Trade Order Management

areas we improved:
Environment Cost and Efficiency, Straight Through Processing, Compliance
Client Type

Large East Coast Asset Manager, with 20 million accounts and more than $3.5 trillion in assets.

 

Deliverables
  • Deploy a Trade Order Management System
  • Improve Straight Through Processing from the Front Office through the Middle Office to the Back Office across multiple asset classes
  • Create new and modify existing Compliance Rules
  • Establish Best Practices and documentation including cross training of staff
Enosys Roles and Team

Team

  • Between 6 and 8, depending on phase

Contribution

  • Subject Matter Expertise in Trade Order Management solutions
  • Best practices
  • Provide guidance and recommendations on MiFID 2
  • Project structure, guidance, and execution

Skills

  • Subject Matter Expertise
  • Project Management
  • Business Analysis
  • Technical Analysis
  • User Acceptance Testing
Project Result
  • System deployed successfully within 12 months
  • Straight Through Processing
  • Improved order flow and matching
  • Significant reduction of trading errors
  • Improved FIX connectivity
Follow Up Assignment

Client engaged Enosys to participate in subsequent OMS system upgrades

Similar Projects

Contact Enosys for examples of Vendor-specific OMS System Deployment and System Upgrade projects, including Post Trade Systems

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