The challenge
Portfolio and Order Management Systems (POMS) rely heavily on high-quality data to deliver accurate position keeping, risk analytics and trading insights. However, sourcing this data can present several challenges:
- A POMS requires a wide range of data types such as real-time market data, end-of-day valuations, corporate actions, and security reference data.
- These data sources are typically bundled with full-featured third-party data feed platforms and services, forcing firms to license entire services just to source the data needed for a POMS.
- The indirect total cost of ownership (TCO) for POMS increases significantly due to redundant licensing and infrastructure.
While the desktop data feed is an important connection, these challenges prevent firm-wide access and unnecessarily complicate operations workflows.
Implementing AlphaDesk’s embedded data was refreshingly simple. The end-of-day valuations and corporate actions came fully integrated—no extra data licenses, no manual setup. It just worked from the day they enabled it.
Johann Wolf
The solution
AlphaDesk has leveraged the LSEG data ecosystem to deliver a fully integrated, data-embedded POMS experience:
- All required data can now be sourced directly from LSEG and embedded within the AlphaDesk POMS platform.
- Real-time data is powered by the same infrastructure behind LSEG Workspace, ensuring consistency and reliability.
- End-of-day valuations, corporate actions, and security enrichment are delivered via LSEG’s trusted reference data services.
- Embedded API connections eliminate the need for separate installations or local software, offering a seamless, in-house data experience with full LSEG support.
The result
- Significant TCO savings for both individual users and firm-wide deployments.
- Clients are relieved of the burden of sourcing and managing external data feeds.
- High-performance, reliable data access is ensured through shared, global infrastructure.
Key highlights
- A new out-of-the-box data alternative to complement existing third-party data vendors.
- Seamless integration with LSEG’s real-time and reference data services.
- Simplified deployment and support—no additional software or licensing required.
The bottom line
LSEG AlphaDesk’s “POMS-in-a-Box” removes a major operational and financial pain point for asset managers such as Takumi Capital Management. By embedding LSEG’s market-leading data directly into the platform, AlphaDesk now offers a streamlined, cost-effective solution that significantly reduces the total cost of ownership.
