LiquidityBook

The Leading SaaS-based POEMS.

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Overview

LiquidityBook offers a SaaS-based platform for investment managers that combines portfolio management, order management, and execution management into a single, seamless solution (POEMS). The platform is designed to be easy to deploy and use, providing robust functionality for trading, compliance, and reporting.

✨ Key Features

  • Portfolio Management (LBX PM)
  • Order Management (LBX OMS)
  • Execution Management (LBX EMS)
  • Pre- and Post-trade Compliance
  • Managed FIX Network
  • Mobile Trading

🎯 Key Differentiators

  • SaaS-native architecture providing flexibility and rapid deployment
  • Fully integrated POEMS model (Portfolio, Order, Execution)
  • Cost-effective pricing model

Unique Value: Delivers a comprehensive, easy-to-use, and cost-effective front-office platform through a modern, SaaS-based model.

🎯 Use Cases (4)

Hedge Funds Asset Managers Family Offices Outsourced Trading Desks

✅ Best For

  • Providing hedge funds and asset managers with a flexible, cost-effective, and fully integrated front-office solution.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large institutions requiring deep, on-premise customization and control.

🏆 Alternatives

Enfusion SS&C Eze Advent (SS&C)

Offers a more agile and rapidly deployable solution compared to legacy, on-premise systems, with a fully integrated POEMS workflow.

💻 Platforms

Web Mobile API

🔌 Integrations

Custodians Prime Brokers Fund Administrators Executing Brokers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
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