Order Management

Place orders through the platform for a consolidated "trade blotter", which can then be connected to a bank's OMS or directly to an execution broker for straight-through processing of orders.

Prive’s Order Management module allows advisors and portfolio managers to place and manage trades across all client accounts through a centralized, intuitive trade blotter. Orders—whether generated from rebalancing, portfolio construction, or manual input—are automatically aggregated and validated before routing. The platform supports buy, sell, and switch orders across asset classes, with built-in pre-trade checks for suitability, allocation limits, and compliance rules. Once validated, trades can be sent directly to a bank’s OMS or execution broker via API for full straight-through processing. Real-time status tracking, bulk order handling, and support for fractional trades make this module ideal for both advisory and discretionary use cases—helping reduce operational friction and ensuring timely, error-free execution.