FlexOMS is our state-of-the-art, end-to-end order management solution for sell-side institutions.

Whether it is order management, order entry, routing executions to market centers, tracking fills and positions, FlexOMS combines and streamlines the trading process between execution venues and their buy-side clients, thus allowing them to manage firm-wide risk and optimize their trading workflow with significant performance and cost improvement.

In addition, FlexOMS is configured to operate either as a stand-alone system, or as a fully integrated front to back solution with FlexTRADER or other in-house EMS platforms.

Order Management

• Comprehensive management of all types of customer orders over their entire life-cycle.
• Configurable allocation module that supports automatic as well as manual matching.
• All-inclusive risk and position monitoring.
• Real-time reporting to FINRA/NASDAQ Trade Reporting Facility (ACT).
• A full suite of trading ledger and compliance reports, OATS and DPTR.
• Fully redundant solution for business continuity.
• Seamless integration with the FlexTRADER EMS.
• Flexible interface to integrate with any in-house EMS.
• Can be hosted or installed locally.
• Corporate action processing.
• MTD and YTD position and P&L maintenance, interface to multiple clearing systems, historical data manager.

• Two-sided quoting with the national market system (NMS).
• Enforcement of Limit Order Display and Limit Order Protection rules when handling retail orders.
• Enforcement of Short Sale rules and Affirmative Determination Rule.
• Implementation of execution rules when handling retail orders, such as Limit Order Display and Short Sells.
• Compliance and Manning rules as specified by the NMS.
• Integrated rules and algorithmic engine for better control over trading process and risk.

• Persistence in FlexOMS database for custom reports and archiving.
• Integration with customers’ in-house data warehouse.