Moxy® automates manual trading and order management processes, freeing up time for managers to watch the market and focus on trading and investment strategy. Moxy`s more than 700 clients can attest to the fact that it?s the most comprehensive trading and order management toolset in the marketplace. It tightly integrates with other Advent applications to enable internal and external straight through processing (STP) and to unite mission-critical functions throughout an organization. This integration increases both productivity and profitability by eliminating the manual or duplicate efforts in the trading process.
Improve Portfolio Performance
Moxy offers an impressive array of order management and trading tools that enable portfolio managers and traders to maximize portfolio performance while meeting each client`s investment objectives. With powerful query tools, Moxy enables portfolio managers and traders to create groups of portfolios based on different portfolio characteristics.
Increase Trading Desk Productivity
Moxy increases trading speed and efficiency by automating a host of time-consuming manual tasks. Its easy-to-use intraday order management tools let firms calculate average prices over multiple fills and commissions based on broker or client specifications. Moxy not only does the math, but also processes trades with remarkable speed and efficiency.
Advent and Moxy are registered trademarks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.
Comprehensive Instrument Coverage for Trading All Security Types
Consolidate Multiple Trading Systems into One Integrated Platform
Moxy®, the industry's leading trade order management system, offers
comprehensive instrument coverage, including:
• Full support for all security types including multi-currency,
derivatives, swaps, fixed income transactions and complex hedging
strategies
• Collateral tracking which allows the derivative to be linked to
the underlying security
Portfolio Modeling, Rebalancing and “What-If” Scenarios
Simplify Complex Portfolio Management Workflow
With more than 650 clients using Moxy®, portfolio management workflow
has been optimized to:
• Rebalance single portfolios or groups against models
• Import models from outside of Moxy
• View 'what-if' scenarios
• Build models from existing accounts or indices
• Balance entire portfolios or select asset classes, sectors,
industry groups or security types
Pre-Trade and Post-Trade Compliance Checking
Minimize Regulatory and Client Risk
• Define restrictions for accounts based on securities, types, asset
classes and industry and sector weightings
• Define cash buffer requirements for portfolios
• Establish “hard” versus “soft” restrictions for flexibility in the
order creation process
• Place restrictions on trading pledged securities
• Integration with Latent Zero`s Sentinel, a rules-based compliance
engine
Electronic Order Routing and Trade Execution
Reduce Manual Processes and Optimize Your Trading Efficiencies
Moxy`s FIX-based solutions leverage the industry`s open standards to
provide choice in both counterparties and execution strategies. With
support for connections to full service trading desks, electronic
crossing networks (ECNs) and alternative trading systems, Moxy traders
can easily and quickly manage liquidity, price, commission cost and
speed of execution. By implementing the optimal execution strategy for
an investment objective, traders can improve investment performance,
lower risks, and reduce costs.
• Standard FIX message types such as new order single, order
cancel/replace, execution reports, allocations, DK, and many others.
• Support for custom tags using fixed mapping , mapped values or
derived values
• Two-way FIX messaging (e.g., orders out, fills back) as well as
one-way or unsolicited trade requests (UTRs), a method commonly used by
ECNs
• Currently support FIX 4.0 and 4.2
Flexible Allocation Methodologies
Streamline Post-Execution Order Management
• Automate allocation of partial and completed order executions
• Select from a set of allocation guidelines including pro-rata,
random or level ending percentage
• Closing methods by trading strategy, custodian or both
• Communicate allocation detail and step-outs
Real-Time Profit and Loss Monitoring and Trading Views
Provide Crucial Decision Support Tools for Traders
Moxy®, the industry's leading trade order management system, offers
critical decision support tools for traders, including:
• Monitor firm-wide positions based on user-defined views
• 'Slice and dice' security positions based on region, strategy,
analyst,
and tax-lot
• Work and track orders using personalized trading screens
Real Time Messaging Engine for Seamless Third Party Integration
Communicate in Real Time
• Utilize Moxy`s event-driven real time messaging engine to
communicate trade data to internal business applications
• Supports industry standard messaging formats
Rules Based Smart Order Routing
Ensure Best Trade Execution with Flexible Connectivity
• Utilize the Moxy® rules manager to route smaller trades
immediately on manager approval
• Enable auto-allocation of trades based on firm-wide mandates
