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Portfolio management system (PMS), execution management system (EMS) & order management system (OMS)

This video provides a comprehensive guide to OMS, PMS (portfolio manager systems) and EMS (trading systems). It’s meant for investment managers such as asset managers, asset owners and hedge funds. I cover everything you need to know: what these systems are, how they relate to each other, and the considerations when selecting system(s). I cover the variations of POMS, OEMS, POEMS (the combinations of functionalities in the Front Office) and even Front-to-back systems that cover more than “just” these 3 components. The video is designed for: Front Office users (portfolio managers and traders) Investment operations (leaders and individual contributors) System selection decision-makers and stakeholders (such as C-level execs, consultants, and business analysts). It’s meant for institutional/professional investment managers from small ($100m+) to sizable (up to $100bn). In other words, this video is focused on advanced, enterprise OMS/PMS/EMS platforms (not software for personal use). For a broader system landscape analysis for buy-side firms, see:    • Fund Management Software: Guide to selecti...   I’m the co-founder and CEO of Limina, with experience across both Front Office and Operations—which gives me a unique perspective that connects the two. This guide is the resource I wish I’d had when I was searching for the best Front Office technology. Cutting through the marketing noise to find a solution that fits your firm—not just today, but as it evolves—can be a real challenge. This guide is designed to help you do exactly that. In this video, I go into depth on: Introduction to what OMS, EMS and PMS are (in the financial industry). We also cover the differences between OMS, trading systems and PMS – the line isn’t always obvious and there is indeed overlap Deep dive into the top features of each Complementary system capabilities, often overlooked, that can boost your firms’ overall efficiency What to consider when comparing providers. We cover everything from cost, smooth workflows, notifications and more. This is almost half the video, and the most appreciated part! If you want to check out Limina’s full-feature system, you can do that here: https://www.limina.com/solutions/over... Chapters: 0:00 Introduction 00:42 What OMS, PMS and EMS are 2:16 Features of Order Management Systems (OMS) 3:21 Features of Portfolio Management Systems (PMS) 4:34 Features of Execution Management Systems (EMS) 5:14 Pre- & Post-Trade Compliance 6:45 Adjacent features for investment operations and data management 10:02 Evaluating vendors: Benefits of all-in-one systems (instead of best-of-breed or point solutions) 10:56 Evaluating vendors: Position & cash management 12:53 Evaluating vendors: Workflow efficiency (don’t miss this!) 13:39 Evaluating vendors: Easy of connectivity 14:52 Evaluating vendors: Asset class coverage 15:38 Evaluating vendors: A modern, cloud-native solution 17:12 Evaluating vendors: Pricing & total cost 18:44 What is Limina? 20:47 Learning more You can also access this guide in written form here: https://www.limina.com/blog/ems-vs-om... ---- ---- ---- ---- ---- ---- ---- ---- Beyond YouTube, the other great place to find me is on LinkedIn: https://hubs.li/Q03bFSTW0. Feel free to connect or follow - I post a few times per week about investment software, insights from our engagements with clients (investment managers), operational efficiency (exception-based workflows), operating models and more. Please subscribe to my YouTube channel to keep up with the latest guides, research, etc., that we have put out!

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