Valdi OMS Allocations

Valdi OMS Allocations helps you automate more than 75 percent of your allocations processing. This software increases efficiency and reduces errors, freeing your employees to work on other valuable tasks. Its rules-based engine and user-friendly interface can be customized according to the demands of your business. The software automatically identifies trade and allocations exceptions. You can manually match and accept trades, update trade details and account information or send reject messages back to Oasys.

Features

  • Automates allocations processing for increased efficiency
  • Offers a customizable rules-based engine
  • Processes exceptions and allows users to match and compare information
  • Features powerful filtering capabilities and a user-friendly interface
  • Connects directly to Oasys for speedy delivery of allocations

Benefits

  • Reduces errors and the need for manual data entry
  • Allows for user input in matching trades and overseeing exceptions
  • Sorts allocation information so users can prioritize their work
  • Compares incoming data automatically
  • Helps ensure efficient communication with Oasys even during peak-volume periods