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Streamline your Post-Trade Process for Managed Accounts.
As managed account assets grow, portfolios diversify into new asset classes and platform relationships expand. With this growth comes the potential for increased operational inefficiencies that can elevate market risk and add additional infrastructure costs. With increased regulatory attention on price and quality of execution, operational complexities will be magnified. How can you effectively manage your growth while streamlining your operations?

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AMF Member Meeting
8, February 2012
New York, NY
Featuring Ana Lotharius, Global Product Manager, Omgeo

BVI
9 February 2012
Frankfurt, Germany
Omgeo to exhibit

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 You’re a plan sponsor...


You are looking to...

  • Streamline the communication of trade block and allocations from managers in order to fully allocate trades to underlying accounts the same day and catch mismatched blocks and allocations earlier in the process.
  • Reduce costs and minimize the operational complexity of reconciling trades executed by a third party.
  • Leverage technology investment made in other areas of your business.
Our recommended solution is...
Omgeo OASYS is a solution that fully automates your post-trade SMA processes, allowing you to connect and communicate the economic breakdown of your trade details accurately and efficiently.

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