The trading desk is using too many workarounds
Manual exports, side spreadsheets, and repeated exception handling usually point to a workflow design problem.
Consulting
Moxy trading system consulting
Moxy work tends to get expensive when the trading desk is carrying too many manual steps or the system sits awkwardly between portfolio management, compliance, and execution. It is most useful for firms that need that workflow tightened up.
- Integration help across Moxy, custodians, and related systems
- Workflow cleanup for trade generation, allocation, and execution
- A fit for desks carrying too many workarounds
- Retainer support for troubleshooting, changes, and upgrades
Where pain shows up
Trading problems often span systems and operations
Integration points are weak
When Moxy is not lining up cleanly with upstream or downstream systems, the desk becomes the integration layer.
Nobody wants to touch the configuration
That is a sign the environment may be running, but it is not under control.
How the work moves
From a broken handoff to a documented process
- 01
Current workflow
How the work moves today
- 02
Diagnose
The breaks and workarounds found
- 03
Fix
Integrations, reports, and configuration
- 04
Document
A process your team can run
What consulting covers
The work usually lands here
System integration and data flow review
Trade workflow design and cleanup
Model portfolio and rebalancing setup
Troubleshooting, changes, and upgrade help
Project sequence
A good Moxy engagement starts with the desk
Watch how trades move today
The real friction is usually obvious once you map the current workflow honestly.Find the biggest sources of delay or error
Allocation, execution, and handoff points usually matter most.Fix the configuration and data flow around those points
That gets the desk out of repetitive cleanup and back into controlled operations.Document what should remain stable
Trading processes should not depend on one person remembering every exception.
Questions
Frequently asked questions
Straight answers to the implementation, workflow, and fit questions that usually come up first.
What is SS&C Moxy?
Moxy is SS&C Advent's trade order management system (OMS). Portfolio managers and traders use it to generate, allocate, and execute trades and manage model portfolios and rebalancing, often alongside a portfolio accounting system such as Axys or APX. CSSI helps firms integrate, configure, and support it.
Is this for firms new to Moxy or firms already using it?
Both. The work can start during implementation or after the system has been live for a while.
Can you help with integrations?
Yes. That is one of the common consulting needs around Moxy.
Does this include trading workflow cleanup?
Yes. In many engagements that is the main point.
What should we bring to the first call?
A picture of the current trading workflow, the systems around Moxy, and the places where manual work keeps piling up.
Keep exploring
Related Consulting pages
- APX Consulting Services
- Axys to APX Migration
- Financial Technology Consulting for RIAs
- SSRS Reporting
- Financial advisor software and investment platforms
- Portfolio accounting software selection and migration
- Wealth management software for reporting and operations
- Financial advisor CRM and portfolio data
- Evaluate a cloud investment management platform
Next step
Walk through the consulting fit with CSSI
Bring the system or reporting problem that is slowing down the team. CSSI can trace it to configuration, integration, report development, or an operating process and recommend the smallest useful fix.
