Business Intuition

COMPREHENSIVE TRADE ORDER MANAGEMENT SOLUTION

Investment firms have discovered that driving efficiency and growth results from modernizing their trade order management system (TOMS). Currently, many face challenges directly related to legacy systems. There’s bloat, inefficiency, and a lack of integration. Continuing to use these platforms also causes over reliance on external spreadsheets, which is frowned upon by industry consultants.

To overcome these limitations and friction, implementing a SaaS-based trade order management system is the solution. With this software, users can eliminate manual processes while optimizing workflows that become seamless rather than complicated.

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.

INDATA IPM PORTFOLIO ARCHITECT: THE FUTURE OF TRADE ORDER MANAGEMENT

oms software

INDATA iPM Portfolio Architect is the industry’s first AI-driven OMS platform. It weaves and embeds AI across the system that’s practical and reliable.

Key Capabilities

Portfolio Management

Choose from full Investment Book of Record (IBOR) or “flush-and-fill” methodologies for your trade order management system. By using a central platform, trading, compliance, and portfolio management become seamless.

Modeling & Rebalancing

Powerful portfolio modeling, model portfolio maintenance, and analytics with AI investment software. Leveraging AI supports faster and more precise modeling and trade creation and data interrogation in real time.

OMS Compliance

Access comprehensive pre-trade, post-trade, and real-time compliance with complementary managed services, available whenever users need them.

Trading

Use advanced trading capabilities in one platform for complete trade order management, integrating OMS and EMS from any provider. Combining OMS trading and EMS trading creates efficiencies.

Advanced Reporting

Retrieve comprehensive, event-driven audit trails and regulatory reporting with ease. All the details are easy to pull with minimal clicks.

POWERED BY AI & MACHINE LEARNING

Embracing the possibilities of AI helps firms run smarter and leaner. These features differentiate INDATA’s trade or management system, allowing for a customizable experience for each client. Firms can optimize trade management processes to align with their unique investment strategies. Additionally, organizations can limit operational risk with intelligent workflows.

The system also has a flexible architecture, which means it’s configurable to any workflow and designed to grow with any firm.

OMS
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KEY FEATURES OF INDATA TRADE ORDER MANAGEMENT SOFTWARE

AI FEATURES REVOLUTIONIZING TRADE ORDER MANAGEMENT

INDATA’s embedded AI encompasses several subsets to support investment firms.

NATURAL LANGUAGE PROCESSING (NLP)

NLP performs complex workflows quickly by reducing the number of clicks and keystrokes required in any given process.

LARGE LANGUAGE MODELS (LLM)

Full support and integration with leading LLM providers based on individual client preference with complete data privacy standards demanded by compliance.

MACHINE LEARNING ALGORITHMS

Algorithms analyze big data and identify patterns. When found, users receive the insights, which enhance decision-making.

KEY TECHNOLOGY BENEFITS OF INDATA’S TRADE ORDER MANAGEMENT SYSTEM

These capabilities advance the technology architecture for trade order management:

  • Web-based application: IT resources aren’t necessary, providing easy access and eliminating the constant need for involvement with software updates.
  • True SaaS product: The INDATA Trade Order Management System uses a software distribution model rooted in innovation, security, agility, and scalability.
  • Advanced features: The solution includes big data analytics and in-memory computing resources.
  • Practical AI tools: The platform leverages NLP, LLMs and machine learning.
  • Open APIs: The system connects platforms and data providers with a fintech approach and open ecosystem of providers.
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SOLUTIONS BY ROLE/INDUSTRY

Adopting INDATA’s AI Architect software creates a foundation for a firm’s growth and success. Each role within the firm can benefit from its many features and AI automation. 

Traders can rapidly execute orders and use advanced blotter functionality. Portfolio managers can generate “what-if” trades, rebalance portfolios, and update models with practical AI tools. Compliance can test guidelines and automate notifications. Middle back office operations have automated trade settlements to support position keeping and can automate data reconciliation for accurate books and records needed for portfolio accounting.
Wealth Managers and Advisors
Institutional Investment Managers
Hedge Funds
Pension/Sovereign Wealth
Portfolio Management/Trading
Portfolio Accounting/Operations
IT and System Administrators
Compliance
INDATA iPM Portfolio Architect AI
iPM Cloud
iPM Portal
Architect AI Reporting

SOLUTIONS BY PRODUCT

INDATA Architect AI is a complete solution for trade order management and portfolio management. Its integrated, data-driven framework makes it a valuable asset for any firm. With this unique and robust platform, organizations can reach trading & operational efficiency goals and receive insights faster for data driven decision making.

FREQUENTLY ASKED QUESTIONS ABOUT TRADE ORDER MANAGEMENT

What is a Trade Order Management System (TOMS)?

A trade order management system is a software platform built to streamline the process of creating, managing, and executing trades. Traders, portfolio managers, and brokers use TOMS to handle orders, including entering/trade creation, execution, reporting, and compliance. TOMS integrates with other investment systems used by the investment manager.

How does INDATA's trade order management software improve trading workflows?

Vendors like INDATA focus on delivering a seamless workflow experience supplemented with practical AI to automate workflows using natural language processing (NLP) commands and Generative AI via Large Language Models (LLMs). The flexible architecture of INDATA’s solution is configurable to any custom workflow used by clients, but with the benefit of a SaaS approach that includes ongoing system updates.

Is INDATA's trade order management system suitable for different asset classes?

Yes. The INDATA OMS platform works across multiple asset classes (multi-asset), including equities, fixed income, currencies, cash products, derivatives, and alternative investments.

Does INDATA's trade order management system include pre-trade, post-trade, and real-time compliance checks?

Yes. The trade order management software offers real-time compliance as well as pre-trade and post-trade. INDATA also supports compliance setup and questions as part of ongoing support, which are available when end users need them.

Can INDATA’s trade order management system integrate with various ECNs, ATSs, brokers, and execution management systems (EMS)?

Yes. The INDATA TOMS system uses the FIX protocol as well as open APIs to connect with various systems, trading counterparties, and other third-party software.

What is an OMS?

An OMS focuses on front- and middle-office functions, helping investment firms manage portfolio holdings, orders, executions, and compliance activities related to trading in a centralized, efficient manner. The buy-side and sell-side use it most often.

How is OMS trading different from EMS trading?

The main difference between OMS vs. EMS is the user and purpose. OMS users focus on order creation, management, and compliance activities. EMS also has a compliance element, but those using it do so for trade execution and optimization of these associated tasks.

Another difference is the view of its users. An OMS provides a high-level view of a portfolio with order generation happening. The OMS follows the instructions of users to reduce the percentage of an asset with potential exposure. An EMS offers real-time access for traders to then act on the information.

These two platforms have synergies. When combined, firms have all the functionality needed for complete trade order management. They should easily integrate because they work in tandem. An OMS feeds orders to the EMS to trade, and the EMS updates the OMS with the execution details for accurate order tracking and reporting.

What tech does INDATA leverage within its OMS?

The platform uses:

  • The web (fully browser-based user interface)
  • Cloud-native (built in the cloud for the cloud)
  • Open APIs for connectivity
  • “Low code” data analytics and reporting tools via fully integrated Microsoft Power BI
  • Practical AI tools: NLP, Generative AI and machine learning

What does a SaaS approach mean for INDATA OMS clients?

INDATA’s SaaS approach includes ongoing software updates included in the base cost of the system.  Benefit from continued improvement without disruptive software version updates. Determine the update frequency that is right for your firm (weekly, monthly, quarterly, semi-annually or annually) rather than having forced updates that may be disruptive to your business.

Who are INDATA’s OMS Clients?

INDATA OMS clients are global investment management firms consisting of institutional fund managers, RIAs and wealth management firms, and hedge funds. AUM (assets under management) range from start-up firms to over $100 billion, covering a full range of asset classes.

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Complete the form to see the INDATA Trade Order Management system and platform in action. An INDATA team member will be in touch to discuss simplifying and improving workflows.

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