iPM OMS

Product Details

INDATA’s broker and network-neutral OMS links traders with portfolio managers, executing brokers, compliance and back office staff in real-time, resulting in error-free trading. Unlike other OMS providers, INDATA doesn’t “take a toll” from your brokers by maintaining its own FIX network.

INDATA’s OMS provides advanced functionality including robust portfolio modeling and rebalancing with comprehensive “what-if” analysis across asset classes, multi-security swapping features along with condition “if/then” order generation, multi-currency, multi-asset (equities, fixed income, international) including extensive tools for short strategies and 130/30 fund management, tax lot tracking tools for tax-efficient portfolio management and trading strategies, efficient family and group trading capabilities, and fully integrated analytics including risk, attribution, fundamental data, etc.