Investment managers are reevaluating how they obtain the right-fit technology and transactional operations mix to manage the buying and selling of their investments from pre-execution to post-execution and throughout the investment holding period. Order management systems (OMSs) are what enable investment managers to enter and exit markets efficiently. Accuracy, reliability, and orderly execution are critical; OMS technology is a key step to success.

This report evaluates the overall competitive position of 10 buy-side OMS vendors, focusing on vendor stability, client strength, product features, and client services. This report profiles Bloomberg, Broadridge Financial Solutions, Charles River Development, Enfusion, FIS, Limina, Linedata, LSEG TORA, SimCorp, and SS&C Technologies.
Clients of Datos Insights’ Capital Markets service can download this report.
This report mentions Adroit.
About the Author
James Wolstenholme
Jay started his career in capital markets as a project manager and developer in the financial futures department, specializing in S&P 500 program trading arbitrage. He designed and built electronic program trading interfaces at Salomon Brothers, later acquired by Citi Group, and then worked on prime brokerage, security finance, fixed income, and commodity projects. Jay was head of North America...