Swan Wealth Advisors Takes Omex for Order Routing

Swan Wealth Advisers is based south of Denver in Durango, Colorado

The solution replaces a mishmash of external vendors' platforms that were previously cobbled together over Swan's 16-year history to execute and administer pro-rata orders for options.

"We've had to bear a myriad of logistical burdens when implementing strategies in tandem across a universe of accounts domiciled at multiple custodians, with each imposing different order delivery instructions for its captive clients. OMEX proved intuitive in understanding our business and delivered a solution that has streamlined our workflow at cost," says Robert Swan, the eponymous firm's director of trading and technology.

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