Trade Order Management Solutions (TOMS)

What is Trade Order Management / OMS?

A Trade Order Management System (TOMS / OMS) helps financial institutions manage the trade lifecycle from order creation and routing through execution, allocation, and post-trade processing.

The Enosys Group designs, implements, integrates, and optimizes trade order management systems built for complex, multi-asset trading environments. Our solutions improve workflow efficiency, strengthen operational controls, support regulatory requirements, and provide greater visibility across trading operations.

From OMS implementation and system integration to workflow automation and straight-through processing (STP), Enosys helps firms modernize trading technology while connecting front-office platforms with critical middle- and back-office systems.

Our systems empower institutional investors, hedge funds, asset managers, and broker-dealers to trade efficiently while maintaining regulatory compliance and real-time visibility across all portfolios.

Empower Your Trading Operations With The Enosys Group

Design, implement, and enhance trade order management systems aligned with your firm’s trading workflows, technology environment, and operational requirements.

Automate trade workflows and improve STP across order creation, routing, execution, allocation, and downstream processing.

Integrate OMS platforms with portfolio management, accounting, compliance, reporting, market data, and other critical financial systems.

Evaluate existing trade order management systems, identify workflow and technology gaps, and improve performance, scalability, controls, and user experience.

Trading Operations Success Stories

Explore how Enosys Group helps financial services organizations solve complex operational, reporting, and data management challenges. Our success stories showcase real-world solutions that improved reporting accuracy, streamlined processes, strengthened data integrity, and supported successful business transformations.

InvestCloud APL Portfolio Management & Trading Software Implementation

Enosys partnered with a Top 5 U.S. Wealth Manager/Private Bank and a leading TAMP to implement InvestCloud’s APL portfolio management and trading platform as part of broader digital transformation initiatives. By leading program management, testing, feature development, and implementation efforts, Enosys helped deliver enhanced trading capabilities, improved platform stability, streamlined reconciliation processes, and a more standardized advisor experience across both organizations.

Target STP Technology Infrastructure Strategy

Enosys developed a target STP technology infrastructure strategy for a leading U.S. Mutual Fund company — assessing the current-state environment and delivering actionable recommendations to modernize and rationalize technology across order management, trade processing, corporate actions, and reconciliation functions.

Front-to-Back Business Process Assessment for Growth Planning

Enosys conducted a front-to-back business process assessment for a boutique asset manager — identifying pain points and improvement opportunities across portfolio management, trading, portfolio accounting, and office administration to ensure the firm’s operations could support its planned growth.

Client & Advisor Service Delivery Reengineering Account Opening, Trading, Reporting & Operations

Enosys led a reengineering engagement for a top-five U.S. full-service wealth manager, reviewing organization, process, and technology across account opening, trading, asset servicing, and client reporting. The team produced over 100 recommendations and designed an FA Service Center model to improve how operational functions support financial advisors and their clients.

Get in Touch

For over 30 years, Enosys Consulting has helped financial institutions optimize front, middle, and back office operations. Our team works side by side with clients to modernize systems, streamline processes, and strengthen technology environments delivering measurable reductions in overhead, operating costs, and risk.

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