Brokerage and Trading
Order management, online trading, onboarding, operations and algorithmic trading for securities firms.
What this layer covers.
A brokerage has to serve two very different audiences at once. Clients expect fast, simple trading on any device; regulators and the firm’s own risk team expect every order, credit line and ledger entry to be controlled and explainable.
The OTS brokerage products cover the full path, from onboarding a new client and capturing orders across every channel to running the back office, offering derivatives and running algorithmic strategies. A firm can adopt the whole stack or a single layer of it.
Products in brokerage and trading.
Select a product for its capabilities, architecture and related products.
Order Management System (OMS)
Multi-channel order capture with pre-trade risk control and a complete order trail.
- Multi-channel capture
- Buying power
- Credit lines
Options Platform
Derivatives trading, position keeping and lifecycle processing for brokers.
- Derivatives order handling
- Position keeping
- Exercise and assignment
Brokerage Back Office
The operational core of a securities firm.
- Client accounts
- Cash and securities ledgers
- Commissions and fees
Optimum Trader
An online trading workspace that delivers market data instantly and lets clients send orders in the shortest possible time.
- Order management
- Trade list for each order
- Instant market connection
eKYC Electronic Services
Remote client onboarding in seven steps, with electronic contract signature.
- Seven-step onboarding
- Electronic contract signature
- Instant back-office sync
Daily Insight Portal
A single destination for market analysis, news and education, written for active investors.
- Analysis groups
- News
- Buy and sell ideas
EXO Algorithmic Trading Platform
Each strategy runs in its own container, fed by dedicated market-data and trade-data channels.
- Containerized strategies
- Dedicated channels
- Online and historical data
Not sure which products you need?
Tell us about your institution and the problem you are solving. We will point you to the right starting point.