Streamlining Order Management and Compliance with Automation

In today’s competitive environment, funds operating in private credit, illiquid, and OTC spaces must efficiently manage trade booking and compliance checks in real-time. However, using traditional OMS tools and manual spreadsheets makes this task extremely challenging, especially when dealing with a complex ecosystem of data sources and vendors.

In this webinar, Piyush Singhi, Senior Managing Director of Credit and Private Funds at Indus Valley Partners will discuss how a fully automated OMS solution can streamline the management of orders, trades, allocations, and compliance while seamlessly integrating with upstream and downstream systems for trade capture and accounting.

• How an automated solution can save time and improve alpha
• Pushing trades across to multiple vendors through a control-led workflow
• Trade tickets and common workflows for more complex securities
• Two-level allocations at the fund and portfolio level
• Streamlining compliance with quantitative and qualitative rules
• Hypothetical trading scenarios with built-in compliance checks
• Complete demo of the IVP OMS solution