diverse asset classes. This includes portfolio management, risk analytics, trading, and post-trade settlement. Additionally, it offers integrated compliance and managed data services. Specifically, Charles River for Private Markets is designed to tackle complex data challenges for investors in various sectors including private credit, real estate, private equity, and infrastructure. The firm's technology and services form the basis of State Street Alpha when combined with State Street’s middle and back-office services. Its systems enable the company to deliver ongoing support to its users worldwide.
SS&C Eze, a subdivision of SS&C, focuses on providing investment management software solutions. These solutions aim to enhance operational and investment performance throughout all stages of the investment process. The services offered include order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting.
In a broader perspective, SS&C specializes in critical, cloud-based software and solutions for the financial and healthcare sectors. SS&C operates globally, with over 27,000 employees and offices in 104 cities spanning 40 countries. Its solutions are primarily designed to support large-scale financial and healthcare firms.
FIS is an enterprise deeply involved in the commerce and financial transactions that fuel the global economy. With a keen focus on supporting businesses and communities flourish, FIS continuously innovates in how the world manages payments, banking, and investments. FIS provides services to over 20,000 clients and operates at more than a million merchant locations spanning over 130 countries.
FIS is an enterprise deeply involved in the commerce and financial transactions that fuel the global economy. With a keen focus on supporting businesses and communities flourish, FIS continuously innovates in how the world manages payments, banking, and investments. FIS provides services to over 20,000 clients and operates at more than a million merchant locations spanning over 130 countries.
Finastra is a company focused on fostering financial inclusion. Open collaboration, open finance, and usage of an open platform characterise the company’s operations. It caters to the needs of the global financial services market with innovative solutions. The Fusion software architecture and cloud ecosystem offer cutting-edge technology. The company’s approach combines various beneficial actions to maintain relevancy in its operations. Finastra's emphasis on diversity and inclusivity characterises its cultural ethos. It consistently aims to engage its workforce in interesting and complex tasks, promoting a culture of ownership and opportunities for making a noteworthy impact.
INDATA is a company that centers its operations around providing software and technology services catering to buy-side institutions. The company primarily handles trade order management, compliance, portfolio accounting, and front-to-back office operation through its iPM Epic platform. This platform is devised with advances in big data in mind and in response to the needs of advanced institutional investors. Intelligent Portfolio Management, another technology platform by INDATA promotes enterprise-wide real-time cooperation. The company's objective is to deliver technological services and products that drive operational efficiency, lessen risk and cut down administrative overhead. It serves a variety of buy-side clients and manages a wide range of asset classes for these clients both domestically and around the globe.
The company focuses on the development and distribution of mission-essential trading and workflow automation software targeting financial institutions, corporations, central banks, and governments. The key business problem addressed by the company is improving decision-making and simplifying complex processes, ultimately enabling the user sectors to enhance efficiency and productivity. The company is additionally engaged in research and development to pioneer automation advancements, thereby assisting business transformations. Collaborative growth with an inclination towards continuous enhancement frames its operational foundation.
LiquidityBook is a provider of cloud-native trading solutions for both buy-side and sell-side markets. The flexibility of the LiquidityBook platform allows for daily enhancements based on client input, ensuring the system scales and adapts as their business requirements change. Having been in the market for over 15 years, the company, led by its founder, centers its business model on client needs with a transparent fee structure. It supports their platform with comprehensive customer service.
Linedata is a France-based global technology solutions provider, prominently serving the asset management and credit industries. With over two decades of operations and a strong presence in 50 countries around the world, Linedata has a rich human resource base of more than a thousand employees spread across its 20 offices globally. The company leverages its vast experience and specialized expertise to deliver solutions that drive operational efficiency and evolution in the sectors it serves. Notably, the company is publicly listed on the Euronext Paris.
SS&C Advent operates as a business unit of SS&C Technologies. Its primary function involves offering assistance to over 4,300 investment firms across more than 50 countries. These firms range from global institutions to small start-up practices. SS&C Advent has a history spanning over 30 years during which it has provided solutions aimed at reducing risk and shaping the future of investment management. The company collaborates efficiently with its clients in their business operations.
Murex is a company with over three decades of experience in software development for capital markets. Its main product, MX.3, is an integrated cross-asset platform used by more than 300 companies across the globe. The platform is designed to provide trading, risk management and processing solutions, and aids businesses in achieving strategic readiness, quickening their time to market, decreasing their total operational costs, mitigating operational risk, complying with regulations, and transitioning to digital operations. The company employs a multicultural team of more than 2,700 employees, who benefit from a collaborative and innovative environment. The team's work spans 19 different locations worldwide. The company has a history of successful software implementations.
SimCorp is a global firm that specialises in providing integrated investment management solutions. It aims to endow a substantial portion of leading financial enterprises with the requisite efficiency and adaptability for success through the use of its platform and ecosystem, which comprises partners, services, and third-party connectivity. In order to carry out its operations, SimCorp relies on a dedicated workforce dispersed across numerous offices worldwide, thereby ensuring a seamless connection across various industries and continents.
TCS, part of the Tata group, focuses on shaping the future through innovation, technology and the utilization of collective knowledge. It is a multinational organization based in India, with consultants placed in various countries around the world, with notable skills and expertise. They work diligently to provide technology solutions that resolve critical business challenges. TCS is also noted for proactive stances on critical global issues, resulting in recognition in various sustainability indices. It operates within business principles aligned towards achieving sustainable growth.
S&P Global is focused on offering essential intelligence by providing appropriate data, expertise, and connected technology. Its purpose is to aid governments, businesses, and individuals in making confident decisions. The company assists its users in assessing new investments and guides them through sustainability changes in supply chains. It delivers a variety of services including credit ratings, benchmarks, analytics, and workflow solutions in global capital, commodity, and automotive markets. It has several divisions, such as Market Intelligence, Ratings, Commodity Insights, Mobility, Dow Jones Indices, and Engineering Solutions, each offering unique insights and data for different market and industry segments.