Sterling OMS logo

Sterling OMS

by Sterling Trading Tech · Since 2001
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ActiveAvailable globallyCloud
Quick facts
VendorSterling Trading Tech
Year launched2001
StatusActive
Location425 S Financial Pl Ste. 1075, Chicago, IL 60605
Countries servedGlobal
Languages7
Integrations
Free tier
Free trial
Contact salesYES

About Sterling OMS

Sterling OMS is an order management system software from Sterling Trading Tech that provides efficient order processing. It combines order management system, risk and margin system, and trading platforms so users can manage their trading operations effectively. Sterling OMS 360™ addresses key challenges in order management by offering reliable performance and comprehensive features tailored to meet diverse trading needs. The platform is designed to support various trading strategies while ensuring compliance and risk management capabilities. Key capabilities: order management system risk and margin system trading platforms solution guide comprehensive reporting Best for: trading firms and financial institutions that need reliable order and risk management solutions.

Sterling OMS 360™ is an advanced Order Management System (OMS) developed by Sterling Trading Tech, designed to deliver real-time margin enforcement, comprehensive risk management, and seamless trading infrastructure integration. It redefines trading efficiency by enabling broker-dealers and trading firms to enforce Reg T and Portfolio Margin requirements throughout the trade lifecycle. With built-in pre-trade compliance for Excess, SMA, PDT, and PM, Sterling OMS 360 ensures that orders never exceed available buying power, minimizing exposure to regulatory and operational risks. The platform offers real-time connectivity through FIX, APIs, and WebSocket interfaces, integrating seamlessly with Sterling Risk Manager for live margin transparency and performance insights. Supporting 100+ trading venues and exchanges globally, it provides traders with 24x5 market access, including integration with Blue Ocean ATS for overnight trading. Sterling OMS 360 enhances decision-making through immediate account updates, robust P&L tracking, and unified data visibility. Trusted by clearing brokers and institutional trading firms, this OMS provides compliance, scalability, and automation at every step—making it a top-tier solution for managing trade workflows, risk exposure, and operational bottlenecks in modern trading environments.

Pros & Cons

What users like
  • +Enhances compliance with real-time regulatory enforcement and monitoring systems globally.
  • +Provides global market access and continuous 24x5 trading availability for participants.
  • +Reduces operational bottlenecks through instant, centralized, and transparent data visibility.
  • +Integrates easily with Sterling Risk Manager and diverse external API frameworks.
  • +Ensures accurate margin control and fully transparent, auditable trading operations consistently.
What users flag
  • Requires advanced technical expertise for seamless and secure API integration processes.
  • Limited customization options available outside the Sterling technology ecosystem framework.
  • Complex setup challenges arise within multi-venue trading system environments.

Features

Key features

Real-Time Margin Enforcement – Automatically enforces Reg T and Portfolio Margin rules during every stage of the trade lifecycle for continuous compliance.
Pre-Trade Compliance Validation – Performs instant checks on Excess, SMA, PDT, and PM before execution to prevent trades beyond available buying power.
Seamless Risk Integration – Fully integrates with Sterling Risk Manager for real-time margin visibility, risk monitoring, and transparency.
Global Connectivity – Connects traders to 100+ venues and trading networks, offering multi-market access and overnight trading support via Blue Ocean ATS.
Real-Time Data Publishing – Provides instant updates on trades, accounts, and P&L data through REST APIs or WebSockets for informed decision-making.
Universal Spread Rule Compliance – Supports advanced spread recognition for multi-leg positions to meet complex margining requirements.
Scalable Trading Infrastructure – Designed to support large-scale trading operations, ensuring stability, speed, and compliance across global markets.

Additional features

Order Management Automation – Streamlines order processing with automated routing, validation, and trade execution workflows.
Reg T & Portfolio Margin Support – Enforces real-time margin calculations per OCC CPM/TIMS standards.
Pre-Trade Risk Controls – Prevents violations by checking buying power and risk exposure before trade placement.
Real-Time Account Updates – Provides live updates on equity, margin, and cash balances to improve trading decisions.
Multi-Venue Connectivity – Supports connectivity to multiple global exchanges for diversified trading opportunities.
Integrated Risk Engine – Offers continuous risk analysis and monitoring through Sterling Risk Manager integration.
24x5 Trading Availability – Enables continuous trading through integrated Blue Ocean ATS for overnight sessions.
Regulatory Compliance Assurance – Complies with SEC 15c3-5 and FINRA 4210 rules for broker-dealer security.
Custom API Integration – Allows firms to extend OMS functionality via FIX, REST, and WebSocket APIs.
Advanced Reporting & Analytics – Delivers in-depth insights into margin usage, trade performance, and compliance metrics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇭🇰HKD🇳🇿NZD🇸🇬SGD🇰🇷KRW🇮🇳INR

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