A fully hosted, browser-based OMS for hedge funds, RIAs, and family offices. We handle all FIX connectivity — brokers, custodians, and Bloomberg — so your team can focus on trading.
Purpose-built for firms that need professional infrastructure without enterprise complexity
Multi-asset order management and managed FIX connectivity for funds that need institutional-grade infrastructure without a six-figure implementation project.
OMS for Hedge FundsBlock order entry, multi-account allocation, and direct custodian FIX connectivity to Schwab, Fidelity, and Pershing — without manual order entry or spreadsheet risk.
OMS for RIAsConnect to Bloomberg EMSX, capture trades via FIX drop copy, and ingest Trade Capture Reports — all managed by TradeState, including Bloomberg certification.
Bloomberg FIX ConnectivityMost OMS platforms give you software and leave FIX connectivity as your problem. TradeState manages it for you — setup, certification, and ongoing maintenance included.
Request a DemoEvery broker and custodian has their own FIX spec and certification process. We own that complexity — managing setup, testing, and certification for every counterparty connection.
FIX sessions require monitoring and periodic recertification as counterparties update their infrastructure. We handle it — your connections stay live without internal overhead.
Need to connect a new prime broker or custodian? We configure and certify the new FIX session. Your team doesn't touch a config file.
All FIX sessions run over TLS-encrypted connections, meeting the security standards required by institutional brokers, custodians, and Bloomberg.
Multi-asset order management, broker-neutral and fully hosted
Enter orders manually or load via file, FIX, or API. View, manage, and act on your full order flow in a single real-time blotter across all brokers and custodians.
Allocate trades across sub-accounts, funds, or client accounts before or after execution. Export allocations directly to your accounting or back-office system.
Connect to Bloomberg EMSX to submit orders and capture executions. We manage the Bloomberg FIX certification and connectivity end-to-end.
Equities, fixed income, FX, futures, options, and OTC derivatives — TradeState handles all asset classes in a single platform regardless of strategy.
Every order, fill, amendment, and cancellation is logged with timestamp and user. Ready for prime broker reconciliation, LP reporting, or regulatory review.
Push trade data to your PMS, fund administrator, or accounting platform via flat file, REST API, or FIX. Custom integration formats supported.
Tell us about your setup and we'll walk you through how TradeState fits your operation.
Request a DemoNo commitment required — we'll discuss your brokers, custodians, and current workflow.