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FactSet Portware

A thinking execution management system for automated, intelligent trading.

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Overview

FactSet Portware is a high-performance, multi-asset class trading solution that combines the functionalities of an Execution Management System (EMS) and an Order Management System (OMS). It is designed for automated, intelligent trading, leveraging AI to optimize execution strategies and provide decision support tools for traders.

✨ Key Features

  • Execution Management System (EMS)
  • Order Management System (OMS)
  • AI-Powered Trading Automation
  • Multi-Asset Class Support
  • Global Market Access
  • Transaction Cost Analysis (TCA)
  • Pre- and Post-trade Compliance

🎯 Key Differentiators

  • Advanced AI and machine learning for trade automation and decision support
  • Strong focus on execution management (EMS)
  • Integration with FactSet's broader data and analytics platform

Unique Value: Empowers traders with AI-driven tools to automate workflows and optimize execution quality across asset classes.

🎯 Use Cases (3)

Asset Managers Hedge Funds Broker-Dealers

✅ Best For

  • Automating complex, multi-asset trading strategies to reduce market impact and improve execution quality.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms that do not require sophisticated execution management capabilities.

🏆 Alternatives

FlexTrade Refinitiv REDI SS&C Eze Bloomberg AIM

Offers more advanced and integrated AI capabilities for execution management compared to traditional OMS platforms.

💻 Platforms

Desktop

🔌 Integrations

FactSet Workstation

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing
Visit FactSet Portware Website →