Separately Managed Accounts Solutions


The Omgeo OASYS and ALERT platforms have several features to enhance trade confirmation and ensure prompt settlement for separately managed accounts (SMAs). There are several documents and videos in the links below which detail best practices for maintaining delivery instructions and using stepouts to support prompt street side settlement in ACATS or RTTM.

Maintaining Standing Settlement Instructions in Omgeo ALERT for Separately Managed Accounts +

Best Practices: Populating Standing Settlement Instructions (SSIs) for Separately Managed Accounts (SMAs) +

View Omgeo OASYS 7.0 for Separately Managed Accounts Video +

OASYS SMA Trade Away Workflow +

Take a detailed look at the SMA workflow on OASYS-TradeMatch +

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Realize up to a 50% reduction in trade-away processing costs.


Leverage one platform to seamlessly communicate with plan sponsors.

Implement an effective trade-away process, ensuring adherence to best execution policies.

Minimize errors and costs associated with rekeying trade and allocation data into OMS, PMS, and custodial systems.

Adopt a proven, industry standard to streamline your trade workflow.


Provide managers with a single point of access for communicating account-level allocations.

Reduce manual, labor intensive processes around trade-aways.

Support managers best execution requirements by providing greater transparency on trade-aways.
                                                                                                                                      
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