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TRADE ORDER
MANAGEMENT SOLUTIONS (TOMS)
A Bloomberg Trading Solutions Offering
BE
AGILE
EXPAND
YOUR
REACH
Bloomberg Trading Solutions delivers front-end
portfolio, inventory, sales and trading, and middle and
back office operations solutions. With these solutions,
buy-side and sell-side firms gain unrivaled agility to
respond to their changing business needs, and market
regulations and innovations. Fully integrated with the
Bloomberg Professional® service, Bloomberg Trading
Solutions provides access to unmatched analytics, data,
news and the largest financial network, supported by
Bloomberg global customer service at the local level.
CONTENTS
02 TRADE ORDER MANAGEMENT SOLUTIONS
04 OPTIMIZE YOUR WORKFLOW
05 INCREASE GLOBAL DISTRIBUTION TO THE MARKETS
06 MANAGE RISK AND COMPLIANCE
07 IMPROVE OPERATIONAL EFFICIENCY
BUY-SIDE AND
SELL-SIDE FIRMS
GAIN UNRIVALED
AGILITY TO
RESPOND TO
CHANGING
BUSINESS NEEDS
AND MARKET
REGULATIONS
& INNOVATIONS
TRADE
ORDER
MANAGEMENT
SOLUTIONS
GLOBAL, MULTI-ASSET SOLUTIONS FOR SELL-SIDE
FIXED INCOME FIRMS
Whether you’re a trader, compliance manager, or IT
manager, you face the challenge of doing your job in the
most efficient way possible. You need sell-side solutions
that help you generate revenue, attain best execution,
manage risk and compliance and deliver the best
technology solution. Bloomberg provides solutions to
meet those needs.
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
Leverage the largest financial
network in the world
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
For sell-side fixed income firms, Bloomberg Trade Order
Management Solutions (TOMS) delivers global, multiasset solutions for front-end inventory, trading and
middle and back office operations. TOMS enables you
to manage inventory, market making, risk, P&L and
straight-through processing in a fully customizable
workflow. With TOMS, you can optimize your workflow,
increase global distribution to the markets, manage risk
and compliance and improve operational efficiency.
TOMS optimizes your workflow for the entire firm. The
front office gains a multi-asset system with workflows
designed specifically for traders and salespeople. The
middle office receives trade processing solutions and
the ability to manage regulatory connections. The back
office gains integration with third-party back offices and
the downstream systems.
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
TOMS is fully integrated with the Bloomberg
Professional service, so you can take greater
advantage of easy access to Bloomberg business
and financial news, data, and analytics
°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°°
To increase global distribution to the markets, you can
capitalize on the Bloomberg financial community. Integrate
all of your offices on the same platform and reach your c
urrent and prospective customers in all corners of the
globe. With TOMS, you leverage the largest financial
network in the world.
With the TOMS suite of analytics and reporting solutions,
you can better manage risk and compliance. TOMS also
improves operational efficiency by automating processes
to achieve straight-through processing.
Bloomberg delivers TOMS on a hosted platform for
flexibility and scalability because markets evolve and
your needs change. It eliminates the need to have
dedicated workstations or servers on your premises,
so you can lower your total cost of ownership. We
take on the burden of keeping up with the costs of
development inherent with changing markets,
instruments, and technologies, such as infrastructure
build-outs, version upgrades, data sourcing, continual
tuning and system maintenance.
BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM
02 // 03
OPTIMIZE
YOUR
WORKFLOW
TOOLS FOR SALES, TRADING AND OPERATIONS
Bloomberg recognizes that traders, salespeople, middle
office professionals and administrators all have very
different needs. TOMS provides a single workspace
customized for individual users to optimize your
workflow. Users have the flexibility to define and
change display options based on their individual needs.
TOMS also provides intuitive navigation, real-time
monitoring, and customizable-user reports.
TOMS FOR TRADERS:
• Build custom formulas, columns and alerts to
display key data elements that are most critical
to your workflow
• Create strategies and view historical performance
• Gain better transparency into P&L logic with more
flexibility in P&L reporting
SELL-SIDE SOLUTIONS
TOMS FOR SALES:
• Create trade ideas and strategies, and shop them
to customers
• View real-time and historical commission reports
• Search custom inventory
• Receive corporate action alerts on customer portfolios
TOMS FOR MIDDLE OFFICE:
• Access a central blotter with trades, summary views,
and ticket-matching features
• Confirm and allocate customer block trades with
post-trade processing tools
• Manage compliance and regulatory summary on
a custom middle-office dashboard
TOMS FOR ADMIN:
• Easily view and create trading inventories, sales
blotters and user privileging with an intuitive
administrative set-up wizard, books, users and
hierarchies with the consolidation of 160 TOMS
administrative applications
INCREASE GLOBAL
DISTRIBUTION
TO THE MARKETS
CONNECT TO EXCHANGES AND
DIVERSE LIQUIDITY POOLS
With TOMS, you can capitalize on the largest network
of buy-side and sell-side investors, including your
customers who already rely on the Bloomberg
Professional service. Use advanced pricing tools to
generate and distribute quotes to the global markets,
many already pre-integrated into TOMS.
• Access the TOMS Pricing Engine, which supports a
wide range of asset classes and pricing models, and
is supported by a customizable user interface
• Create auto-routing rules and manage inquiries on a
consolidated order management blotter or configurable
trader pop-up
• Leverage the Bloomberg Fixed Income Trading platforms
to ensure a seamless workflow for electronic and
voice trades
• Connect to a variety of pre-integrated cash (D2D
or D2C) markets and electronic trading platforms
TOMS CONNECTIVITY
BLOOMBERG FIXED
INCOME TRADING
TOMS
BROKER
MARKETS
ELECTRONIC
TRADING PLATFORMS
EXCHANGE
CONNECTIVITY
ORDER
MANAGEMENT
AUTO-ROUTING
RULES
BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM
04 // 05
MANAGE
RISK AND
COMPLIANCE
TRACK FIRM-WIDE POSITIONS AND ORDER HISTORY
TOMS provides a full range of solutions for managing market, credit and counterparty risk. It also supports regulatory
and firm compliance requirements with reporting and real-time monitoring, which show the status of all reportable
trades, including automated reporting.
• Increase visibility throughout your firm with easy
access to real-time P&L and sophisticated risk
management tools and analytics, including an
aggregate view of enterprise risk
• Run what-if scenario analysis on trader inventory
for better decision making
• Strengthen your oversight efforts to better manage
counterparty risk, prevent trading errors and ensure
users are abiding by firm-wide compliance policies
• Gain easy access to reporting for many global
regulators, including TRACE, MSRB, LSE and others
• Capitalize on TOMS real-time monitoring capabilities to
show the status of all reportable trades
REAL-TIME REGULATORY REPORTING
LSE
TOMS
TRACE
MSRB
TRACE
IMPROVE
OPERATIONAL
EFFICIENCY
SEAMLESS WORKFLOW FOR
STRAIGHT THROUGH PROCESSING
TOMS INTEGRATION
THIRDPARTY
PROVIDERS
AUTOMATION
AND ALLOCATION
TOMS
TRACE
TRADING
SYSTEMS FEEDS
AGGREGATE
ORDER AND
INQUIRIES
TOMS improves firm-wide operational efficiency through seamless workflow and pre-integration with the Bloomberg
Professional service, Bloomberg Fixed Income Trading Platforms and post-trade matching facilities to achieve
straight through processing.
• Integrate with third-party providers for best-of-breed
solutions
• Automate trading system feeds, both inbound and
outbound
• Execute your electronic trades faster and avoid double
entry with pre-integration to TOMS
• On-board new users, access new asset classes and
enter new markets quickly
• Aggregate orders and inquiries from sales desks and
electronic trading platforms
• Automate the matching, confirmation, and allocation
process with the buy-side
BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM
06 // 07
ABOUT
BLOOMBERG
Bloomberg is the world’s most trusted source of information
for financial professionals and businesses. Combining
innovative technology with unmatched analtyics, data, news
and tools, Bloomberg delivers critical information via the
Bloomberg Professsional service and multimedia platforms.
Bloomberg Enterprise Products and Solutions provides leaders
in corporations, finance and government with a dynamic
network that allows them to access, integrate, distribute,
and manage information and technology across organizations
more efficiently and effectively.
08 // 09
BLOOMBERG TRADE ORDER MANAGEMENT SOLUTIONS
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Bloomberg Trading Solutions and TOMS
not only help address the needs you have
today, but also prepare you for those to come.
To learn more, email our TOMS team at
[email protected]
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