Navigating the PMS/OMS Maze: A Buyer’s Guide

This guide explores the key factors to consider so you can select the right solution that aligns with your firm’s requirements and supports your investment strategies.

Investment management firms are continually seeking ways to increase alpha and grow AUM. As funds expand and evolve, the need for robust and efficient Portfolio/Order Management Systems (PMS/OMS) becomes a priority.

Whether you are a start-up fund or looking to upgrade your existing solution, selecting a PMS/OMS is an important decision that can greatly impact your firm’s operations and success. This guide explores the key factors to consider so you can select the right solution that aligns with your firm’s requirements and supports your investment strategies.

This buyer’s guide looks at:

  • Aligning the solution with business needs
  • Assessing features and functionality
  • Driving success and future growth

Firms that make good choices and manage their technology will be in a significantly better position in terms of operating costs, their ability to measure and manage risk and understand profitability across the organisation. By leveraging modern technologies, scalable platforms and improved client experiences, portfolio managers can unlock numerous benefits and stay ahead of the curve.

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