Allocare AG, Kantonsstrasse 3, CH-6246 Altishofen
Phone +41 62 748 65 65
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Allocare AG, Gartenstrasse 32, CH-8002 Zurich
Phone +41 62 748 65 65
Allocare AMS TOM

Allocare AMS TOM (Trade Order Management)

Allocare AMS TOM integrates order management functionality into Allocare AMS. It provides efficient order
generation options either for quick and easy single entries or by running algorithms to automatically rebalance
entire portfolios. Orders can be generated for single or multiple portfolios. Allocare AMS now supports the
entire investment cycle: from sophisticated simulation of orders to finally booking transactions.

Key Functionality

Realignment of single or multiple portfolios simultaneously.

Extensive commands in the order entry. Creation of orders for single or multiple portfolios.

Modelling against target weights / values / positions in the analysis tree or via order mask.

Running algorithms automatically generates orders for multiple portfolios. The current "Goto Target Portfolio"
algorithm creates orders for selected portfolios, so that their structure will match a given target portfolio
(e.g. the linked model portfolio).

Pre-trade compliance, such as constraints check, authorisation, and validation of orders.

A complete audit trail throughout all stages of the order. Historisation of all actions (tracing orders) is possible.


For further
information please
David Popp

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