List of FactSet Portware- Execution Management Customers
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Since 2010, our global team of researchers has been studying FactSet Portware- Execution Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FactSet Portware- Execution Management for Trade Order Management System (TOMS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FactSet Portware- Execution Management for Trade Order Management System (TOMS) include: Invesco, a United States based Banking and Financial Services organisation with 8536 employees and revenues of $5.72 billion, GIC Singapore, a Singapore based Banking and Financial Services organisation with 3500 employees and revenues of $1.00 billion, Oakmark Funds, a United States based Banking and Financial Services organisation with 200 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using FactSet Portware- Execution Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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GIC Singapore | Banking and Financial Services | 3500 | $1.0B | Singapore | FactSet | FactSet Portware- Execution Management | Trade Order Management System (TOMS) | 2021 | n/a |
In 2021, GIC Singapore deployed FactSet Portware- Execution Management to extend fixed-income trading capabilities within its trading technology stack. The engagement targeted Trade Order Management System (TOMS) functions to enable consistent execution workflows across asset classes and to embed analytics into trade decisioning.
FactSet Portware- Execution Management was configured to deliver fixed-income execution modules, cross-asset workflow orchestration, and embedded analytics for pre-trade decision support and post-trade performance tracking. Configuration emphasized order lifecycle management, execution routing, and analytics dashboards to support trader workflow standardization.
Operational deployment covered GIC Singapore's local trading desk and GIC's global trading desks, providing a centralized execution layer for institutional fixed-income activity. The deployment architecture positioned Portware at the desk level to deliver consistent workflows and analytics to both local and global traders.
Governance changes focused on standardizing cross-asset execution workflows and instrumenting trade performance tracking to support best execution oversight. The implementation improved decision support and helped GIC track trade performance and achieve best execution as described by FactSet.
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Invesco | Banking and Financial Services | 8536 | $5.7B | United States | FactSet | FactSet Portware- Execution Management | Trade Order Management System (TOMS) | 2014 | n/a |
In 2014, Invesco implemented FactSet Portware- Execution Management as a centralized Trade Order Management System (TOMS) to consolidate global trading across multiple asset classes and to standardize execution workflows. The selection positioned FactSet Portware- Execution Management as the firmwide execution management platform supporting trading and finance objectives across regions.
The deployment focused on core execution management capabilities, centralized order handling and commission optimization, alongside richer decision support for execution strategies. Configuration work emphasized standardized workflow templates and rule sets for consistent order lifecycle handling, aligning front office execution processes with centralized commission management and decision support functions.
Operational coverage was explicitly global, intended to unify trading desks across regions and asset classes under a single execution management environment. Governance changes accompanied the rollout, with standardized execution policies and workflow controls introduced to enforce consistent execution processes and commission practices across business units.
Documented outcomes included improved decision support, targeted commission optimization and more consistent execution processes across regions, matching the stated goals of the implementation. The narrative centers on Invesco, 2014, FactSet Portware- Execution Management and the Trade Order Management System (TOMS) category, describing functional scope, configuration focus and governance adjustments.
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Oakmark Funds | Banking and Financial Services | 200 | $13M | United States | FactSet | FactSet Portware- Execution Management | Trade Order Management System (TOMS) | 2025 | n/a |
In 2025, Oakmark Funds implemented FactSet Portware- Execution Management as a Trade Order Management System (TOMS) for buy-side equities execution and served as a debut user and testing partner for the Portware EMS integration with IntelligentCross JumpStart. The engagement positioned Oakmark to validate low-touch algorithmic liquidity access from Jefferies while operating under production trading conditions.
FactSet Portware- Execution Management was configured to provide core execution management capabilities typical of a Trade Order Management System (TOMS), including centralized order handling, order lifecycle controls, configurable algorithmic access, and low-touch routing controls. The deployment emphasized algorithm connectivity and execution orchestration, with explicit configuration to route orders through IntelligentCross JumpStart to consume Jefferies’ low-touch algorithms while maintaining execution confidentiality.
The implementation scope was a buy-side equities execution deployment with United States and global access requirements, and Oakmark acted as an early tester to exercise confidentiality-preserving routing and signalling mitigation controls. Integration signals are explicit, FactSet Portware EMS to IntelligentCross JumpStart and onward access to Jefferies low-touch algorithmic liquidity, and rollout activity focused on pilot testing and operational readiness for broader buy-side execution workflows. The deployment reportedly improved liquidity access while preserving confidentiality and reducing signalling risk.
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