How Multi-Custody and Multi-Broker Allocation Enhances Flexibility

The Need for Flexibility in Portfolio Management
Portfolio management often involves working with multiple brokers and custodians, each
with its own set of rules and processes. Managing investments across different institutions
can be complex, especially when trades and allocations need to be reconciled. Fintent’s
Order Management System (OMS) simplifies this by enabling multi-custody and multi-broker
allocations, providing unparalleled flexibility for portfolio managers.
The Challenges of Multi-Institution Management
Managing multiple custodians and brokers can quickly become unwieldy without a system
that integrates all parties. Whether it’s handling multiple fee structures, different asset
classes, or varying settlement timelines, working with multiple institutions without a
streamlined process can lead to confusion and errors.
How Fintent’s OMS Simplifies Multi-Custody and Multi-Broker Allocation
Fintent’s OMS is designed to handle the complexities of multi-custody and multi-broker
allocations with ease. Here’s how it enhances flexibility and efficiency:
● Customizable Broker Allocations: Fintent’s OMS allows portfolio managers to
allocate trades to multiple brokers with different fee structures, ensuring that trades
are allocated based on client preferences and institutional requirements.
● Seamless Custodian Integration: The system integrates with multiple custodians,
allowing for efficient tracking of holdings and transactions. This eliminates the need
for manual reconciliation, ensuring that the portfolio is always up to date.
● Automated Fee Calculations: Fintent automatically calculates and tracks fees for
each broker and custodian, ensuring that clients are charged accurately and
consistently.
● Consolidated Reporting: Even with multiple custodians and brokers involved,
Fintent provides consolidated reports that give managers a unified view of their
portfolios, reducing complexity and improving efficiency.
With multi-custody and multi-broker capabilities, Fintent’s OMS allows portfolio managers to
work with multiple institutions without the usual headaches, making the investment process
more efficient and flexible.