List of FinFolio Trade Order Management System (TOMS) Customers
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Since 2010, our global team of researchers has been studying FinFolio Trade Order Management System (TOMS) 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 FinFolio Trade Order Management System (TOMS) 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 FinFolio Trade Order Management System (TOMS) for Trade Order Management System (TOMS) include: Riskalyze, a United States based Professional Services organisation with 300 employees and revenues of $45.0 million, Gravity Investments, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using FinFolio Trade Order Management System (TOMS), 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.
The FinFolio Trade Order Management System (TOMS) customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Gravity Investments | Professional Services | 10 | $1M | United States | FinFolio | FinFolio Trade Order Management System (TOMS) | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016, Gravity Investments implemented FinFolio Trade Order Management System (TOMS) as the portfolio management and trading engine for its institutional robo-advice platform. The deployment positioned FinFolio Trade Order Management System (TOMS) at the center of the firm’s finance and trading operations in the United States, providing order management, portfolio accounting, and trading orchestration capabilities for automated advisory products.
Configuration emphasized trading and rebalancing capabilities, including automated rebalancing workflows, order lifecycle management, and multi-currency trade support. The implementation delivered REST and FIX connectivity for programmatic order routing and market connectivity, aligning functional workflows with Trade Order Management System (TOMS) requirements for execution sequencing and portfolio automation.
Operational coverage focused on portfolio operations and automated advisory product delivery, enabling Gravity Investments to rapidly roll out automated advisory solutions. Governance and runbook changes concentrated on operational control of rebalance schedules and trade execution touchpoints, and the project explicitly delivered REST/FIX connectivity and multi-currency trade support to optimize portfolio automation.
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Riskalyze | Professional Services | 300 | $45M | United States | FinFolio | FinFolio Trade Order Management System (TOMS) | Trade Order Management System (TOMS) | 2018 | n/a |
In 2018 Riskalyze selected FinFolio Trade Order Management System TOMS to add electronic trading to its Autopilot automated account platform. The implementation targeted Trade Order Management System (TOMS) capabilities to bring FIX based straight through processing to advisor workflows in the United States and Canada.
The deployment implemented electronic order routing and execution functionality inside FinFolio Trade Order Management System TOMS, with a focus on order execution and status feedback. Functional configuration emphasized FIX order entry, execution reporting, order status propagation, and automated confirmation feeds to advisor workflows.
Integration work connected FinFolio TOMS to Autopilot using FIX connectivity, instrumenting the trade lifecycle from order creation through execution acknowledgment and status updates. Operational scope concentrated on advisor facing workflows and finance trading operations, embedding execution status into trade monitoring and workflow orchestration used by advisory teams.
Governance attention was placed on aligning execution acknowledgments with advisor workflow events and maintaining trade status fidelity during integration. The integration improved trade processing speed and advisor workflow efficiency through FIX enabled straight through processing and integrated execution status feedback.
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