Portfolio OMS

Order management solved

Portfolio OMS, FXall's advanced portfolio trading tool, streamlines foreign exchange workflow for asset managers and corporations alike. It reduces the effort required to execute an entire portfolio of trades across multiple allocations, currencies and forward dates.

Portfolio OMS introduces a host of innovative order management features:

• Submit orders to banks for execution at a specified fixing
• Execute orders individually or in competition using QuickTrade
• Trade large net spot positions in competition, then roll allocation details forward
• Trade net currency positions before submitting the underlying requirements

A breakthrough for dealing with internal accounts

Portfolio OMS can be adapted to create tailor-made internal dealing solutions that match the workflow requirements of any customer. Whether it's an equity dealer entering an order with an internal FX trading desk, or a regional treasury requesting a price from head office, Portfolio OMS has a solution. All the while, FXall's industry-leading compliance and control features ensure that this automated workflow is accompanied by the tightest procedures for investors.

Settlement Center and QuickConnect - unbeatable workflow automation

Portfolio OMS is integrated to FXall's award-winning STP solution, QuickConnect, to provide seamless, real-time integration directly to your OMS. It is also fully integrated with Settlement Center to provide automated custodial notification and confirmation, allowing asset managers to automate the execution of requirements with several custodian banks simultaneously.

Better market insight means better execution

Portfolio OMS is supported by Market Insight, FXall's comprehensive source of real-time market data - giving asset managers the information they need to prove they are achieving best execution, even when dealing with a single provider.