Seamless Automation of
Trade Life Cycle Events Electronically connect with your global counterparties to more efficiently automate post-trade life cycle events.
Documentation Select a product to view the most recent documentation.
Click on a trade life cycle event above to learn more about which Omgeo products support your needs.
Our products and solutions address the challenges you face with manual, error prone processes and ensure the efficient exchange of data between counterparties to mitigate risk.
Products
Workflow Overview
Allocation The life cycle event where the account breakdown (allocations) of a block trade is communicated electronically to your counterparty.
Buy Side
Sell Side
Custodian
Electronically communicate your allocation details in a consistent and timely manner to reduce risk
Broker/dealers are informed of investment manager allocations in a consistent, automated format, alleviating reliance upon manual processes
Custodians are informed of the allocation breakdown in an automated format