Portfolio Order Management
The agent-native OMS overlay for growing investment managers — a real-time blotter, compliance enforced in the data layer, pre-trade what-if, and portfolio analytics, at a fraction of legacy pricing.
Real-time order blotter
Create → gate → approve → route → fill, with live row-level updates across every authorised user.
Compliance gate
Sector, issuer, cash and UCITS rules enforced in the database. Pass / warn / block — an order cannot route around it.
Pre-trade what-if
See exactly which limits a rebalance would breach — before a single order exists.
Rebalancer
Model → worksheet → orders, with drift, turnover and the compliance verdict in one view.
Accounts & cash ladder
Custody/cash accounts, manual transactions, and a forward cash projection by settlement date.
Performance & contribution
Return vs benchmark (MTD/QTD/YTD/1Y) and per-holding contribution, with a rebased chart.
Monitoring canvas
Exposure by asset class, sector, issuer and country, plus day-P&L movers.
Reconciliation
Prove you agree with your custodian to the basis point — positions, cash and trades, on trade and settle date. Import CSV or custodian SWIFT (MT535/536/940/950).
Tamper-evident audit trail
Every action across the firm — who, what, from → to, when — on an append-only, hash-chained log that detects any edit or deletion.
Roles & oversight
Viewer / trader / compliance / admin, with maker-checker overrides and audit access restricted to oversight.
AI copilot
Ask the desk in plain English — "top winners", "why is this order blocked?", "sector concentration". Read-only, grounded in your book, and every question is on the audit trail.
Agent-native
Drive the whole desk by natural language — the same services power the CLI, API, MCP and UI.
Compliance in the data layer
Most systems check rules in the application, where a bug or a direct write can slip an order through. POMS enforces the gate in the database itself — the order physically cannot route without a passing or overridden check.
Agent-native by design
POMS was built so an AI agent can operate it as a first-class user: propose a rebalance, run the gate, surface breaches, and wait for your approval — the same path a human takes.
See it before you trade
Pre-trade what-if runs proposed orders through the real gate with nothing written, so you know the compliance and exposure impact before you commit.
Transparent, value pricing
An indicative price in two minutes — no sales gate. Positioned well under legacy incumbents for a focused manager.
Fast to deploy
An overlay, not a rip-and-replace. Bring your holdings and go — CLI, API, MCP or the web workbench.
Honest about the edges
Holdings-basis performance today (true TWR on the roadmap), and live broker execution via the adapter framework. We tell you what is proven and what is coming.
Calculate your price
Asset classes
Trade integrations
Start with a 30-day sandbox trial, free.
Get a price proposal
Tell us about your setup and we'll come back with a specific proposal.
Talk to the team
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Get set up fast
An overlay on your data — live in days, not months.