Optimize your OMS with CLEAR Compliance® Solutions
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Combining Machine-Learning with Compliance Expertise
With unparalleled experience and deep buy-side industry expertise, IMP is a trusted partner for investment managers on their Order Management (OMS), Compliance, and Risk Systems. Our service delivery group has helped firms from $5 billion AUM to over $3 trillion AUM streamline and enhance their current systems, find new systems and implement them, upgrade one or more areas of the trading workflows, and train their staff.
Through the use of our patented CLEAR Compliance® cloud based technology & AI solutions, our experts accelerate your projects and programs and implement long standing adaptable solutions for your firm that are fully transparent, so you can focus on your core business.
Whether your firm is transitioning to, from or between Bloomberg, BlackRock, Charles River, or other systems, IMP can help organize and execute your project based on your firm’s requirements. Automated compliance systems require specialized knowledge to accurately code rules and ensure optimum system performance. IMP experts have experience in all of the market-leading systems to accelerate your project in the following areas:
Project management & business analysis
Pre-trade and real-time investment compliance
Rule review, coding, and testing
Systems/API integrations & custom development
Reconciliation of compliance data
Project Solutions
Remediation Solutions
Sometimes the unexpected happens, trade errors can occur, and manual processes can breakdown. IMP has helped dozens of firms with remediation solutions. Now, with our proprietary technology, IMP experts can leverage AI to provide proven transparent solutions customized to solve your challenges.
Lever your own expertise with AI to speed up IMA reviews and rule inventory
Organize a requirement centric program, whether it’s a rule or interpretation
React and remedy trade flow interruptions more rapidly and more accurately
Lift manual requirements into fully automated workflows and intelligent alerts
Outsourcing Solutions
IMP can facilitate critical components of your investment trading compliance program that need attention the most. This can include IMA / Prospectus Reviews and extractions, account and rule on-boarding, quarterly or annual review support, and more. With our outsourcing solutions, we give our clients full transparency and access to IMP experts and our cloud based platform.
