Breaking Trading Silos: FactSet and interop.io

Buy-side trading desks need cutting-edge solutions that maximize efficiency, flexibility, and seamless integration. To meet this demand, FactSet, a global financial digital platform and enterprise solutions provider, has partnered with interop.io.

This collaboration enhances Portware, FactSet’s multi-asset Execution Management System (EMS), delivering interconnected technology to optimize trading workflows and empower buy-side traders across the portfolio lifecycle.

Optimizing Buy-Side Trading Through Interoperability

Trading workflows often rely on multiple systems—EMS platforms, market data feeds, analytics tools, and proprietary applications. Navigating these fragmented technologies can lead to inefficiencies, redundant data entry, and delays in execution.

By leveraging interop.io’s FDC3-certified interoperability framework, Portware users can seamlessly connect their EMS with third-party applications, in-house tools, and analytics platforms. This context-aware integration eliminates the need for manual data transfers, ensuring that traders can focus on execution, strategy, and market opportunities.

Key Benefits of the FactSet and interop.io Collaboration

Seamless Cross-Platform Integration: Traders can move effortlessly between Portware, analytics, charting, news, and market data systems, improving workflow efficiency.

Elimination of Redundant Data Entry: By syncing order and security details across applications, users reduce manual input errors and enhance accuracy.

FDC3-Enabled Interoperability: interop.io’s FDC3 compliance ensures that applications within the trading ecosystem communicate effectively, streamlining adoption and customization.

Enhanced Flexibility & Customization: Buy-side firms can quickly onboard new tools, adapting to changing market conditions without disrupting existing workflows.

A Unified Approach to Trading Technology

“At FactSet, we understand that successful trading requires agility and precision,” said Jason Pangretic, Head of Product and Strategy, Trading Solutions at FactSet.

“By integrating interop.io’s advanced interoperability stack with Portware, we provide our clients with a best-in-class, connected solution that unifies workflows and enhances execution capabilities.”

interop.io’s CEO, Leslie Spiro, reinforced the importance of interoperability for the buy-sides:

“Seamless interoperability is essential for modern trading desks. Our collaboration with FactSet ensures that buy-side traders can easily integrate and navigate their technology stack without friction. By combining interop.io’s connectivity framework with Portware, we enable faster system integration, streamlined workflows, and better decision-making for our mutual clients.”

Strengthening FactSet’s Trading Ecosystem

Our partnership aligns with FactSet’s broader strategy of enhancing front-to-middle office connectivity. Following FactSet’s acquisition of LiquidityBook, a provider of cloud-native order management (OMS), pre-trade compliance, and Investment Book of Record (IBOR) solutions, the integration with interop.io further strengthens FactSet’s trading technology suite.

By breaking down silos and enhancing workflow connectivity, buy-side firms gain a smarter, faster, and more efficient trading experience—critical for staying ahead in today’s dynamic markets.