Moment
UnclaimedEngineering the future of investment management with a unified fixed income platform.
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TL;DR - Moment
- Unified platform for fixed income trading and data management.
- Automates trading, optimizes portfolios, and ensures compliance for financial institutions.
- Offers institutional-grade tools and fractional bond access, significantly lowering investment minimums.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Significantly increases productivity in fixed income trading and management.
- Enables fractional bond access and lower investment minimums, broadening market access.
- Provides a unified platform, eliminating the need for disparate systems and workflows.
- Offers rapid implementation, getting clients operational in weeks instead of years.
- Built with enterprise-grade security, compliance, and reliability (99.99% uptime, SOC 2 certified).
Cons
- Specific pricing details are not publicly available.
- Primarily focused on fixed income, which might not cover all asset classes for some institutions.
- Requires integration into existing financial infrastructure.
Key Features
Portfolio Management System (PMS) for optimization and rebalancing across millions of accountsOrder Management System (OMS) with embedded trading and advanced order managementExecution Management System (EMS) for no-touch to high-touch executionReal-time portfolio accounting and reconciliationCustom risk and compliance controls, including pre-trade checks and best-exReal-time pricing, reference data, and portfolio analyticsAI-assisted bulk trading for processing thousands of orders in secondsAutomated execution strategies with intelligent routing and venue selection
Pricing
Paid
Moment offers paid plans. Visit their website for current pricing details.
About Moment
By Toolradar Team·
Moment is an investment management operating system designed for financial institutions, offering a comprehensive suite of tools for fixed income trading and data. It provides a unified platform that centralizes trading, automates execution strategies, and manages portfolios at scale. The platform is built to address the complexities of investment management, offering solutions for traders, portfolio managers, and compliance teams.
Moment aims to increase productivity, lower bond minimums, and enable fractional bond access, making institutional-grade portfolio tools accessible. It integrates various functionalities such as portfolio management, order management, execution management, real-time accounting, risk and compliance, and data analytics into a modular yet unified system. This allows firms to streamline operations, manage large volumes of orders, and deliver personalized portfolios efficiently.
The platform is engineered for mission-critical performance with 99.99% uptime, industry-standard certifications like SOC 2 Type I & II, and robust security features including end-to-end encryption and SAML SSO. Moment emphasizes rapid deployment, with implementations typically completed in weeks, and provides frequent, stable updates to ensure continuous improvement and adaptability.
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Moment FAQ
What types of financial institutions can benefit from Moment's platform?
Moment is designed for wealth platforms and leading financial institutions, including brokerages, investment advisors, and firms managing significant assets, to enhance their fixed income trading and data capabilities.
How does Moment help reduce bond minimums for investors?
Moment enables fractional bond access and leverages smart order routing, allowing financial institutions to offer significantly lower minimum investment amounts for bonds, including fractional Treasuries, to their clients.
What security certifications does Moment hold?
Moment is SOC 2 Type I & II certified, ensuring the highest standards for data protection and system reliability. It also features fully encrypted, end-to-end security and enterprise-grade access control with SAML SSO.
Can Moment handle high volumes of orders and accounts?
Yes, Moment is built to scale, processing over 4 million orders through its platform with a median execution time of less than 1 second. It can manage hundreds of thousands of personalized portfolios and millions of accounts.
How quickly can a financial institution implement Moment's platform?
Moment boasts rapid implementation, with clients typically getting up and running in as little as 8 weeks, a significant improvement over legacy tools that can take years.
What role does AI play in Moment's functionalities?
AI is utilized for features such as ingesting, cleaning, and validating messy Excel files for bulk trading, assisting with automated execution strategy suggestions, and powering the proposal builder for customized bond portfolios.
Source: moment.com