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Order Management Systems (OMS) for Portfolio Management

Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Other Portfolio Management

Bloomberg AIM (Asset & Investment Manager)
By: Bloomberg
https://www.bloomberg.com/professional/product/asset-investment-manager/
A buy-side order management system that provides portfolio management, trading, compliance, operations, and P&L capabilities. Includes real-time positions, pre-trade compliance, order management, trading tools, and comprehensive reporting.

SimCorp Dimension OMS
By: SimCorp
https://www.simcorp.com/en/solutions/front-office-solutions
Integrated order management system with front-to-back capabilities, real-time position keeping, compliance checks, multi-asset class support, algorithmic trading, trade allocation, automation of the entire investment lifecycle, and seamless integration with market data providers and brokers.

FactSet OEMS
By: FactSet
https://www.factset.com/solutions/business-needs/portfolio-trading/order-management-system
Comprehensive order and execution management system supporting the entire trading lifecycle, with portfolio modeling, rebalancing, compliance checking, order routing, execution, and allocation. Provides real-time market data, analytics, and multi-broker connectivity.

iPM OMS
By: INDATA
https://www.indataipm.com/products/ipm
Front-to-back investment management system with order management, portfolio modeling, real-time compliance checking, commission management, FIX connectivity, and integration with third-party systems. Offers cloud-based deployment with mobile access.

Fidessa Investment Management Platform
By: ION Group
https://iongroup.com/capital-markets/products/fidessa-buy-side/
Integrated investment management platform with order management, modeling, compliance, and trading capabilities. Provides multi-asset class support, real-time position management, algorithmic trading, and connectivity to global trading venues.

FlexOMS
By: FlexTrade Systems
https://flextrade.com/trading-solutions/buy-side/order-management-system/
Multi-asset order management system with advanced trading functionality, portfolio modeling, allocation, and compliance capabilities. Features include real-time positions, customizable workflows, algorithmic trading strategies, and integration with over 300 global brokers.

Eze OMS
By: Eze Castle Software (SS&C)
https://www.ezesoft.com/products/eze-oms/
A best-in-class order management system integrated with portfolio management capabilities, featuring order routing, real-time compliance monitoring, and trade lifecycle management.

Refinitiv Order Management System
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/order-management-system
A flexible order management solution that supports trading strategies across multiple asset classes, integrating real-time market data with analytics.

Charles River IMS
By: Charles River Development
https://www.charlesriver.com/platform/ims/
An integrated investment management platform that offers order management, portfolio management, and compliance tools within a centralized system.

Eze OMS
By: Eze Software
https://www.eze.com/products/eze-oms/
An order management system that provides a flexible solution for trade execution, compliance, and performance measurement, along with integration capabilities for various trading venues.

Morgan Stanley Portfolio Management
By: Morgan Stanley
https://www.morganstanley.com/what-we-do/investment-management
Offers a differentiated approach to portfolio management, emphasizing risk-adjusted returns, customized investment solutions, and comprehensive client analytics.

eFront Invest OMS
By: eFront (part of BlackRock)
https://www.efront.com/solutions/front-invest/
Order management for alternative investments, workflow automation, compliance, integration with portfolio monitoring and financial reporting; tailored for private equity and fund of funds.

FIS Asset Management
By: FIS Global
https://www.fisglobal.com/en/solutions/asset-management/
An integrated order management and portfolio management solution that helps investment managers handle trading activities for a wide range of asset classes.

Eze OMS
By: SS&C Technologies
https://www.ssctech.com/solutions/eze-investment-suite/eze-order-management-system
Advanced order management system with modeling, compliance, trading, and operations tools. Features include portfolio rebalancing, pre- and post-trade compliance, order routing to brokers and trading destinations, commission management, and multi-asset class support.