Trading Solutions
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Make informed decisions faster, trade more efficiently, and manage compliance so you can increase performance and reduce operating margin to compete with passive investment products.
Create orders and execute multi-asset class trades in FactSet’s Order Management System (OMS) and Execution Management System (EMS). FactSet trading solutions, powered by Portware Intelligence, combine best-of-breed order management and execution management with FactSet's robust, accurate data.
Key Features
- Compliance
- Automated Trades
- Machine Speed
- Foreign Exchanges
- Broad Data Coverage
- Customized Workflows
Key Benefits
Maintain compliance in every trade.
Access message-based and rules-driven order management and compliance before, during, and after trades. Pre-trade compliance checks for the correct portfolio composition, rules, and engagement around trading instruments. Let at-trade compliance determine if you have reached an exposure limit with a counter-party, while post-trade compliance checks ensure your accounts are settling properly and your holding compositions do not violate fund concentration rules.
Automate trades to perform at scale.
Markets move at machine speed, and it’s not possible to manually keep up with every trade. FactSet trading solutions automate trades by using rules-based automation to help your firm achieve performance at scale. Reduce the burden of managing straightforward, uncomplicated trades and empower your team to focus on more difficult or otherwise sensitive orders.
Watch your OEMS learn how to trade like you.
Optimize algorithm selection based on your specific order trends, monitor hundreds of factors in real-time, adjust strategies to match market conditions, and your EMS will leverage machine learning to trade as you would. Get real-time alerts based on what the trading system observes in the market, leaving full control in your hands.
Trade on global exchanges.
Get a real-time, aggregated view of the entire foreign exchange marketplace through a single, fully customizable, broker-neutral front-end. FactSet aggregates liquidity from global providers, including banks, electronic communication networks, and interdealer platforms, to bring foreign exchange traders a full range of strategies and order routing destination options. Not only can you see your entire depth of book, but liquidity providers know to whom they are sending prices, thanks to true, relationship-based electronic FX.
Integrate market data and analytics with your OEMS.
Access robust market data, watch lists, portfolio-specific liquidity analysis, charting, StreetAccount news, morning reports, and other unique content through full integration between FactSet data and FactSet Trading Solutions. Strengthen the FactSet solutions deployed at your firm, including portfolio analysis, risk analytics, attribution, and more, with real-time trade data from the OMS and EMS.
Customize your trading system to support your unique processes.
Gain a fully customizable trading solution that features flexible deployment options, comprehensive market data support, and multi-asset class capabilities. Connect to the applications and data providers you need through our flexible hosted- or cloud-based options. Integrate with any industry or proprietary trade workflow applications via open API and access any custom or proprietary feed through pre-certified adapters for all commercial market data providers.
