Discover how a leading asset manager streamlined internal messaging, reduced reporting errors, and cut integration costs by 50%.
A global asset management firm managing multi-billion-dollar portfolios across various investment classes faced operational inefficiencies due to fragmented OMS and back-office systems. Each platform used proprietary data formats, leading to frequent errors, high integration costs, slow onboarding for new systems, and challenges in meeting regulatory reporting requirements.
TradeHeader implemented a customised internal messaging solution based on open standards—FpML, ISO 20022, and FIX—establishing a unified data framework connecting OMS platforms, back-office systems, and external services. Validation and enrichment tools ensured data accuracy and regulatory compliance. The results were striking: a 50% reduction in integration costs, 40% fewer reporting errors, faster onboarding of new systems, and full compliance with CFTC and ESMA regulations. This transformation provided the firm with operational agility, a scalable infrastructure, and a foundation prepared for future growth and evolving regulatory requirements.
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