at Financial Technnology Year
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FlexOMS
from FlexTrade Systems
Multi-asset order management system with advanced trading functionality, portfolio modeling, allocation, and compliance capabilities. Features include real-time positions, customizable workflows, algorithmic trading strategies, and integration with over 300 global brokers.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
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1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive, contractually defined SLAs for uptime and support are referenced in client onboarding materials.
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2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Vendor offers workflow and regulatory change management assistance as a professional service.
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3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
User community and forum access referenced as part of ongoing user support.
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4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
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5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
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6. User Training Programs
Formal training offerings and user education.
Formal user training programs are described and can be arranged for clients.
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7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Implementation and onboarding assistance referenced for new clients.
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8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product online help and documentation portal available per support site references.
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9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account managers are assigned to institutional clients as a standard support feature.
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10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 support is claimed in client service and RFP responses by FlexTrade.
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Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
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Performance & Reliability
(5 Yes /5 Known /10 Possible features)
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Workflow & Automation
(9 Yes /9 Known /10 Possible features)
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Data Management & Quality
(9 Yes /9 Known /10 Possible features)
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Security & Access
(9 Yes /9 Known /10 Possible features)
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Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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User Experience & Workflow
(7 Yes /7 Known /10 Possible features)
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Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)
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Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Core Order Management
(11 Yes /11 Known /13 Possible features)
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Publicly available data, summarised using AI.
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