Trading System Selection and Implementation

The Problem:

A large equity asset manager was unhappy with their existing trading system and engaged Adeptyx to completely redesign their trading processes.

What We Did:

Adeptyx consultants gathered business requirements, managed the OMS selection project, and implemented the newly-selected trading system. We performed the following key activities:

• Business process design
• Data management
• Event tracking and investigation
• Design and testing of custom applications to support trading
• Work-flow monitor creation and management
• Blotter tuning
• Setting and documentation of application parameters
• Analysis, design, and deployment of cash flow management system
• Post-implementation business process improvement and application tuning
• Automation of daily client trade reports
• Custom trader reports
• Ad-hoc OMS management reporting
• Application exception reporting

The Results:

Adeptyx worked closely with the OMS vendor’s staff to ensure the final solution effectively met all client objectives.