Sell-side firms need to convert expertise into action at a relentless pace. Our global order and execution management solutions for equities and equity derivatives span your entire workflow, delivering functionality and connectivity designed to increase revenue, optimize efficiency, improve direct market access and manage risk.

SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS

Bloomberg Sell-Side Execution & Order Management Solutions (SSEOMS) offers an integrated suite of solutions for idea generation, liquidity management, electronic order flow, market execution, positions and P&L, risk management, compliance, and middle and back office operations. Its intuitive navigation, customizable views and advanced tools help optimize equities and equity derivatives trading workflow across the entire firm.

Optimize workflow

• Front office: Order flow capture and execution management with trading and sales workflows
• Middle office: Trade processing solutions and customer account management
• Back office: Automatic trade reporting and real-time alerts for handling trading breaches

Increase direct market access

• Connectivity to exchanges and diverse liquidity pools
• IOI capabilities to target institutional holders
• Manage Care or DMA client orders with automatic routing rules with true “no touch” capabilities

Manage risk and compliance

• Firm-wide transparency into real-time positions and P&Ls
• Real-time alerts on trading breaches, trading limits and thresholds
• Global regulatory and trade history reporting

Improve operational efficiency

• Real-time integration with back office providers
• Allocation managed via full integration to Omgeo and direct FIX connectivity to clients’ OMS

COMPREHENSIVE CONNECTIVITY

Trading workflows typically require users to move in and out of disparate systems. SSEOMS offers a more streamlined approach. It is fully integrated with the Bloomberg Professional® service, providing a single, convenient workspace with all the connectivity you need. SSEOMS is a complete market access solution with connections to exchanges and diverse liquidity pools for any given market. It also enables firms to fulfill market making obligations and work customer orders directly from market depth and complete proprietary trades.

• Handle IOIs and other analytics
• Distribute orders as well as market color
• Publish research
• Merge order data with proprietary data and apply industry standard analytics
• Access 80,000 buy-side professionals

INCREASE ORDER FLOW AND PRODUCTIVITY

Faced with unprecedented demand for higher productivity and lower costs, sell-side equity firms need to do more with less. That means targeting customers with orders and ideas in an intelligent and focused way — without relying on a fragmented collection of tools that slows productivity.

The Bloomberg Sales & Trading Efficiency Platform (STEP) offers a more straightforward solution. It automates daily sales and trading tasks and streamlines the entire communications process to maximize order flow. STEP provides all of these powerful capabilities:

• Integrates with any third-party or proprietary OMS as well as Bloomberg SSEOMS
• Receives, stores and analyzes customer activity
• Distributes order flow intelligently
• Analyzes history, holdings and other criteria to identify best customers to target
• Provides real-time alerts to sales and trading
• Uses the customer’s preferred contact method to deliver targeted order details