Moxy OASYS Two-Way Interface

Automate Trade Allocations to Brokers

The Moxy® OASYS two-way interface takes the industry’s most comprehensive trading and order management system, Moxy, and links it to Omgeo’s OASYS, the industry’s standard for automating domestic fixed-income and equity trade allocation to brokers.

Once block trades are created in Moxy, you can automate the process of sending allocations based on predefined triggers. The two-way interface allows you to view messages from the OASYS workstation, so you can quickly spot any errors from the investment manager or broker. As a result, you gain a single view of trading and broker allocations.

Key benefits of Moxy OASYS include:

• Single point of view for trading and allocations
• Real-time exception processing of allocations
• Link to central matching (Omgeo’s OASYS - TradeMatch)
• Accept or reject trade details and allocations on the same day

Reduce the Risk of Failed Trades

With the integration between Advent’s Moxy and Omgeo’s OASYS, your firm can replace error-prone manual processing of data with electronic processing of allocations. This creates efficiencies, lowers operating costs, and greatly reduces the risk of failed trades. Investment managers can also choose to add continuous enrichment functionality via a centralized standard settlement instruction database, Omgeo ALERTSM, as well as automated settlement notification to custodians and settlement agents.

(Available only in North America)