Solution introduction

Front office suite for portfolio managers and trading desks

Integrated PMS, OMS and online brokerage used by 30+ institutions in Europe

PATIO is 4TPM's front office suite for securities, available by module. It brings together a Portfolio Management System, an Order Management System and an online brokerage portal in a single integrated environment. Portfolio managers and trading desks use PATIO to model portfolios, generate block orders, route in full STP and track transactions in real time. Built-in controls cover MiFID II appropriateness and suitability, and the online brokerage module extends the platform to end clients through a white-label, multilingual portal. PATIO integrates with 4TPM's back office or third-party settlement systems, and connects to custodians, brokers and market data providers through standard protocols.

 

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