sell-side execution & order management solutions

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SELL-SIDE EXECUTION &
ORDER MANAGEMENT SOLUTIONS (SSEOMS)
A Bloomberg Trading Solutions Offering
BE
AGILE
EXPAND
YOUR
REACH
Bloomberg Trading Solutions delivers front-end
portfolio, inventory, sales and trading and middle and
back office operations solutions. With these solutions,
buy-side and sell-side firms gain unrivaled agility to
respond to their changing business needs, and market
regulations and innovations. Fully integrated with the
Bloomberg Professional® service, Bloomberg Trading
Solutions provides access to unmatched analytics, data,
news and the largest financial network, supported by
Bloomberg global customer service at the local level.
CONTENTS
02 SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS
04 OPTIMIZE YOUR WORKFLOW
05 INCREASE DIRECT MARKET ACCESS
06 MANAGE RISK AND COMPLIANCE
07 IMPROVE OPERATIONAL EFFICIENCY
BUY-SIDE AND
SELL-SIDE FIRMS
GAIN UNRIVALED
AGILITY TO
CHANGING
BUSINESS NEEDS,
AND MARKET
REGULATIONS
& INNOVATIONS
SELL-SIDE
EXECUTION
& ORDER
MANAGEMENT
SOLUTIONS
GLOBAL SOLUTIONS FOR SELL-SIDE EQUITY FIRMS
Whether you’re a trader, compliance manager, or IT
manager, you face the challenge of doing your job in
the most efficient way possible. You need sell-side
solutions that help you generate revenue, attain best
execution, manage risk and compliance and deliver
the best technology solution. Bloomberg provides
global trading solutions to meet those needs.
Bloomberg Sell-Side Execution and Order Management
Solutions (SSEOMS) deliver global order and execution
management solutions for front-end sales and trading and
middle and back office operations. SSEOMS offers an
integrated suite of solutions including: idea generation,
liquidity management and electronic order flow; market
execution, positions and P&L and risk management;
compliance and middle and back office operations. With
SSEOMS, you can optimize your workflow, increase
direct market access, manage risk and compliance,
and improve operational efficiency.
Bloomberg delivers SSEOMS on a hosted platform
for flexibility and scalability because markets evolve
and your needs change. It eliminates the need to have
dedicated workstations or servers on your premises, so
you can lower your total cost of ownership. We take on
the burden of keeping up with the costs of development
inherent with changing markets, such as infrastructure
build-outs, version upgrades, data sourcing, continual
tuning and system maintenance.
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
Leverage the largest financial
network in the world
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°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
SSEOMS is fully integrated with the
Bloomberg Professional service, so
you can take greater advantage of easy
access to Bloomberg business and
financial news, data and analytics
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS (SSEOMS) 02 // 03
OPTIMIZE
YOUR
WORKFLOW
TOOLS FOR SALES, TRADING AND OPERATIONS
Bloomberg recognizes that traders, salespeople, middle-office and back-office professionals all have
very different needs. SSEOMS provides users intuitive navigation, customizable views and advanced
trading tools to optimize workflow.
SSEOMS FOR TRADERS
• Build custom views, columns and alerts to display key
data elements that are most critical to your workflows
• Create strategies and view historical performance
• Gain better transparency into the market with
multi-market trading across liquidity pools
SSEOMS FOR SALES
• Shop trade ideas and strategies to customers
• View real-time and historical commission reports
• Search internal order inventory
• Receive news and corporate action alerts on
customer focus lists
SSEOMS WORKFLOW
SSEOMS FOR MIDDLE OFFICE
• Access a central blotter with trades, summary views
and ticket matching features
• Confirm and allocate customer block trades with
post-trade processing tools
• Quickly open new customer accounts on a custom
middle office dashboard
SSEOMS FOR BACK OFFICE
• Automate the trade reporting process with a rules
based engine for timely execution reports.
• Real-time alerts to manage trading breaches
• Real-time alerts audit reports to display full
order lifecycle
INCREASE
DIRECT MARKET
ACCESS
CONNECT TO EXCHANGES AND
DIVERSE LIQUIDITY POOLS
SSEOMS provides a complete market access solution connecting to exchanges and diverse liquidity pools
for any given market. SSEOMS also provides the solutions to fulfill your market making obligations and work
customer orders directly from the market depth and trade proprietarily.
• Gain instant access to thousands of electronic
counterparties, third-party FIX networks, buy-side
order management systems, global exchanges,
MTFs, ECNs, brokers, dark pools and algorithmic
trading destinations
• Target institutional holders, the Bloomberg IOI network
and buy-side OMS systems, or take advantage of
capabilities to deliver IOIs via personalized email,
or anonymous instant messaging
• Manage Care or DMA client orders with automatic
routing rules with true “no touch” capabilities,
including custom route buttons to send orders to
whichever market you want with the parameters you
need. Leverage algorithmic and smart order routing
technology for execution or send orders to a
third-party algorithmic destination
SSEOMS CONNECTIVITY
TRADE REPORTING
VENUES
SSEOMS
EXCHANGE
CONNECTIVITY
BROKER
DEALERS
ALGORITHMIC
TRADING
BUY-SIDE
OMSs
BACK
OFFICES
SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS (SSEOMS) 04 // 05
MANAGE
RISK AND
COMPLIANCE
TRACK FIRM-WIDE POSITIONS AND ORDER HISTORY
SSEOMS provides a full range of real-time solutions to manage risk and compliance.
• Increase visibility throughout your firm with easy
access to real-time positions and P&Ls individually
and across the firm
• Integrate the position monitor with the Bloomberg
Professional service enabling employees to view
real-time news, data and analytics while tracking
firm-wide positions and risk
• Meet global regulatory obligations and receive
firm-wide transparency
• Set trading limits, thresholds and receive real-time
alerts on trading breaches
• Maintain accurate order history for trade reporting
with time stamping
• Utilize industry standard, real-time supervisory reports
SSEOMS REGULATORY REPORTING
REG SHO
REG NMS
MIFID
REGULATORY
REPORTING
SSEOMS
TRADE
REPORTING
RISK
CONTROLS
IMPROVE
OPERATIONAL
EFFICIENCY
SEAMLESS WORKFLOW FOR
STRAIGHT THROUGH PROCESSING
SSEOMS INTEGRATION
THIRDPARTY
PROVIDERS
OMS TARGETED
IOI INTEGRATION
SSEOMS
BACK OFFICE
INTEGRATION
OMGEO
ALLOCATION
PRODUCTS
SSEOMS improves firm-wide operational efficiency through seamless workflow and pre-integration with the
Bloomberg Professional service and third-party providers to achieve straight through processing.
• Onboard buy-side connectivity with existing
Bloomberg routers or utilize third-party network firms
• Limit dual entry to third-party systems with real-time
integration with back office providers
• Manage the allocation process with full integration to
Omgeo’s suite of products and direct FIX connectivity
with your clients’ OMS
SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS (SSEOMS) 06 // 07
ABOUT
BLOOMBERG
Bloomberg is the world’s most trusted source of information
for financial professionals and businesses. Combining
innovative technology with unmatched analytics, data,
news and tools, Bloomberg delivers critical information
via the Bloomberg Professional service and multimedia
platforms. Bloomberg Enterprise Solutions provides leaders
in corporations, finance and government with a dynamic
network that allows them to access, integrate, distribute and
manage information and technology across organizations
more efficiently and effectively.
08 // 09
SELL-SIDE EXECUTION & ORDER MANAGEMENT SOLUTIONS (SSEOMS)
////////////////////////////////////////////////////
Bloomberg Trading Solutions and SSEOMS
not only help address the needs you have
today, but also prepare you for those to
come. To learn more email our SSEOMS
team at sseomsb@bloomberg.net
////////////////////////////////////////////////////
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