OTAS Technologies Previews Move into Sell-Side and EMS Spaces, Preps OTAS Views

Doris says OTAS is in the “early stages” of speaking to the sell side, and has gone through product evaluations with six tier-one investment banks. The plan is to break into the sell side sometime in the first quarter of 2015. The move makes sense, Doris says, because sales and execution traders are hearing about OTAS from their largest buy-side clients, and the vendor’s analytics solutions have crossover for the sell side.

“The major EMS providers would all say that they’re in competition with Bloomberg for real estate, so the more functionality and content they can put into their platform, the fewer times the trader is going to key out to Bloomberg and the stickier their product becomes,” he says.

In early December, OTAS will officially release OTAS Views, which is a new feature that will allow traders and portfolio managers to create user-customizable views and analytics. “For the first time, a portfolio manager can take the platform and create a view that is only focused on a couple of valuation metrics,” Doris says.

This is an excellent feature piece that displays OTAS’ full-suite of products and forward-thinking momentum. We are pleased to see even more immediate coverage coming out of the recent media tour.

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