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.
Supports Portfolio Managers, Analysts, and Traders with everything from generating trade ideas, execution, and position management.
One platform that enables a straight-through processing for front-, mid-, and back-office to reduce errors, increase operational efficiency, and lower operational risks.
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.Learn more