Technology Consulting Services
Harris Tudor experts have deep experience with a wide range of implementation and enhancement activities for order and execution management systems, including:
Compliance Rules
We translate and implement your compliance business rules into your order management system’s compliance engine.
ETL Process Buildout
We implement Extract/Transform/Load processes for a variety of purposes, including indices for portfolio modeling and analysis.
Security and Permissions
Ensuring user accounts and groups are set up in a secure manner to allow access to managers, traders and operations while keeping non-compliant personnel out.
Performance Tuning
Clients often encounter system latency as trade, security master, and 3rd party loads increase. We can optimize database, server, and client workflows and SQL to address.
FIX Protocol Configuration
We add tags, repeating tags, broker rules, and other configurations to support FIX integration to brokers.
Security Master Enrichment
We assist with price and security enrichment to support portfolio analysis, trading and settlement.
Reporting
As clients advance with their use of an OMS, they find themselves limited by the standardized canned reports and older customized report. Client stakeholders look to extend or build new reports, capable of providing more sophisticated information.
Workflow Rules
We can implement a wide variety of workflow rules to address firm-specific needs. Including screen pop ups to alert compliance, traders and operational teams when work is ready to move through the system.