List of Sterling OMS Customers
Chicago, 60605, IL,
United States
Since 2010, our global team of researchers has been studying Sterling OMS 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 Sterling OMS 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 Sterling OMS for Trade Order Management System (TOMS) include: KBFG Securities America US, a United States based Banking and Financial Services organisation with 25 employees and revenues of $16.0 million, Linear Investments, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $10.0 million, Aos, a United States based Banking and Financial Services organisation with 18 employees and revenues of $3.2 million and many others.
Contact us if you need a completed and verified list of companies using Sterling OMS, 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 Sterling OMS 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Aos | Banking and Financial Services | 18 | $3M | United States | Sterling Trading Tech | Sterling OMS | Trade Order Management System (TOMS) | 2018 | n/a |
In 2018, Aos implemented Sterling OMS as part of a Trade Order Management System (TOMS) deployment to support U.S. online brokerage risk and margin operations. Public disclosures document that TradingBlock selected Sterling Trading Tech's real-time Sterling Risk Engine, known as SRE, in February 2018 to deliver intraday portfolio margin OCC CPM/TIMS and volatility shock calculations for its U.S. online brokerage operations.
The implementation integrated the Sterling Risk Engine to provide intraday portfolio margin and volatility shock calculations directly into order and margin workflows. Sterling OMS was configured to handle order routing and trade lifecycle state management while invoking SRE for real-time risk adjudication and margin computation, reflecting Trade Order Management System (TOMS) functional patterns such as risk-aware order orchestration and margin gating.
Operational coverage was focused on U.S. brokerage operations, with SRE computations applied to intraday margining and risk surveillance across trading sessions. The integration pattern routed SRE risk outputs into the OMS execution and settlement flows, enabling trading and margin operations teams to receive real-time margin calls and volatility adjustments within the Sterling OMS environment.
Governance and rollout centered on aligning risk and margin processes, establishing automated risk checks, and scheduling margin computation runs to support OCC CPM and TIMS requirements. The public release records the 2018 SRE deployment for risk and margin in the United States, and Sterling OMS is described in the implementation narrative as the Trade Order Management System (TOMS) platform supporting those risk processes.
|
|
|
KBFG Securities America US | Banking and Financial Services | 25 | $16M | United States | Sterling Trading Tech | Sterling OMS | Trade Order Management System (TOMS) | 2024 | n/a |
In 2024, KBFG Securities America selected Sterling Trading Tech's Sterling OMS to expand access to U.S. equities and enable 24x5 trading via Blue Ocean ATS, supporting its international client base from the United States. The implementation was initiated in 2024 with the explicit objective to accelerate time-to-market for U.S. equity trading.
KBFG Securities America implemented Sterling OMS, a Trade Order Management System (TOMS), to centralize order lifecycle management and execution workflows. The deployment emphasized order capture, execution routing through Blue Ocean ATS, trade blotter visibility and trade allocation, aligning trading operations and client servicing functions.
Integration scope explicitly includes connectivity to Blue Ocean ATS to enable 24x5 execution, and operational coverage centers on the firm’s U.S. trading desk servicing international clients. Functional impacts span front office execution, middle office trade processing and client trade provisioning, consistent with Trade Order Management System (TOMS) capabilities.
Governance and rollout activities were initiated in 2024 to support accelerated market access and faster onboarding of U.S. equity flows, requiring revised operational workflows between trading and operations teams. The narrative focuses on Sterling OMS as the core Trade Order Management System (TOMS) platform driving expanded U.S. equities access and extended trading hours.
|
|
|
Linear Investments | Banking and Financial Services | 50 | $10M | United Kingdom | Sterling Trading Tech | Sterling OMS | Trade Order Management System (TOMS) | 2020 | n/a |
In 2020 Linear Investments implemented Sterling OMS as part of an integration with Sterling Trading Tech to enable the firm’s European clients to access U.S. asset classes. Sterling Trading Tech announced completion of the integration in October 2020, providing connectivity into STT’s trading infrastructure to support prime brokerage and execution services across the UK and Europe.
The deployment used Sterling OMS as a Trade Order Management System (TOMS) to centralize order capture and lifecycle management, with inferred module usage including order creation and validation, allocation and settlement workflows, and execution management and routing consistent with TOMS capabilities. Sterling OMS configuration emphasized multi-asset order handling and client segregation controls to support prime brokerage flows and cross-border execution for U.S. instruments.
The integration explicitly connected Sterling OMS to Sterling Trading Tech products and STT’s execution infrastructure, creating operational rails for order orchestration without naming additional external partners. Operational coverage focused on trading desks, portfolio managers and middle office operations in the UK and Europe, enabling client-facing execution workflows for U.S. asset access.
Governance and workflow restructuring concentrated on consolidating order routing and client access controls within Sterling OMS, standardizing trade lifecycles and operational handoffs between execution and settlement teams. The implementation established Sterling OMS as the central Trade Order Management System (TOMS) for managing cross-border U.S. asset access for Linear Investments’ European client base.
|
Buyer Intent: Companies Evaluating Sterling OMS
- Greyspark Partners, a Hong Kong based Professional Services organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||