Combined OMS/PMS platforms

AddeparAddeparMulti-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators.Combined OMS/PMS platforms Portfolio monitoring Client reporting+2AllvueAllvue SystemsFront-to-back suite for private equity, private credit and CLO managers, spanning portfolio management, trade order management, fund accounting and investor portals.Combined OMS/PMS platforms Order management Fund accounting and NAV+4Allvue Research ManagementAllvue SystemsResearch capture for credit and private debt teams that feeds analyst views directly into Allvue's portfolio management and trade blotter workflow.Research management Combined OMS/PMS platforms Portfolio monitoring Allvue Trade Order ManagementAllvue SystemsOrder management inside an alternatives-focused platform, aimed at credit, private equity and fund managers rather than long-only equity desks.Order management Combined OMS/PMS platforms Portfolio monitoring+2LiminaArcesiumCloud-native portfolio and order management system with a live-extract IBOR, now the front-office layer of Arcesium's front-to-back platform.Combined OMS/PMS platforms Order management Pre-trade compliance+3Limina IMSArcesiumCloud-native portfolio and order management that runs compliance checks at order creation with breach approval workflows; Limina became part of Arcesium in February 2026.Pre-trade compliance Combined OMS/PMS platforms Order management+3OpterraArcesiumPost-trade and investment operations platform covering unified accounting, allocations, reconciliations and treasury; paired with Limina for front-to-back.Combined OMS/PMS platforms Portfolio accounting Reconciliation+7AladdinBlackRockEnterprise risk, portfolio management and trading platform used across asset managers, pensions and insurers.Combined OMS/PMS platforms Risk analytics Order management+2Aladdin RiskBlackRockWhole-portfolio risk management inside the Aladdin platform, spanning public and private holdings.Risk analytics Combined OMS/PMS platforms Portfolio monitoring Bloomberg AIMBloombergBuy-side order and portfolio management suite built around the Bloomberg terminal data and analytics stack.Combined OMS/PMS platforms Order management Pre-trade compliance+1Bloomberg AIM (Asset & Investment Manager)BloombergBuy-side order management covering order generation, trading, compliance and post-trade, tied to the Bloomberg terminal.Order management Combined OMS/PMS platforms Execution management+1Broadridge Trade Order ManagementBroadridge Financial SolutionsMulti-asset order management that the vendor positions as spanning both public and private strategies.Order management Combined OMS/PMS platforms Portfolio monitoring+3Charles River Compliance and RegulatoryCharles River DevelopmentRules-based compliance module inside Charles River IMS that tests trades pre-trade and monitors mandates through the investment lifecycle.Pre-trade compliance Order management Combined OMS/PMS platforms Charles River Data PlatformCharles River DevelopmentCloud data warehouse plus AI-assisted enterprise data management that feeds front, middle and back office; part of the State Street Alpha platform.Data management Combined OMS/PMS platforms Order management+1Charles River IMS (Charles River Trader OEMS)Charles River DevelopmentMulti-asset order and execution management inside a front-office investment platform; the vendor says about 300 investment managers in 30 countries trade on it.Order management Combined OMS/PMS platforms Execution management+2Charles River Trader (OEMS)Charles River DevelopmentCombined order and execution management across equities, fixed income, FX and OTC derivatives, with broker wheel and TCA.Execution management Order management Combined OMS/PMS platforms+1Beacon by ClearwaterClearwater AnalyticsCross-asset trading and risk modelling layer that plugs analytics and custom models into the PMS/OEMS workflow.Combined OMS/PMS platforms Risk analytics Pricing and valuation+1EnfusionClearwater AnalyticsCloud-native platform with a native order and execution management module feeding straight from portfolio manager models to market; Enfusion was acquired by Clearwater Analytics.Order management Combined OMS/PMS platforms Execution management+2Enfusion by ClearwaterClearwater AnalyticsUnified cloud PMS and OEMS for portfolio construction, execution and trade processing; enfusion.com now redirects to cwan.com after the acquisition.Combined OMS/PMS platforms Order management Execution management+3Enfusion OEMSClearwater AnalyticsCloud-native OEMS natively joined to a portfolio management system, bought by Clearwater Analytics for $1.5bn in 2025.Execution management Order management Combined OMS/PMS platforms+1LBX PMSFactSetCloud OMS, EMS and portfolio management suite for hedge funds and asset managers, sold with a managed FIX network; LiquidityBook is now a FactSet company.Combined OMS/PMS platforms Order management Execution management+2LUSIDFINBOURNE TechnologyAPI-first investment data management platform that builds a single trusted record of instruments, positions and transactions across public and private assets.Reference data Data management Portfolio accounting+1FundCountFundCountUnified accounting and investment platform joining portfolio accounting, partnership accounting, a general ledger and investor reporting.Combined OMS/PMS platforms Portfolio accounting Fund accounting and NAV+5HedgeGuardHedgeGuardCombined PMS, OMS, risk and reconciliation for hedge funds, handling traditional and digital assets on one book of record.Combined OMS/PMS platforms Order management Reconciliation+2HedgeGuard COREHedgeGuardPortfolio and order management for emerging hedge funds, mid-sized managers, crypto funds and family offices, with portfolio compliance management in the OMS and risk module.Pre-trade compliance Combined OMS/PMS platforms Order management HedgeGuard PMSHedgeGuardPortfolio management and OMS marketed as an institutional book of record for traditional and digital assets, aimed at emerging hedge funds and family offices.Portfolio accounting Combined OMS/PMS platforms Order management+1IMTCIMTCFixed income portfolio management platform whose order management module is a trade blotter connected to ECNs, dealers and third-party OMS and EMS platforms.Order management Combined OMS/PMS platforms Pre-trade compliance+1PerformInvestortoolsFixed income portfolio management with compliance rules natively wired into trading, so recommended trades are screened before they are placed.Pre-trade compliance Combined OMS/PMS platforms Order management Sesame OneLandytechMulti-asset portfolio management, analytics and automated reporting for family offices, private banks and asset managers, fed by 500+ custodian connections.Combined OMS/PMS platforms Portfolio monitoring Client reporting+3Limina IMSLiminaCloud-native investment management system whose order management sits alongside portfolio management, compliance and operations; Arcesium announced the acquisition on 2 February 2026.Order management Combined OMS/PMS platforms Pre-trade compliance+1Linedata Fund AccountingLinedataFund accounting and NAV production alongside Linedata's portfolio management and OMS lines; the site cites more than 25 years in the market.Portfolio accounting Fund accounting and NAV Combined OMS/PMS platforms Linedata Longview OMSLinedataMulti-asset trade order management for asset and wealth managers, with access to more than 700 liquidity destinations.Order management Combined OMS/PMS platforms Pre-trade compliance LBX Buy-SideLiquidityBookCloud-native buy-side order and execution management with FIX connectivity, now owned by FactSet.Execution management Order management Combined OMS/PMS platforms+1LiquidityBook OMS (FactSet Order Management Solution)LiquidityBookCloud-delivered order management platform for hedge funds and other buy-side firms, now sold by FactSet.Order management Execution management FIX connectivity+1AlphaDeskLSEGCloud-based, multi-asset OMS and portfolio management system aimed at hedge funds and smaller buy-side desks.Order management Combined OMS/PMS platforms Pre-trade compliance TORALSEGMulti-asset OEMS for institutional execution workflows, sold alongside and integrated with AlphaDesk.Order management Execution management Transaction cost analysis+2MasttroMasttroWealth and portfolio platform for family offices covering liquid, alternative and physical assets across entities and currencies.Combined OMS/PMS platforms Portfolio monitoring Client reporting+3Nirvana ONENirvana SolutionsIntegrated trading, portfolio management, accounting and analytics on one codebase for hedge funds, asset managers and family offices.Combined OMS/PMS platforms Order management Execution management+4Nirvana PMS & AccountingNirvana SolutionsIntegrated portfolio management and accounting with real-time IBOR and automated reconciliation, sold to institutional asset managers; the site cites 15+ years.Portfolio accounting Combined OMS/PMS platforms Reconciliation+1Nirvāna OEMSNirvana SolutionsMulti-asset order and execution management with 150+ connected brokers, sold to hedge funds, asset managers and family offices.Order management Execution management Combined OMS/PMS platforms+1OrchestradeOrchestrade Financial SystemsNatively cross-asset front-to-back platform combining trading, real-time risk, trade lifecycle and an integrated general ledger.Combined OMS/PMS platforms Risk analytics Order management+2PerformativPerformativ ApSCloud-native wealth and asset management operating system that includes performance and attribution analysis; raised a $14m Series A led by Deutsche Boerse Group in 2026.Performance and attribution Combined OMS/PMS platforms Client reporting+1RidgelineRidgelineCloud platform with order management, electronic trading, compliance, accounting and client reporting in one system; recently rebranded from ridgelineapps.com to ridgeline.ai.Order management Combined OMS/PMS platforms Portfolio accounting+7Ridgeline ComplianceRidgelineCloud-native investment platform whose compliance module enforces investment guidelines with automated pre- and post-trade checks, alerts and reviews.Pre-trade compliance Combined OMS/PMS platforms Order management+1Ridgeline Enterprise ReportingRidgelineReporting and Client Engagement modules inside Ridgeline's front-to-back investment platform, producing branded client statements and performance reports.Client reporting Combined OMS/PMS platforms Portfolio accounting thinkFolioS&P GlobalNamed repeatedly as a mainstream investment compliance and order management platform; the old IHS Markit product URL redirects to spglobal.com, which blocked fetching, so no capability detail was confirmed.Pre-trade compliance Combined OMS/PMS platforms Order management Axioma (attribution within SimCorp One)SimCorpAxioma portfolio construction, risk and attribution tools run inside the SimCorp One platform alongside SimCorp Dimension.Performance and attribution Risk analytics Combined OMS/PMS platforms+1SimCorp OneSimCorpFront-to-back investment management platform used by large institutional managers, insurers and pensions.Order management Combined OMS/PMS platforms Portfolio accounting+5SimCorp One (trading and compliance)SimCorpValidates every order in real time against regulatory and internal mandates using live IBOR positions before execution.Pre-trade compliance Combined OMS/PMS platforms Order management+1Eze EclipseSS&C TechnologiesDescribed by SS&C as a cloud-native, front-to-back hedge fund investment system.Combined OMS/PMS platforms Order management Execution management+2Eze OEMS (Eze OMS and Eze EMS)SS&C TechnologiesCombined order and execution management for hedge funds and asset managers, including order generation, allocation and automated short-sale locates.Order management Execution management Combined OMS/PMS platforms+1Charles River IMSState StreetSingle platform covering portfolio management, order and execution management, compliance, post-trade operations and investment accounting; the core technology of State Street Alpha.Combined OMS/PMS platforms Order management Execution management+4Charles River Portfolio Management and Risk AnalyticsState StreetRisk analytics built into the Charles River front-office platform, now sold as part of State Street Alpha.Risk analytics Combined OMS/PMS platforms Order management+1VidrioVidrio FinancialFront, middle and back office platform for allocators monitoring hedge fund, private equity, private credit and real estate manager exposures.Combined OMS/PMS platforms Portfolio monitoring Data management+5

Combined OMS/PMS platforms products