Navigate complex and fast-moving markets

PBI OMS provides comprehensive order management functionality that supports all asset classes and investment strategies. And best of all, it works perfectly with PBI PMS and PBI EDM.
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Comprehensive Support

PBI OMS was designed to handle the operational workflows associated with all asset types and fund structures, such as Hedge Funds, SMAs, 40’Act, etc.

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One-Stop-Shop For The Front Office

Supports Portfolio Managers, Analysts, and Traders with everything from generating trade ideas, execution, and position management.

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Fully Integrated

One platform that enables a straight-through processing for front-, mid-, and back-office to reduce errors, increase operational efficiency, and lower operational risks.

An OMS packed with features

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Securities Coverage
Supports all asset classes, including their associated trading and settlement workflows, on a single platform.
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Compliance Testing
Supports pre/post-trade and ad hoc compliance checks through a powerful, user-configurable, rules-based compliance engine. Ensure adherence to investment restrictions and guidelines.
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Allocation Engine
Handles complex trade allocation scenarios through a rules-based allocation engine.
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Automation Capabilites
Minimizes manual bookings through FIX integration and full featured trade entry screens.
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Seamless Checks and Balances
Allow users to build multiple models and rebalance portfolios to those models with integrated compliance checks.
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Scale Your Business
Ensures accurate and timely trade processing.  Robust architecture allows the system to evolve and accommodate business expansion and changes.
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Trading compliance

The Trading Compliance module of OMS offers an intuitive approach to defining investment guidelines and regulatory rules that apply to your firm. It offers a robust view into a broad range of trade compliance activity and runs compliance checks pre, intra, and post trade.

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Portfolio BI Order Management System Trading Compliance Dashboard

Get the data you need to manage better business outcomes.

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