Directory · Front office and trading
Combined OMS/PMS platforms
53 products carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Combined OMS/PMS platforms?
A combined platform covering order management, portfolio management and usually execution and compliance in one system, on one data model, rather than as separate products integrated together.
Who uses Combined OMS/PMS platforms?
Portfolio managers, traders and operations, on the same system.
What gets confused with Combined OMS/PMS platforms?
A suite of separate products sold together. The distinction that matters is whether the components share one position and security model or are integrated behind the scenes. Integration you did not have to build is still integration, and it still breaks.
What should you ask a vendor about Combined OMS/PMS platforms?
Ask which modules were built together and which were acquired. Acquired components frequently keep separate data models for years.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Combined OMS/PMS platforms products
53 PRODUCTS
AddeparAddeparMulti-asset portfolio management, aggregation and reporting platform used by family offices, wealth managers and institutional allocators.AllvueAllvue SystemsFront-to-back suite for private equity, private credit and CLO managers, spanning portfolio management, trade order management, fund accounting and investor portals.Allvue Research ManagementAllvue SystemsResearch capture for credit and private debt teams that feeds analyst views directly into Allvue's portfolio management and trade blotter workflow.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.ALTO InvestmentAmundi TechnologyA front-to-back platform for asset managers and asset owners covering portfolio construction and analysis, order management and execution, embedded investment guidelines and pre- and post-trade controls, market and liquidity risk, instrument and benchmark data, and operations through to corporate actions, reconciliations and NAV control.Limina 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.OpterraArcesiumPost-trade and investment operations platform covering unified accounting, allocations, reconciliations and treasury; paired with Limina for front-to-back.AladdinBlackRockEnterprise risk, portfolio management and trading platform used across asset managers, pensions and insurers.Aladdin RiskBlackRockWhole-portfolio risk management inside the Aladdin platform, spanning public and private holdings.Bloomberg AIMBloombergBuy-side order and portfolio management suite built around the Bloomberg terminal data and analytics stack.Broadridge Trade Order ManagementBroadridge Financial SolutionsMulti-asset order management that the vendor positions as spanning both public and private strategies.Charles 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.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.Charles 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.Charles River Order and Execution Management System (OEMS)Charles River DevelopmentCombined order and execution management across equities, fixed income, FX and OTC derivatives, with broker wheel and TCA.Beacon by ClearwaterClearwater AnalyticsCross-asset trading and risk modelling layer that plugs analytics and custom models into the PMS/OEMS workflow.Enfusion by ClearwaterClearwater AnalyticsUnified cloud PMS and OEMS for portfolio construction, execution and trade processing; enfusion.com now redirects to cwan.com after the acquisition.Clarion PMSCoremontCloud-based portfolio management software with live pricing, real-time P&L and risk, derivatives analytics and an integrated order management system across rates, fixed income, credit, FX, equities and commodities.PM1Expersoft Systems AGPortfolio management platform for wealth and asset managers and family offices handling portfolio and order management, compliance, rebalancing and position aggregation from bank interfaces.LBX 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.LUSIDFINBOURNE TechnologyAPI-first investment data management platform that builds a single trusted record of instruments, positions and transactions across public and private assets.FundCountFundCountUnified accounting and investment platform joining portfolio accounting, partnership accounting, a general ledger and investor reporting.HedgeGuardHedgeGuardCombined PMS, OMS, risk and reconciliation for hedge funds, handling traditional and digital assets on one book of record.IMTCIMTCFixed income portfolio management platform whose order management module is a trade blotter connected to ECNs, dealers and third-party OMS and EMS platforms.INDATA iPMINDATAInvestment management software covering portfolio management, trading, accounting and compliance checks for asset managers.PerformInvestortoolsFixed income portfolio management with compliance rules natively wired into trading, so recommended trades are screened before they are placed.Sesame OneLandytechMulti-asset portfolio management, analytics and automated reporting for family offices, private banks and asset managers, fed by 500+ custodian connections.Limina IMSLiminaCloud-native investment management system whose order management sits alongside portfolio management, compliance and operations; Arcesium announced the acquisition on 2 February 2026.Linedata Fund AccountingLinedataFund accounting and NAV production alongside Linedata's portfolio management and OMS lines; the site cites more than 25 years in the market.Linedata Longview OMSLinedataMulti-asset trade order management for asset and wealth managers, with access to more than 700 liquidity destinations.LBX Buy-SideLiquidityBookCloud-native buy-side order and execution management with FIX connectivity, now owned by FactSet.LiquidityBook OMS (FactSet Order Management Solution)LiquidityBookCloud-delivered order management platform for hedge funds and other buy-side firms, now sold by FactSet.AlphaDeskLSEGCloud-based, multi-asset OMS and portfolio management system aimed at hedge funds and smaller buy-side desks.TORALSEGMulti-asset OEMS for institutional execution workflows, sold alongside and integrated with AlphaDesk.MasttroMasttroWealth and portfolio platform for family offices covering liquid, alternative and physical assets across entities and currencies.Nirvana ONENirvana SolutionsIntegrated trading, portfolio management, accounting and analytics on one codebase for hedge funds, asset managers and family offices.Nirvana PMS & AccountingNirvana SolutionsIntegrated portfolio management and accounting with real-time IBOR and automated reconciliation, sold to institutional asset managers; the site cites 15+ years.Nirvāna OEMSNirvana SolutionsMulti-asset order and execution management with 150+ connected brokers, sold to hedge funds, asset managers and family offices.OrchestradeOrchestrade Financial SystemsNatively cross-asset front-to-back platform combining trading, real-time risk, trade lifecycle and an integrated general ledger.PerformativPerformativ 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.Pinnakl POEMSPinnaklA front-to-back trading and portfolio management system for hedge funds covering global equities, fixed income and derivatives, with FIX connectivity to brokers, pre- and post-trade compliance, and feeds from custodians, primes and fund administrators.ReportingRidgelineReporting and Client Engagement modules inside Ridgeline's front-to-back investment platform, producing branded client statements and performance reports.RidgelineRidgelineCloud platform with order management, electronic trading, compliance, accounting and client reporting in one system; recently rebranded from ridgelineapps.com to ridgeline.ai.Ridgeline ComplianceRidgelineCloud-native investment platform whose compliance module enforces investment guidelines with automated pre- and post-trade checks, alerts and reviews.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.Agent LaunchpadSimCorpAnnounced in April 2026, a place inside SimCorp One from which clients deploy AI agents built by SimCorp and by partner vendors against front-to-back investment workflows.Axioma Portfolio AnalyticsSimCorpAxioma portfolio construction, risk and attribution tools run inside the SimCorp One platform alongside SimCorp Dimension.SimCorp OneSimCorpFront-to-back investment management platform used by large institutional managers, insurers and pensions.Eze EclipseSS&C TechnologiesDescribed by SS&C as a cloud-native, front-to-back hedge fund investment system.Eze OEMSSS&C TechnologiesOrder and execution management with a rules engine and templates for lifecycle compliance checks plus full trade and compliance audit history.Charles 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.Charles River Portfolio Management and Risk AnalyticsState StreetRisk analytics built into the Charles River front-office platform, now sold as part of State Street Alpha.Vidrio PlatformVidrio FinancialTechnology-enabled service for allocators covering data aggregation and exposure analytics across hedge funds and private capital; the About page confirms the company but not the attribution module specifically.