A practitioner's field manual for Bloomberg AIM and Charles River implementations. Platform-specific. Process-driven. Built from hundreds of live engagements across asset managers and hedge funds.
Assess your data quality, integration complexity, and organizational readiness before a single vendor is onboarded. The firms that fail OMS implementations skip this step.
AIM and CRD have fundamentally different configuration philosophies. This playbook walks through both — compliance rule structures, order routing setup, custodian connectivity — without treating them as interchangeable.
FIX session setup, custodian feed ingestion, accounting system handoffs, and IBOR integration — mapped to the actual data contracts your counterparties expect.
Testing frameworks that go beyond "the order went through." Allocation logic, compliance pre-trade, block trade workflows, and exception handling — all validated before go-live.
Day-of sequencing, rollback triggers, parallel-run criteria, and stabilization checklists. The decisions you make in the 72 hours around cutover determine whether go-live is an event or a crisis.
What to tune in the first 90 days. Compliance rule refinement, performance optimization, workflow automation, and the integration hardening that most firms defer until a real incident forces it.
All editions include the core 8-chapter framework. Platform tracks add deep-dive appendices and configuration reference guides for your specific OMS.
30-day money-back guarantee. If it doesn't accelerate your implementation, return it.
"The readiness assessment framework alone saved us three months. We would have kicked off the CRD implementation without understanding our data gaps. Chapter 2 is worth the price of the book."
"We've done three OMS migrations in the past decade. This is the first time we had a structured go-live playbook. The cutover sequencing and rollback criteria sections are exactly what our ops team needed."
"Finally, something that treats Bloomberg AIM and Charles River as different systems with different philosophies instead of just swapping in logos. The platform-specific configuration chapters are the most practical content I've seen on this topic."
The Pre-Implementation Readiness Assessment chapter is a complete standalone resource. Download it free — no credit card, no pitch.
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