TradeSmart OEMS

Reimagine investing with TradeSmart, a single, integrated and connected solution with comprehensive trading and order management capabilities. Enhance, automate, and simplify complex order workflows across asset classes, all on a single screen.

Empowering Sophisticated Investors for Decades

TradeSmart is a premier, purpose-built solution, empowering the world’s most sophisticated investors and their teams across asset classes and geographies for over 30 years. Trusted by 400+ clients — from the top 10 global banks and asset managers to innovative startups — TradeSmart is the leading global, multi-asset class SaaS platform with connections to an extensive network of 250+ brokers and banks, award-winning SaaS infrastructure, 390+ staff across 13 global offices, and a proprietary FIX network that connects financial institutions globally.

A Single, Integrated Solution for All Asset Classes

TradeSmart covers all the essential elements to power sophisticated institutional trading desks — from multi-asset execution and automation to compliance, analytics, and global support.

Multi-Asset

Invest across equities, fixed income, futures, derivatives, options, OTC, and digital assets — from a single login.

Automation

Automate order flow, operational needs, and compliance requirements with AutoRoute, AlgoWheel, latest broker algos, and advanced order shaping.

Configurable

Enhance workflows with flexible API integration, quant-driven workflow coverage, and trader workspaces tailored to each desk and role.

Architecture

Global, SaaS and cloud-based. Scalable, open architecture with disaster recovery, security, and 99.99% uptime deployments.

TS Imagine - Built for complexity at scale

Data

Embedded security master, tick-by-tick database powering real-time analytics, and comprehensive Snowflake + Cortex AI + Streamlit TCA dashboards. Query your trading data in plain English — no SQL required.

Support

Global 24x6 institutional support in New York, Montreal, London, Singapore, and Hong Kong, with specialized account management.

TradeSmart OEMS Highlights

Fully Integrated Order and Execution Management

Portfolio Management
Trading
Analytics
Compliance
Operations

Portfolio Management

Manage investment portfolios across asset classes and strategies.

Exposures and Cash Management
Real-Time Profit and Loss Calculations
Rebalancing and Order Generation
Multi-Level Data Aggregation
Trade Tagging
EOD Valuations
PB and Fund Admin Certification

Trading

Enhance, automate, and simplify complex order workflows. Achieve best execution and maximize productivity.

Multi-Asset Trading
Order Staging and Routing
E-Locate
Auto-Route
Basket Trading
Algo-Wheel
Allocations
Advanced Grouping and Order Shaping
Custom Strategy Server
Real-Time Performance Monitoring and Alerting
Trade Intelligence: Storyline and Historical Orders
TRS / Swap Order Management
Multi-Leg Options Strategies

Analytics

Transform insights with powerful analytical tools that differentiate the most sophisticated investors. Empower your team to make data-driven trading decisions.

Pre-Trade Analytics
In-Trade Analytics
Post-Trade Analytics
AI-enabled reporting powered by Snowflake and Cortex AI, with interactive Streamlit dashboards
175+ Benchmarks
Custom Reporting

Compliance

Maintain regulatory requirements, achieve best execution, and ensure there are guardrails in place for safe trading throughout the order lifecycle with pre-trade and post-trade compliance tools.

Operational Risk
Position Based Limits
Third-Party Risk Checks
Cross Trade Prevention
Order Marking

Operations

Save time and increase operational efficiency with reporting and data tools.

File/Data Management
Trade Reporting
Fees and Commissions
Tick by Tick Database

Hear from Our Customers

"At Lambda Capital AG, we consider strict risk management and the ability to expose our portfolios to simulated market shocks at any time to be core elements of a modern risk approach. TS Imagine provides us with a comprehensive and reliable solution to structure our positions simply and efficiently, taking into account the different styles of each portfolio."

Lambda Capital

"I have been using the TradeSmart EMS for several years now and it has revolutionized the way I manage my trades... and achieve better results during execution."

CDR

Transaction Cost Analytics

Level the Playing Field with Data

TS Imagine’s powerful data management differentiates the most successful investors, empowering traders to quickly combine knowledge and expertise with data-driven insights. TCA provides complete visibility into execution performance across all counterparties and venues, with 175+ benchmarks and 10+ live dashboards powered by Snowflake, Cortex AI, and Streamlit.