POMS
The order, compliance and reconciliation layer that sits on top of the system you already run.
POMS is a buy-side order management overlay. Keep Aladdin, Bloomberg AIM or Charles River as your book of record — POMS adds a live pre-trade view, a compliance gate nothing can bypass, and continuous proof that the two agree. Live in weeks, not a migration.
Talk to us about POMSAn overlay, not a migration
Your system of record does not change. POMS reads your positions, gates your orders and hands them back — by file, drop-copy or API. The integration is measured in weeks.
A gate nothing routes around
Every order is checked against your mandate before it can leave. Hard breaches block; an order that REDUCES an existing breach is let through. Overrides need a second approver, and every verdict is signed into an append-only audit chain.
Exposure you can actually see
Fund and ETF holdings are expanded to their underlying issuers, so a single-issuer limit sees the exposure hiding inside your ETFs — not just the ticker on the line.
Continuous reconciliation
POMS proves it agrees with your custodian and your incumbent OMS — on both trade date and settle date, in causal order, every day. Where there is no external source to compare against, it says so rather than reporting a match.
Every number explains itself
Ask why a figure is what it is and POMS shows the derivation: the positions, the price and its source, the FX rate, the look-through path. Auditable rather than asserted.
Built for agents, not bolted on
The same services drive the API, the command line, this screen and the AI agent tools. Agents propose corrective orders; a human approves them. Supervision is structural, not a setting.
What POMS deliberately does not do
It is not a book of record. No settlement, no fund accounting, no NAV production, no regulatory filing. Where the moat is accounting or regulatory rather than technical, that stays with your administrator and your incumbent. POMS informs; it does not certify.