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The OASYS™ service 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™ Trade Match A centralized matching system for US trades. Investment managers feed OASYS allocations into the Trade Match system to match or match-affirm confirmations that were input by executing broker/dealers.
OASYS Direct & Workstation The two OASYS interfaces you can use to work with your trades are:
  • 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.


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