Multi-asset class EMS providing order and execution management across global markets with advanced analytics, algorithmic trading, advanced TCA, smart order routing, and compliance tools.
Platforms that provide direct market access and sophisticated trading tools for optimal trade execution across multiple venues and asset classes. These systems offer advanced algorithmic trading capabilities, smart order routing, and real-time market analysis.
More Execution Management Systems (EMS)
More Trading & Execution ...
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Multi-Asset Order Support Supports order entry and management for various asset classes (e.g. equities, fixed income, FX, derivatives, crypto). |
FactSet EMS is described as a multi-asset class EMS, supporting order management for equities, fixed income, FX, derivatives, and more. | |
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Direct Market Access (DMA) Allows direct electronic access to trading exchanges and venues, bypassing intermediaries. |
Product page details support for Direct Market Access (DMA) to global trading venues. | |
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Smart Order Routing Uses algorithms to route orders to the optimal execution venues based on configurable criteria. |
Notes mention 'smart order routing' as a key feature of FactSet EMS. | |
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Order Staging & Blotter Provides a staging area and comprehensive blotter to view, manage, and modify open orders. |
Industry standard for EMS platforms; FactSet EMS offers order blotter and staging capabilities. | |
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Manual & Automated Order Entry Supports both manual input and bulk/automated order submission (e.g. via FIX, API). |
Order entry is explicitly supported for both manual and automated flows via FIX and other APIs. | |
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Order Splitting & Allocation Allows splitting large orders into multiple child orders and allocating fills to client accounts or portfolios. |
Order splitting and allocation capabilities part of institutional multi-asset EMS platforms; allocation/fill management is standard. | |
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Pre-Trade Risk Checks Performs risk assessments (e.g., price limits, position limits) before allowing order submission. |
Pre-trade risk and compliance checks are listed among FactSet EMS features. | |
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Order Amendment & Cancellation Permits modification and cancellation of orders post-entry but before execution. |
Order amendment and cancellation are standard features of EMS; supported by FactSet. | |
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Order Throttling Capacity Maximum number of orders that can be processed per second. |
No information available | |
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Order Status Tracking Live monitoring and updating of order status (e.g., open, filled, partial, cancelled). |
Live order status updates/blotters are fundamental; FactSet EMS supports status tracking. |
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Algorithmic Trading Support Supports built-in and third-party algorithms for order execution (VWAP, TWAP, POV, Arrival Price, etc.). |
FactSet EMS supports third-party and built-in algorithmic trading, including popular strategies. | |
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Custom Algorithm Integration Allows users to integrate or develop proprietary trading algorithms. |
FactSet EMS reportedly allows integration of custom/proprietary algorithms. | |
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Real-time Parameter Adjustment Permits live tuning of algo parameters (e.g., urgency, participation rate). |
Real-time parameter tuning for algos is available in advanced EMS platforms; FactSet EMS documentation references this. | |
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Performance Backtesting Supports historical simulation or backtesting of execution strategies. |
Backtesting/execution simulation is available as reported in the analytics sections. | |
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Strategy Library Size The number of pre-built execution strategies available. |
No information available | |
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Venue Selection Algorithms Optimizes and dynamically selects best venues for order execution based on real-time data. |
Venue selection logic is part of FactSet's smart order routing/algorithmic strategies. | |
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Adaptive Algorithms Algorithms can adjust to changing market conditions automatically. |
Adaptive algorithms feature is described as part of the advanced execution strategies. | |
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Child Order Handling Manages and tracks the progress of orders split across multiple venues or time intervals. |
FactSet EMS child order/parent order logic is standard for smart routing and algo trading. | |
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Passive & Aggressive Strategy Options Supports strategies that balance urgency and price improvement. |
Passive and aggressive configuration options are part of standard EMS execution menu documented by FactSet. | |
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Pre/Post-Trade Analytics Integration Algo performance reporting and TCA (Transaction Cost Analysis) integration. |
TCA analytics and pre/post-trade analytics are prominent in the FactSet EMS marketing materials. |
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Low Latency Data Feeds Access to high-speed real-time market data necessary for efficient trade execution. |
FactSet EMS references 'low-latency market data feeds' in its performance claims for real-time execution. | |
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Market Depth Visualization Displays Level 2/market depth from multiple venues. |
Market depth (Level 2) visualization is available in FactSet EMS per UI screenshots and descriptions. | |
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Multi-Venue Data Aggregation Aggregates data from multiple exchanges, ECNs, and dark pools. |
Aggregated data feeds from multiple venues are presented via consolidated market data in FactSet EMS. | |
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Tick Data Storage Capacity Stores raw tick data for specified retention periods. |
No information available | |
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Historical Data Access Availability of extensive historical price and volume data for analysis. |
Extensive historical market data available via FactSet's data offerings integrated in EMS. | |
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Reference Data Integration Integrates securities master/reference data for all tradable instruments. |
Reference data integration (security master, instrument data) is a core FactSet strength, available in EMS. | |
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Latency Monitoring Tools Provides monitoring and reporting on data feed latency. |
No information available | |
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Market Data Entitlement Controls Manages user and group rights for accessing proprietary market data feeds. |
No information available | |
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Event-Driven Alerts Configurable alerts based on price or market event triggers. |
EMS supports price/movement alerts and event-driven notifications. | |
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Simulated Data Replay Playback of historical or test market data for system verification. |
No information available |
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FIX Protocol Support Supports standard FIX protocol versions for order, trade, and allocation messages. |
FIX protocol support is standard and listed among connectivity options. | |
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API Access Available RESTful, SOAP, and WebSocket APIs for integration and automation. |
REST and FIX APIs are both supported, along with additional API connectivity (including WebSocket). | |
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OMS/EMS Integration Seamlessly integrates with third-party and in-house Order Management Systems. |
EMS integrates with third-party OMS and EMS vendors as a core capability. | |
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Back Office Connectivity Can send allocations, trade confirms, and settlement data to the back-office systems. |
Back office connectivity (allocations, settlements, confirms) supported for institutional clients. | |
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Real-Time Data Sync Synchronizes order, trade, and position data with other platforms in real-time. |
EMS provides real-time synchronization with other platforms as a feature. | |
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Custom Adapter Framework Ability to build custom connectors to new venues, clients, or applications. |
Adaptors/connectors to third-party or proprietary venues are provided and customizable. | |
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Cloud/On-Premise Deployment Supports both cloud-native and on-premise installations and hybrids. |
FactSet EMS is offered as SaaS (cloud) or on-premise per client needs; hybrid options available. | |
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Latency of Order Routing Order transmission time to market venues. |
No information available | |
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Single Sign-On Support Integration with enterprise SSO solutions for user convenience and security. |
EMS supports SSO integration per documentation. | |
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Third-Party Analytics Integration Out-of-the-box integration with analytics providers for pre/post-trade analysis. |
FactSet EMS supports third-party analytics for TCA and trade surveillance (e.g., integration with ITG, Tradair, etc.). |
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Trade Surveillance Real-time monitoring for suspicious trading patterns and market abuse. |
Real-time surveillance and compliance modules are available within the platform. | |
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Audit Trail Immutable records of order and trade activity with user actions timestamped. |
FactSet EMS maintains full audit trail of orders, trades, and user actions per compliance. | |
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MiFID II / Reg NMS Support Built-in functionality to help comply with major regulations (recordkeeping, best execution, trade reporting, etc.). |
EMS offers built-in support for major regulations including MiFID II and Reg NMS. | |
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Automated Reporting Creation and electronic submission of regulatory and compliance reports. |
Automated compliance and regulatory reporting features available in EMS module. | |
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Trade Reconstruction Speed Ability to reconstruct order and trade events for compliance reviews within a given time. |
No information available | |
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Configurability of Compliance Rules Flexibility to define/adapt compliance rule sets to match firm/regulatory needs. |
EMS rules engine allows customizable compliance rules as needed for regulatory or internal policy requirements. | |
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Sensitive Data Masking Conceals confidential data as required by privacy and compliance policies. |
No information available | |
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Surveillance Alert Volume Maximum number of compliance/surveillance alerts that can be processed per day. |
No information available | |
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Trade & Order Data Retention Duration for which transaction data is securely stored for audit purposes. |
undefined Historical data retention for audit/trading records is stated as a compliance capability, configurable per client policies. |
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Certifiable Compliance Reports Ability to produce compliance reports acceptable to auditors/regulators. |
EMS generates certifiable compliance reports for use with external/internal auditors. |
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Customizable Dashboards Personalizable workspace layouts and widgets for different user roles and preferences. |
EMS provides customizable dashboards and widgets for different users/roles. | |
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Multi-Monitor Support Enables efficient use across multiple screens for power users. |
Multi-monitor support is a core feature, documented for trader workstations. | |
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Real-Time Visualizations Live graphical views of positions, executions, and market data. |
Platform supports live visualizations for market data and position/execution views. | |
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Contextual Drill-Downs Allows users to click through from summary to detailed data and events. |
FactSet EMS UI allows drill-downs from overview to order/execution detail. | |
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Keyboard Shortcuts Productivity features for fast, hotkey-based navigation and actions. |
EMS offers extensive keyboard shortcut support for order handling and navigation. | |
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Accessibility Features Support for accessibility standards and adaptive interfaces (e.g. for visually impaired users). |
No information available | |
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Configurable Alerts & Notifications Popups, emails, sounds, or SMS based on user-defined triggers. |
Configurable alerts and notifications (pop-up, email, etc.) are standard features. | |
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Language Localization Availability of user interface in multiple languages. |
EMS product documentation references support for several languages/localizations. | |
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Mobile/Tablet Interface Responsive web/mobile apps for use on the go. |
FactSet EMS supports mobile/tablet web access and apps. | |
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Concurrent User Capacity Maximum number of users that can access the system at the same time. |
No information available |
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Real-Time Position Monitoring Instant view of positions, P&L, and exposures across portfolios and desks. |
Real-time position, P&L, and exposure monitoring is promoted as a core feature. | |
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Automated Limit Breach Alerts System generates alerts or blocks orders when risk or credit limits are breached. |
Automated warnings and blocks for risk/credit limit breaches in place per risk system integration. | |
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Pre-Trade Compliance Checks Ensures all orders are compliant prior to execution. |
Pre-trade compliance/risk checks are part of both compliance and risk features in platform. | |
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Intraday Margin Calculation Calculates and tracks margin requirements in real time. |
Intraday margin monitoring is included for relevant asset classes (e.g., derivatives). | |
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VaR & Scenario Analysis Supports Value at Risk and scenario stress-testing tools. |
FactSet risk suite and EMS include scenario analysis and VaR tools. | |
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Custom Risk Rules Engine Allows creation and adjustment of bespoke risk controls and policies. |
EMS includes a configurable risk engine for custom controls and risk policies. | |
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Trade Limit Configurability Ability to set limits by user, desk, strategy, instrument, etc. |
Limits can be set by user, desk, strategy, and instrument; documented in risk/compliance controls. | |
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Risk Breach Notification Speed The average time taken to notify users of a limit breach. |
No information available | |
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Integrated Market & Credit Risk Analytics Unified analytics for both market and credit risk factors. |
Unified credit/market risk analytics accessible within FactSet EMS dashboards. | |
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Intraday Exposure Calculation Frequency The frequency at which exposure is recalculated per account. |
No information available |
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Pre-Trade TCA Estimation and visualization of expected market impact and costs before order placement. |
FactSet promotes pre-trade TCA and pre-trade analytics. | |
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Post-Trade TCA Detailed reporting of realized slippage, spread capture, and efficiency after execution. |
Post-trade TCA analytics are core FactSet EMS features. | |
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Custom Benchmark Support Users can define custom benchmarks (e.g., VWAP, arrival price) for cost analysis. |
EMS users can define benchmarks such as VWAP and custom for analytics. | |
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Peer Comparison Tools Compare trading performance against peers/industry benchmarks. |
EMS platform has peer benchmarking/performance comparison tools. | |
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Execution Quality Analytics Measures price improvement, fill rates, and execution speed across venues. |
Execution quality analytics (slippage, price improvement, fill rate) are part of TCA suite. | |
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Real-Time Analytics Dashboard On-the-fly access to TCA metrics during trading. |
Real-time TCA dashboards available for traders during execution. | |
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Historical TCA Report Storage Retention of TCA reports for future compliance and review. |
undefined TCA and analytics reports can be stored for review/compliance. |
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Configurable TCA Models Ability to augment or replace default TCA methodologies. |
Customizable TCA models are part of the platform's advanced analytics. | |
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TCA Report Generation Time Average time to produce a detailed TCA report after trade completion. |
No information available | |
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Trade/Order Analytics Granularity Level of detail at which analytics are performed (e.g., per fill, per child order, per parent order). |
Trade analytics can be done per fill, child, or parent order; see platform documentation. |
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Role-Based Access Control (RBAC) Granular permission assignment to users, groups, or roles. |
Granular role-based access control (RBAC) is provided, per FactSet documentation. | |
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Multi-Factor Authentication Supports two-factor or multi-factor authentication for enhanced login security. |
Two-factor/MFA options are described in FactSet EMS security features. | |
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End-to-End Data Encryption Data encrypted both at rest and in transit. |
End-to-end encryption is described in security whitepapers and compliance docs. | |
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Single Sign-On (SSO) Integration Supports SSO with enterprise identity providers. |
SSO with major enterprise providers is promoted as a login option. | |
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Fine-Grained Audit Logging Tracks login, order entry, changes, and administrative actions. |
Detailed audit logs of all actions (logins, order activity, etc.) are available for compliance. | |
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API Authentication & Throttling Secures programmable access and enforces rate-limits. |
All APIs secured and rate-limited per user/platform config, per developer documentation. | |
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Data Leak Prevention Monitors and prevents unauthorized export or sharing of sensitive data. |
No information available | |
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Session Timeout Controls Automatic logoff or timeout after periods of inactivity. |
Timeout controls for user/session management documented in platform admin guides. | |
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Security Incident Notification Alerts designated users on detection of suspicious or unauthorized access. |
EMS sends notifications to security admins in case of incident, as per compliance section. | |
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User Provisioning Speed Average time required to fully provision a new user account. |
No information available |
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System Health Dashboard Live overview of platform status, job queues, and connectivity. |
System status dashboard is available to admins and support teams. | |
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Operational Reporting Pre-built and customizable reports for orders, trades, operations, and latency. |
Operational and historical reporting of trades/orders available in the system. | |
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Trade & Order Audit Trails Complete logging of all trade/order activity for compliance and troubleshooting. |
Audit trails for all order and trade events are retained for compliance and troubleshooting. | |
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Alert Management Console Central location to view, triage, and respond to operational/system alerts. |
Alert management and triage dashboards exist for operational alerts and issues. | |
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System Up-Time Guarantee SLA-backed system availability commitments. |
undefined SLAs for system uptime are offered in contracts; system up-time guarantee typically documented. |
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Automated Report Scheduling Configurable scheduled or recurring reports via email or dashboard. |
Report scheduling and recurring report delivery is available for automated workflows. | |
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Custom Report Builder Visual or scripting tools to create and format bespoke reports. |
Custom report design and scripted/report builder capacity described for custom analytics. | |
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Data Export Options Supported formats include CSV, XML, PDF, JSON, for easy offline review/analysis. |
Export options include CSV, XML, PDF, JSON per data extracts. | |
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Snapshot/End-of-Day Reporting Aggregated trade, position, and performance reports at market close. |
End-of-day and other snapshot/summary reports are produced as a standard EMS feature. | |
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External Auditor Access Controls Limited, monitored access for third-party audit/review activities. |
Third-party/auditor access controls are part of compliance user/role management. |
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24/7 Technical Support Round-the-clock support for mission-critical trading operations. |
24/7 customer support is provided as part of FactSet's managed EMS services. | |
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Knowledge Base & Documentation Comprehensive docs and training resources for users and IT staff. |
Comprehensive documentation and support resources, including user and admin guides. | |
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Onboarding Time Average time to onboard a new client or trading desk. |
No information available | |
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User Training Programs Availability of live or online training and certification for users. |
Live and on-demand user training as part of onboarding and ongoing support. | |
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Disaster Recovery RTO Recovery Time Objective (RTO) for restoration in event of major outage. |
No information available | |
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Automated Failover System automatically switches to backup infrastructure on failure. |
Automated failover to backup/cloud systems available to ensure platform continuity. | |
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Upgrade & Patch Management Process and tooling to manage software lifecycle with minimal downtime. |
FactSet manages software upgrades and patches with minimal downtime procedures. | |
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Service Level Agreement (SLA) Documented guarantees for uptime, support response, and other service metrics. |
SLAs are part of the standard FactSet EMS offering for uptime and support. | |
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Vendor/Third-Party Management Capabilities for handling vendor feeds, plugins, and integrations. |
FactSet EMS supports vendor/feed/plugin management for third party integrations. | |
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User Community Forums Active user or developer forums for peer-to-peer support and knowledge sharing. |
User community portal/forum provided for product community and self-service support. |
Specialized trading interfaces focused on optimizing order execution through smart order routing, algorithmic trading strategies, and real-time analytics on execution quality and market impact.
More Execution Management Systems (EMS)
More Trading Desk ...
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Multi-Asset Support Ability to handle order entry and routing across different asset classes (equities, derivatives, FX, fixed income). |
. | No information available |
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Order Staging Allows pre-submission review and adjustment of orders. |
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Order Validation Checks compliance and correctness of order fields and market-specific rules. |
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Order Enrichment Auto-population of missing order details based on user and market profiles. |
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Bulk Order Handling Supports simultaneous handling and modification of multiple orders. |
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Parent/Child Order Management Supports splitting and aggregating orders for better execution. |
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Order Modification & Cancellation Allows real-time update and cancel of working orders. |
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Order Acknowledgment Speed Average time to acknowledge order receipt. |
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Order Capacity Number of orders that can be handled simultaneously. |
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Pre-Trade Risk Controls Pre-submission risk checks to prevent erroneous trades. |
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Soft/Hard Limits per Account Predefined exposure and order size limits per trader/account. |
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FIX Protocol Support FIX message standards for orders and confirmations. |
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Custom Order Types Ability to define and use broker/dealer specific order parameters. |
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Order Expiry and Duration Supports a range of duration parameters (GTC, IOC, FOK, etc). |
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Venue Connectivity Direct connectivity to multiple venues (exchanges, dark pools, MTFs, etc.). |
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Smart Routing Algorithms Intelligent algorithms that split and route orders for optimal execution. |
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Latency Measurement Average time taken from order entry to venue order placement. |
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Venue Prioritization Ability to set routing preferences and priority for venues. |
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Dynamic Routing Automatic adjustment of routing logic based on real-time market conditions. |
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Liquidity Seeking Actively searches for hidden and visible liquidity sources. |
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Order Fill Rate Percentage of orders filled as intended via routing logic. |
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Internalization Support Routes flow to internal liquidity pools when available. |
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Cost-Based Routing Consideration of fees, rebates, and commission when routing orders. |
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Order Routing Failover Automated rerouting to backup venues upon outage or rejection. |
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Transaction Cost Analysis (TCA) Integration Real-time feedback of anticipated routing impact on execution costs. |
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Customizable Routing Rules Ability to define and update proprietary routing rules. |
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Market Impact Mitigation Algorithms designed to minimize price impact when routing large orders. |
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Pre-Built Algorithm Support Availability of VWAP, TWAP, POV, IS, and other common execution strategies. |
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Custom Algorithm Execution Ability to develop and deploy proprietary algorithms. |
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Algorithm Parameterization Real-time tuning of algorithm factors (urgency, aggression, duration, etc.). |
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Real-Time Strategy Switching Switch between strategies mid-execution without order cancel/rebook. |
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Execution Performance Metrics On-the-fly reporting of algorithm slippage, fill rates, and opportunity cost. |
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Minimum Slice Size Smallest order size an algorithm can work with. |
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Simulations and Replay Ability to test and backtest algorithms on historical data. |
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Market Impact Modeling Engine for estimating real-time and forecasted impact of the execution. |
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Real-Time PnL Tracking Live profit and loss calculations for working algorithmic orders. |
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Support for Conditional/Triggered Orders Algorithms can be set to trigger based on specific market conditions. |
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Algorithm Flexibility Number of parameters that can be customized per algorithm. |
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Level 1 & 2 Market Data Access to basic quote and order book depth across supported venues. |
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Execution Quality Dashboards Visual dashboards of order fill quality, speed, and efficiency. |
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Customizable Analytics Widgets Build and manage custom analytics panels. |
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Real-Time Latency Tracking Tracks round-trip latency from order entry to fill confirmation. |
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Slippage Analysis Computation of trading slippage for all trades and orders. |
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Benchmark Comparison Compare executions to VWAP, TWAP, or custom benchmarks. |
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Alerting on Anomalies Real-time alerts on outlier fills, delays, or disconnections. |
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Market Impact Analysis Measurement and visualization of price impact by order. |
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Historical Data Analytics Ability to analyze execution quality over user-defined periods. |
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Real-Time Data Refresh Rate How often data on dashboards updates. |
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Custom Filter & Query Tools Advanced filtering and segmentation for analytics and reporting. |
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Export to External Tools Ability to export analytics/reports for use in other platforms. |
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Customizable Layouts Flexible dashboards, workspaces, and widget placements. |
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Hotkeys/Keyboard Shortcuts User-configurable shortcuts for fast order entry and navigation. |
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Multi-Monitor Support Can be displayed and used efficiently on several monitors. |
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Dark/Light Mode Switch between UI color schemes to reduce eye strain. |
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Drag-and-Drop Order Management Moving and modifying orders within the UI via drag-and-drop. |
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Real-Time Updates Immediate reflection of all order and price changes in the UI. |
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Personalized Watchlists Create and monitor lists of preferred instruments. |
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Notifications & Alerts Popup, email, and desktop alerts for key events. |
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Accessibility Features Support for assistive technologies and compliance with accessibility standards. |
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Search and Filter Abilities Quickly locate orders, symbols, or market data. |
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Language and Localization Support Support for multiple languages, date/time, and numbering formats. |
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User Preference Storage Ability to save and load UI/workspace preferences. |
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API Access Programmable APIs for system integration and automated workflows. |
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FIX & Proprietary Protocols Supports standard (FIX, FAST) and custom protocols for electronic connectivity. |
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OMS Integration Interoperability with common order management systems. |
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Back Office Integration Seamless push/pull of data for post-trade and compliance reporting. |
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Market Data Vendor Integration Interfacing with third-party real-time and reference data sources. |
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Third-Party Algo Support Plug-in or access execution algorithms from external providers. |
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Trade Flow Throughput Maximum sustainable trade messages per second. |
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Low Latency Connectivity Ultra-low latency network technology for high-speed trading. |
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Secure Connectivity Encryption and authentication for all external communications. |
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Cloud/On-Premise Deployments System can be deployed both on client premises and in the cloud. |
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Event Streaming Support Integration with event streaming platforms (Kafka, Pulsar, etc). |
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Data Import/Export Utilities Bulk upload/download of trades, historical data, and logs. |
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Real-Time Risk Checks Order-level risk controls performed prior to submission. |
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Credit & Margin Controls Portfolio and account-based checks for capital sufficiency. |
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User Entitlement Management Granular control over user permissions and roles. |
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Automated Rule Enforcement Custom rules for market, client, or regulatory compliance. |
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Market Access Control Ability to restrict trading on certain markets or instruments. |
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Outlier/Abnormal Activity Detection Detection and flagging of aberrant trading patterns. |
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Surveillance and Audit Trails Comprehensive capture of user, order, and system events for audit. |
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Pre-Trade and Post-Trade Compliance Checks Integration of compliance rules at multiple lifecycle points. |
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Regulatory Reporting Automation STP generation and submission of transaction reports (MiFID II, CAT, etc). |
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Exception Handling Workflows Prioritize, review, and resolve non-standard risk or compliance events. |
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Data Masking and Redaction Sensitive information automatically masked for unauthorized users. |
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System Uptime Percentage system is available during scheduled trading hours. |
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Failover and Disaster Recovery Automated recovery and switchover to backup systems. |
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Horizontal Scalability Ability to scale out across multiple nodes or servers. |
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Order Processing Latency Time from order input to execution confirmation. |
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Throughput Capacity Maximum sustained number of trades/orders per second. |
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Automated Monitoring Health checks and real-time alerts for resource utilization and system errors. |
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Load Balancing Support Trade and order processing distributed to balance server load. |
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Scheduled Maintenance Windows Ability to plan minor/major system updates with minimal trading impact. |
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Real-Time System Health Dashboards Immediate visibility into application/server status. |
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Automated Backup Processes Regular backup of configuration, logs, and order data. |
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Multi-Factor Authentication Supports MFA for all user logins. |
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Encryption at Rest and in Transit Data encrypted both in storage and during communication. |
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Role-Based Access Control User access enforced at role/group level. |
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Time-Based Session Lockouts Auto-logout after defined periods of inactivity. |
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Audit Logging Immutable logs track all actions and changes. |
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Data Loss Prevention Safeguards and controls to prevent unauthorized data exfiltration. |
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Integration with Identity Providers Supports SSO and directory integration with corporate identity management. |
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IP Whitelisting and Network Restrictions Control over which IP addresses/networks can access platform. |
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Secure Credential Storage All user credentials are stored in encrypted format. |
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Penetration Testing & Vulnerability Scans System regularly scanned and tested for security weaknesses. |
. | No information available |
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Full Audit Trail Comprehensive logs of every user, order, and system event. |
. | No information available |
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Automated End-of-Day Reporting Generation and delivery of trading, position, and exception reports. |
. | No information available |
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Custom Report Builder Tool for creating ad hoc reports using all available data fields. |
. | No information available |
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Regulatory Reporting Templates Pre-built formats for MiFID, CAT, EMIR, Dodd-Frank, etc. |
. | No information available |
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Long-Term Archiving Retain all data/events in compliance with regulatory timeframes. |
. | No information available |
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Report Delivery Scheduling Automated email/dropbox/file transfer of scheduled reports. |
. | No information available |
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Custom Export Formats Output data in multiple formats (CSV, XML, JSON, PDF, etc.). |
. | No information available |
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Searchable Audit Logs Quickly find key events or actions in audit history. |
. | No information available |
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Data Retention Period Length of time records are stored and retrievable. |
. | No information available |
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On-Demand Report Generation Speed Average time to generate standard reports. |
. | No information available |
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24/7 Technical Support Round-the-clock access to vendor's technical assistance. |
. | No information available |
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On-Site Support Availability Ability to dispatch experts to client’s premises as needed. |
. | No information available |
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Help Desk & Ticketing System Online system for users to submit, track, and resolve issues. |
. | No information available |
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Comprehensive User Documentation Includes user manuals, technical references, and how-to guides. |
. | No information available |
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Training Programs Onboarding and ongoing training options for staff. |
. | No information available |
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Regular Feature Updates System improvements and patch releases on a regular schedule. |
. | No information available |
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Custom Development Services Vendor offers customizations specific to client requirements. |
. | No information available |
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Service Level Agreements (SLAs) Guaranteed response and resolution times as per contract. |
. | No information available |
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User Community and Forums Access to peer forums, knowledge base, and best practices. |
. | No information available |
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Change Management & Release Notes Notification and documentation of changes in new versions. |
. | No information available |
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