The rising popularity of separately managed accounts (SMAs) and investor-specific constraints has resulted in increasingly complex and fragmented trading operations, leaving investment teams grappling with disconnected systems and manual processes. This hinders their ability to scale efficiently and manage operational risk. This presents a critical need for solutions that not only reduce manual tasks but also provide a unified, automated approach to trading operations.
Everysk brings structure to this process. It allows investment teams to automate trade workflows end-to-end, from portfolio modeling to execution. With no-code, customizable logic, Everysk handles trade allocation rules, pre-trade compliance, trade approvals, and post-trade reporting. The result is greater speed, fewer manual touchpoints, and a scalable infrastructure built for modern investment operations.
The Problem: Complexity Without Coordination
As trading workflows become more nuanced, the limitations of legacy infrastructure begin to surface: Excel spreadsheets offer flexibility but lack integration, scalability, and auditability. Most trading and OMS platforms, meanwhile, aren’t designed to support the layers of rules and logic that modern firms now require. Consider the workflow below:
- Portfolio managers build positions in Excel
- Instructions sent into a Microsoft Teams channel
- Traders manually stage orders in an OMS
- Operations teams adjust allocations post-trade
All while attempting to remain compliant. Each step lives in its own system, increasing friction and operational risk. The challenge isn’t a lack of technology — it’s a lack of coordination.
Post-trade allocations pose an additional challenge. Associating trades with multiple funds and sub-funds often requires multi-stage logic driven by tax treatment, funding status, or exposure thresholds. Standard OMS platforms may not support this level of complexity. Traders are forced to manually duplicate and split trades, tag individual line items, and reconcile discrepancies after execution, increasing the risk of errors and slowing operations.
For firms that model trades in Excel, there’s typically no integration to execution platforms. Without a native bridge, traders must interpret internal messages, spreadsheets, match portfolio IDs, and manually input trades across multiple accounts – all while attempting to stay compliant. This process cannot scale once a firm is managing dozens of portfolios, each with investor-specific constraints and reporting needs.
Ultimately, the problem isn’t the tools themselves — it’s the lack of orchestration across systems that were never designed to work together in this way.
The Solution: Streamlined Trading Operations Workflows
Everysk is designed to sit between the platforms firms already use, such as Excel, OMS/PMS, fund admins, brokers, and internal databases to bring logic, coordination, and automation to trade operations.
With a no-code workflow engine explicitly built for capital markets, Everysk enables investment and operations teams to:
- Ingest trades from spreadsheets, APIs, or OMS order blotters
- Apply custom allocation logic based on any rule or field.
- Route trades for review and approval, with full auditability
- Stage and tag orders automatically in OMS
- Deliver real-time reports and alerts via Microsoft Teams, email, or client-specific channels
These workflows are modular, transparent, and configurable without custom code. Whether the task is splitting trades, generating allocations, routing to specific brokers, or ensuring trades are reviewed before execution, Everysk makes it possible to process trades with precision.
Client Use Cases: Bringing Structure to Complex Trading Operations Workflows
Everysk’s platform is used by hedge funds, asset managers, and allocators to solve a wide range of trade operations challenges, without forcing teams to overhaul the way they work. Below are a few examples of how Everysk’s clients are creating smarter trading workflows:
1. Excel-to-OMS Trade Staging
A $1B multi-strategy fund needed a way to bridge the gap between Excel models used by Portfolio Managers and their chosen OMS. PMs exported allocation tables, but traders were manually interpreting spreadsheets and staging trades, creating operational bottlenecks.
With Everysk:
- Trades are ingested directly from Excel into Everysk
- Allocation logic is applied automatically (e.g., sizing constraints, model weights)
- Orders are staged and tagged in OMS for execution via Everysk
- Reports are sent via Teams to document and audit the process
2. Pre-Trade Approvals with Embedded Reports
Firms with discretionary strategies need pre-trade compliance. Trades had to be reviewed by stakeholders before execution, but the existing process lacked structure and transparency.
With Everysk:
- Trades are streamed from the portfolio optimizer
- Custom reports are generated showing risk and exposure changes
- Approvals are routed via email with embedded links and action buttons for approval
- Approved trades are tagged and staged in the OMS; rejections are flagged
3. OMS Extension for Complex Allocation Logic
A fund transitioning from a long-only strategy to multiple SMAs with constraints needs to automate allocation rules without overhauling its OMS. Constraints included tax lots, exposure caps, and swap trade logic.
With Everysk:
- Orders are streamed from the blotter
- Allocation logic is applied using client-defined schemas
- Child orders are created with correct tagging by strategy, vehicle, or PM
- Traders receive a consolidated blotter with minimal manual review required
Why This Matters: Business Impact on Trading Operations
The operational complexity behind trade execution is often underestimated until it begins to limit growth, accuracy, and speed. By introducing automation that’s purpose-built for capital markets, Everysk removes friction without forcing firms to abandon their existing tools. Here’s what that looks like in practice:
- Faster Execution
Trade messages that once took hours to interpret, approve, and stage can now flow automatically from modeling to OMS execution in near real time. - Fewer Errors
Manual steps, especially in allocation, tagging, and reporting, are replaced with automated logic, reducing the risk of compliance breaches or operational errors. - Scalable Infrastructure
As firms grow from a handful of strategies to dozens of SMAs, Everysk provides the structure and flexibility to scale without increasing headcount or rebuilding systems. - Audit-Ready Transparency
Each step in a workflow can be tracked, approved, and logged, enabling clear governance across front, middle, and back-office teams. - Custom Logic Without Custom Code
Every fund has its own process and methods. With Everysk, you don’t need to choose between rigid software or expensive internal development. You define the rules. The platform executes.
Ultimately, Everysk lets your investment professionals focus on what they do best, while the workflows run in the background.
Conclusion: Rethinking Trading Operations for Modern Investment Teams
Trading operations require managing complexity at scale. As strategies evolve, portfolios multiply, and investors demand more customization, the operational burdens only increase.
Everysk offers a smarter way forward. By connecting portfolio models, OMS platforms, approval processes, and reporting workflows into a single, automated system, Everysk enables investment teams to move faster, reduce risk, and maintain full control over how trades are structured and executed.
Whether you’re managing five portfolios or fifty, a smarter workflow doesn’t mean more complex systems — it means better orchestration between the ones you already use.
Ready to streamline your trading workflows?
Learn how Everysk can help your team scale with precision and control.
