Omgeo OASYS™ is the US domestic trade allocation and acceptance service that communicates trade and allocation details between investment managers and broker/dealers, You can find support for the following areas:

Area of InterestDescription
OASYS -TradeMatch™ A centralized matching system for US trades. Investment managers feed OASYS allocations into the TradeMatch system to match or match-affirm confirmations that were input by executing broker/dealers.
OASYS Direct & Workstation The two interfaces you can use to work with trades in OASYS:
  • Direct is the XML interface, which includes corresponding .XSD files.
  • Workstation is the web application user interface

To learn more, select an OASYS topic from the menu on the left.

  • OASYS-TradeMatch Service Guide for OASYS 7.0

    OASYS-TradeMatch Service Guide for OASYS 7.0 ...
    In OASYS TradeMatch Downloads: 2252

  • System Requirements—Workstation (6.4)

    Describes the certified software and hardware for the OASYS 6.4 workstation. ...
    In Both 6 Downloads: 538

  • Code of Practice for Confirming Electronic Trades

    Outlines response times, deadlines, system availability and staffing for the OASYS service. ...
    In Both 7 Downloads: 555

  • System Requirements—Workstation (7.0)

    Describes the certified software and hardware for the OASYS 7.0 workstation. ...
    In Both 7 Downloads: 516

  • Product Release Information (7.1)

    Describes the contents of the OASYS 7.1 workstation release. ...
    In Both 7 Downloads: 513

  • Product Release Information (7.0)

    Describes the contents of the OASYS 7.0 release. ...
    In Both 7 Downloads: 528

  • Product Release Information (6.4)

    Describes the contents of the OASYS 6.4 release. ...
    In Both 6 Downloads: 460

  • Installation Guide—Workstation (7.1)

    Describes the procedures for installing the OASYS 7.1 workstation. ...
    In Workstation 7 Downloads: 616

  • System Requirements—Workstation 7.1 and 7.2

    Describes the certified software and hardware for the OASYS 7.1 and 7.2 workstation. ...
    In Both 7 Downloads: 868

  • User Guide—Investment Managers

    Describes how to use the OASYS workstation. ...
    In Workstation 7 Downloads: 1062

  • Common Reference Data (6.4)

    Lists tables of values for controlled fields in OASYS. ...
    In Both 6 Downloads: 511

  • XML Message Specification: Debt/Equity and Common Messages (7.0)

    A comprehensive reference for debt/equity messages and common messages. ...
    In Direct 7 Downloads: 921

  • Import/Export Conformance Guide

    Details the import/export process between the OASYS workstation and the in-house trading systems of ...
    In Direct 7 Downloads: 500

  • Workstation Installation Guide (7.0)

    Describes the procedure for installing the OASYS 7.0 Workstation. ...
    In Workstation 7 Downloads: 770

  • Common Reference Data (7.0)

    Lists the common reference data for OASYS. ...
    In Both 7 Downloads: 608

  • Workstation Installation Guide (6.4)

    Describes the procedure for installing the OASYS 6.4 workstation. ...
    In Workstation 6 Downloads: 480

  • User Guide—Investment Managers (6.4)

    Describes how to use the OASYS workstation. ...
    In Workstation 6 Downloads: 549

  • Integration Guide (7.0)

    Describes how to integrate OASYS with your in-house trading system. ...
    In Direct 7 Downloads: 1130

  • OasysMessageSuite.xsd (7.0)

    OASYS XSD file for XML interface. ...
    In Direct 7 Downloads: 502

Learn how to use Omgeo OASYS 7.0 to support Separately Managed Accounts.

Category: Omgeo OASYS™
Views: 45

Step by step instructions on how to configure administrative rights for Omgeo OASYS 7.1.

Category: Omgeo OASYS™
Views: 12

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