Executive Summary

OMS and EMS innovation: Where providers are investing

Professionals at buy-side firms are demanding technological advances and new cutting-edge tools to gain an advantage in the front office. Among a long list of new developments, workflow automation and interoperability stand out as top priorities traders and portfolio managers need, and are being supported by increasing adoption of cloud and data automation tools and processes.

Methodology

Between October 2024 and August 2025, Crisil Coalition Greenwich spoke with professionals at 15 OMS and 14 EMS providers in the U.S., as well as buy-side end-users, to gain a deeper understanding of available front-office technology solutions, innovation trends, current usage, and future-proofing efforts.