FactSet Order Management System (OMS)
from FactSet
Comprehensive order and execution management system supporting the entire trading lifecycle, with portfolio modeling, rebalancing, compliance checking, order routing, execution, and allocation. Provides real-time market data, analytics, and multi-broker connectivity.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
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1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive SLA with uptime, support, and response is quoted for FactSet hosted products.
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2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Change management support for workflow or regulatory/business changes is in the FactSet services offering.
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3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
Client community/forums are commonly provided for FactSet platforms.
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4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
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5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
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6. User Training Programs
Formal training offerings and user education.
Formal training and user education are available.
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7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Implementation assistance for onboarding, migration, and integration is part of FactSet professional services.
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8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product help and searchable knowledge base are provided.
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9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account management teams are typical for enterprise FactSet clients.
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10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 support availability is listed in SLAs for mission-critical services.
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Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
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Performance & Reliability
(5 Yes /5 Known /10 Possible features)
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Workflow & Automation
(9 Yes /9 Known /10 Possible features)
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Data Management & Quality
(9 Yes /9 Known /10 Possible features)
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Security & Access
(7 Yes /7 Known /10 Possible features)
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Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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User Experience & Workflow
(8 Yes /8 Known /10 Possible features)
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Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)
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Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Core Order Management
(11 Yes /11 Known /13 Possible features)
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Publicly available data.
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