How the OTS product family fits together.
This page explains the structure behind our products: the layers they belong to, how they connect across the life of a trade, and how they integrate with the institutions around a market.
Four financial layers and two enterprise platforms.
Every OTS product belongs to one layer. Each layer has its own page with an overview and its products.
Six steps from the first account to the final report.
A typical path through a market, and the products that serve each step.
Trade
Orders are captured, controlled and matched.
Optimum TraderOrder Management SystemOTX Trading EngineEXO Algorithmic Trading PlatformClear and settle
Obligations are netted and settled with banks and the depository.
OCC Clearing and SettlementRegEx Energy Exchange Post-TradeAdminister
Client, fund and asset records are kept and reconciled.
Brokerage Back OfficeFunds Back OfficeMutual Fund RegistryPortman Universal Asset ManagementWhat happens once an order is matched.
Each product hands its result to the next through standard interfaces, so nothing is keyed in twice.
Connected to the institutions around you.
Our products exchange data with the exchange, the depository, banks, the regulator, brokers, identity providers, investors and fund managers.
One product, or many.
Start with a single product
Each product works on its own and connects to the systems you already run, so you can replace one component without touching the rest.
Add layers over time
Because the products share interfaces and data, adding a second or third product extends what you have instead of starting again.
Or plan a full programme
Institutions modernizing several systems at once can adopt products across layers as one programme, with a single accountable team.
See the products on scenarios that look like yours.
A half-day session covers your priorities and systems, a focused demonstration and a proposal for a scoped pilot.