Order and Execution Management System

Trusted by Traders at Top Firms

Traders at leading investment managers trust Charles River’s Order and Execution Management System (OEMS) to manage global multi-asset trading desks and achieve best execution. Easily execute across asset classes quickly, accurately and transparently.

Charles River OEMS

High-powered trading in an enterprise platform

Streamline and automate an inefficient process and re-direct focus from logistical hurdles to high priority trades.

Wasting time scanning the market for liquidity and completing manual workflows is stressful. Empower traders with what they need on an all-in-one OEMS that covers a wide variety of asset classes.

300

Approximately 300 investment managers across 30 countries around the world trade on Charles River.

2X

A leading US Asset Manager doubled their AUM by acquiring and consolidating desks onto Charles River. They determined Charles River’s EMS capabilities were at parity with a standalone EMS system, but with the benefit of being part of a full investment management platform.

High quality trading outcomes. All-in-one, multi-asset OEMS

A Singular Trading Experience

Combining a rich OMS with a full EMS provides a unique trading experience.

✔ Reduce swivel-chair by incorporating more market data and liquidity information on a single pane of glass
✔ Streamline price discovery and vendor connectivity
✔ Maintain multi-day order lifecycle
✔ Better broker selection

Order creation through execution in one tool with fully managed FIX connectivity.

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Trade Without Boundaries on an Open Solution

Tune workflows as wanted, including trade automation.

✔ Easily route low touch orders
✔ Make informed routing decisions based on broad trade data
✔ Optimize workflows through dashboard personalization
✔ Quickly integrate new partners through an open architecture

An OEMS with agility and ability.

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All Assets. One OEMS. One Platform.

Separate systems break. That’s why we built a single, multi-asset OEMS and put it at the center of our investment management platform that combines:

✔ Portfolio management system
✔ Performance & risk analytics
✔ Compliance
✔ IBOR
✔ Post-trade management

Execute easier, stay compliant and stay connected.

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Seamless trading experience with combined order & execution

Disjointed systems impact results. Streamline trading with a combined OEMS with in-depth capabilities that sits at the center of our enterprise investment management solution.

Achieve best execution at scale

Order Lifecycle Management
Electronic Liquidity Access
Advanced Allocation Processing
Inventory Aggregation & Market Data
Trade Automation & Broker Wheel
MiFID II & Regulatory Reporting
Transaction Cost Analysis

Manage the journey from order construction through post trade with control, compliance and efficiency.
✔ Order construction and handling
✔ Crossing & Internal Transfers
✔ Program & list management
✔ Leverage pre-trade analytics
✔ Multi-day order series tracking
✔ Manage broker commissions & fees
✔ View & manage broker eligibility
✔ Live chat to sync with portfolio managers
✔ Full audit trail through post-trade matching

Fast and effective execution with direct, automated connectivity to external liquidity sources.
✔ Fully managed FIX network
✔ Connect directly to liquidity sources, including broker-dealers, algos, & dark pools
✔ Integrations to trading venues
✔ Open architecture to add new venues

Accurately allocate executed trades across multiple accounts, portfolios or sleeves.
✔ Rule Driven allocation for unique asset class needs
✔ Straight through processing
✔ Bridge the gap between execution and settlement
✔ Accuracy, automation and account-level allocation

Consolidated, real-time view of available liquidity and pricing across multiple sources.
✔ Connect & aggregate market data
✔ Price discovery
✔ In-trade analytics & real-time benchmarking
✔ New issues & inventory hub

Streamline execution workflows, reduce manual intervention and optimize broker selection.
✔ Automate no touch trades
✔ Focus on high priority orders
✔ Leverage a configurable broker wheel

Insure compliance with transparency and auditability.
✔ MiFID II reporting infrastructure
✔ Capturing and reporting trade & transaction reports

Insight into trading, broker and algorithmic performance.
✔ Enable lower execution costs
✔ Validate best execution
✔ Versatile measurements across security types

Celebrating Excellence in OEMS

See why leading traders trust Charles River to automate and optimize their workflows.

TabbForum: OMS/EMS Advances

The Wave: Highlights for OMS/EMS Advances

Order and Execution Management

The Wave: Highlights for OMS/EMS Advances

Order and Execution Management

As automation evolves, it’s transforming the buyside OMS/EMS space—broadening electronification and enhancing PM-trader communication.

The New Frontier in Trading Technology

Order and Execution Management

The New Frontier in Trading Technology

Order and Execution Management

TabbFORUM OMS/EMS Report: Charles River shares insights on building an open, interoperable platform that fosters commercial relationships.

40%

Fixed Income & Alternative investment manager increased efficiency and eliminated manual workflows by automating 40% of FX trade tickets on Charles River.

Client Success

A European asset manager was able to accelerate access to primary market data and improve execution speed using Charles River.

A global asset manager leveraged Charles River’s nimble platform to scale their business efficiently.

40%

Fixed Income & Alternative investment manager increased efficiency and eliminated manual workflows by automating 40% of FX trade tickets on Charles River.

Client Success

A European asset manager was able to accelerate access to primary market data and improve execution speed using Charles River.

A global asset manager leveraged Charles River’s nimble platform to scale their business efficiently.

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