Application Development
Cyber Security
Featured
Management Consultancy
AF
Author
Alison Fisette
Read time
3 minute read
Published
19 Mar 2026
Topics
AI and Data Science
Executive summary
OMS migrations are high-stakes. OmniVista makes them seamless.
Investment firms require Order Management Systems that align with their specific investment strategies, operational needs, and compliance requirements. OmniVista partners with clients to evaluate, implement, and optimise the OMS solution that best supports their business objectives — with deep expertise across multiple platforms delivering seamless transitions and customised solutions tailored to each client’s workflows.
Whether acting as an extension of your internal technology team or providing an end-to-end implementation service, OmniVista ensures your OMS transformation is efficient, transparent, and aligned with your firm’s strategic goals.
The migration
From legacy system to CRD — mapped, tested, and live
OmniVista deployed a cross-functional implementation team with expertise in OMS configuration, FIX connectivity, and data reconciliation — managing both technical and operational dependencies throughout.
Platform migration flow
The challenge
Four critical constraints on a live trading environment
Migrating an OMS while maintaining daily trading operations is one of the most complex transitions an investment firm can undertake. Each dependency had to be managed in sequence — with no tolerance for data gaps or downtime.
Trading continuity during decommission
The client needed to maintain live trading operations throughout the decommissioning of their legacy Eze OMS — with no gaps in order management or settlement.
Critical data element mapping
Security master details, order attributes, and allocation logic all needed to be mapped accurately between Eze and CRD — with zero tolerance for data loss or misalignment.
Parallel testing & reconciliation
The transition required running both systems simultaneously — validating that trade, portfolio, and compliance data were consistent across platforms before cutover.
Limited internal resource capacity
Client resources were constrained — requiring external expertise to manage both technical and operational dependencies across the full migration lifecycle.
Key activities
What OmniVista delivered across the migration
OmniVista deployed a cross-functional team with expertise in OMS configuration, FIX connectivity, and data reconciliation — covering every phase from initial data mapping through to post-go-live handover.
Data mapping & validation
Proprietary reconciliation solution
OmniVista leveraged its proprietary reconciliation solution to align and verify data points between Eze and CRD systems — covering security master details, order attributes, and allocation logic across the full data set.
Parallel system testing
Side-by-side trade validation
Supported concurrent testing across both platforms — validating data integrity and consistent execution results from order creation through to settlement before any cutover was approved.
Workflow optimisation
CRD configured to best practice
Collaborated with the client’s trading and operations teams to streamline workflows, identify automation opportunities, and configure Charles River Development according to established best practices for their asset classes.
Knowledge transfer & support
Documentation, training, post-go-live
Provided comprehensive documentation, hands-on training, and post-go-live support — ensuring a smooth handover to the client’s internal team with confidence in the new platform.
Results
A complete transition — and a stronger platform on the other side
The migration delivered not just a like-for-like replacement, but a meaningfully better operating environment — with compliance automation, integrated analytics, and scalable FIX connectivity that the legacy system couldn’t provide.
Seamless migration. Strategic advantage.
OmniVista · Application development · Management consultancy
Planning an OMS migration or platform transition?
OmniVista delivers end-to-end OMS implementation and migration services for investment management firms globally.
