Moment

Moment is an AI-native operating system for investment management, purpose-built for wealth management firms, broker-dealers, RIAs, and fintechs. Founded by former fixed income quants from Citadel and Jane Street, Moment unifies portfolio management (PMS), order management (OMS), execution management (EMS), portfolio accounting, risk and compliance, and data and analytics into a single platform. The system enables advisors to generate personalized fixed income portfolios in seconds, traders to automate order execution across major venues, and portfolio managers to automate rebalancing and compliance monitoring. Clients collectively manage over $8 trillion in assets.