Trade Order and Execution Management Strategies

Firms are rethinking their strategies to maximize trading opportunities through direct market access, algorithmic trading models and dark pools. Meeting increased performance expectations with low-latency platforms, streamlined business processes and cost effective client service operations, we are assisting dealers to enhance their order handling and routing procedures while fulfilling compliance obligations.

Jordan & Jordan provides recommendations for changes in workflow, systems and procedures for handling trades, operations and client servicing that consider user needs, system requirements, data management, and organizational structure. Representative engagements include: