OptimX and FactSet spouse to streamline bilateral liquidity inside institutional buying and selling workflows

OptimX Markets has collaborated with FactSet’s execution control machine (EMS), Portware, in a bid to combine bilateral liquidity into institutional buying and selling workflows.  

David Barnett

The brand new integration – which spans each computerized and user-driven workflows – is predicted to permit buyers to regulate how and when they have interaction with dealer liquidity, with the purpose of enabling environment friendly velocity and precision for contemporary execution.  

Particularly, Portware purchasers will have the ability to get right of entry to OptimX’s differentiated bilateral liquidity community inside their execution setting, whilst liquidity suppliers on OptimX can supply a spread of low and high contact alternatives immediately to the desktops of Portware purchasers.  

David Barnett, founder and leader govt of OptimX Markets, stated: “Integrating with Portware brings OptimX at once into the execution layer, the place buying and selling selections are made in actual time. This permits institutional buyers to get right of entry to bilateral liquidity extra successfully, whilst enabling agents to have interaction with their purchasers in a extra direct and regulated way.” 

As well as, all executions that happen by means of the brand new providing will stay absolutely attributed to the dealer, to verify consumer relationships are safe, and embellishing internalisation alternatives.  

Learn extra – PureStream and OptimX spouse to toughen institutional liquidity discovery and execution 

The collaboration could also be anticipated to amplify person get right of entry to to a world community of lively institutional buying and selling desks.  

“By means of integrating with OptimX, we’re introducing a differentiated supply of bilateral liquidity at once into the EMS, enabling buyers to engage extra deliberately with dealer liquidity whilst keeping up regulate, transparency, and potency within the execution procedure,” stated Robert Watts, director, technique and product control at Portware. 

Bilateral liquidity is a core center of attention for OptimX, and in July 2025, the company carried out its first are living US fairness trades on its bilateral liquidity community.  

The community targets to streamline dealer workflows, and buying and selling at the platform aligns with an expanding call for for built-in broker-aligned workflows around the business and is designed to offer each agents and purchasers with rapid setup with out routing chance.