Moment provides an AI-native operating system tailored for investment management workflows. This unified platform integrates portfolio management, order execution, and compliance tools for financial institutions. The system enables firms to automate complex tasks, deliver personalized portfolios efficiently, and manage risk across their operations.
Funding
$36M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Traditional fixed income workflows are fragmented and manual, leading to operational inefficiencies and limited scalability for wealth management firms. This complexity hinders their ability to offer sophisticated fixed income solutions to clients, impacting productivity and client service.
Solution
Moment provides a unified fixed income operating system designed to streamline trading, portfolio management, and compliance for wealth management firms. The platform integrates liquidity aggregation, automated execution, and advanced portfolio construction tools into a single, cohesive system. This enables firms to deliver institutional-grade fixed income capabilities, significantly increasing operational efficiency and reducing complexity. By automating key processes, Moment empowers wealth managers to scale their fixed income offerings and enhance client value.
Target Audience
Moment targets wealth management firms, independent broker-dealers, custodians, and fintech companies seeking to enhance their fixed income trading and portfolio management capabilities.
Features
- Unified Order and Execution Management System (OEMS) for centralized trading across multiple venues and protocols.
- AI-powered bulk upload and validation engine for processing large volumes of orders from spreadsheets.
- Automated execution strategies with intelligent routing and performance monitoring capabilities.
- Portfolio Management System (PMS) for scalable, personalized portfolio construction and rebalancing.
- AI-driven proposal builder for generating executable bond proposals rapidly.
- Real-time compliance monitoring with configurable pre-trade checks and post-trade audit capabilities.
- Integrated data and analytics providing real-time pricing, reference data, and portfolio insights.
- APIs for seamless integration with existing wealth management technology stacks.
- SOC 2 Type I & II certified infrastructure ensuring data security and system reliability.
- SAML Single Sign-On (SSO) for enterprise-grade access control.