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OMS RMS

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OMS/RMS Trading Interface

Order Management System

Order Management Systems (OMS) have become an integral part of a trader's workflow and have become increasingly more sophisticated in trading firms. OMS, along with the Risk Management System (RMS), serve as automated, external communications, allowing traders to electronically collect, route, and instruct orders from portfolio managers, aggregate orders into larger quantities, and route them to broker-dealers for execution. Both OMS and RMS are integrated with advanced analytic capabilities and robust APIs.

  • Client Registration
  • Compliance
  • Order Entry/Routing
  • Risk Monitoring and Calibration
  • Order History
  • Real-Time Analytics
  • Trade Modification
  • Audit Trails

Few More Details

Client Details

  • Addition of dealers and clients in bulk.
  • Modification of dealers and clients
  • There are 4 types of users available in the system Web Retail Client, Retail Client, Dealer, Super Admin

Mapping

  • Mapping dealers to client can be done in bulk and vice versa.
  • Enables bulk validation to ensure accurate and error-free dealer-to-client mappings

Compliant

  • Update bank details of client that are already created in the system.
  • Strong data encryption to safeguard bank details during the updating process

Reports

  • Reports such as orderbook,tradebook,net-postion,holding equity and derivative brought forward position are available.

Easy Uploads

  • Easy uploading features helps to make work simple reduce time and man power.
  • It can be easily integrated with back office software.

API's Integration

  • APIs to integrate with Back Office Systems & Databases.
  • Handle large volumes of data and transactions, ensuring scalability with security.

Understanding Thematic Investing

Thematic Investing Demystified: Thematic investing revolves around the construction of an investment portfolio centered on a specific theme, trend, or idea. It allows you to invest in a diversified range of companies within a particular sector or industry aligned with that theme, eliminating the complexities of stock selection.

Intellect Software

India's Best Trading Solutions Provider

Since 2011.

  • Simplifies and streamlines stock selection.
  • Focus on large-scale, long-term trends.
  • Diversified portfolio within a single thematic basket.
  • Managed risk due to controlled basket allocation (RMS feature).
Thematic Investing Image

Few More Details

Multi Admins

  • Assigns privaliges such as user creation,modification to multipal admins.
  • Use TT to get a complete picture of your firm’s orders, fills and positions.

Surveillance Master

  • Through Surveillance master limits can be set to members,branch and clients.
  • Limit inclusions provided to control MTM and User Margin on bases of their ledger balance, adhoc, payments and derivative margins.

Product Scrip Basket

  • Script wise margin % can be set for different products.
  • Allow / Disallow Fresh Buy / Sell.
  • Allow / Disallow SquareOff against Buy / Sell Intraday & Delivery positions.

Quantity and Value Limit

  • It is use to set exchanges wise,group wise,instrument wise and scrip wise limit for memeber branch dealer and client level.
  • Create multiple templates and assigne it to their clients according to type of client.

Ban Securities

  • Can be used to restrict scrip at member level.
  • Ban option contracts of near, next, far month expiry but defining ban percentage.
  • Intellect file format is available for ban security.

Client Risk Privilege

  • Limit Inclusions such as Ledger Balance, Adhoc, Payment/Receipts and PDHV.
  • Limit inclusions in Margin and MTM limit utilization (Notional Profit/Loss & Booked Profit/Loss).