Digital Resources
Practitioner tools for OMS implementations
Self-serve resources built from real Bloomberg AIM and Charles River IMS delivery experience. Buy once, download immediately, use throughout your implementation.
Built from anonymized OMS delivery patterns
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Bloomberg AIM + Charles River IMS depth
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Vendor-neutral. No referral arrangements.
Most Popular
25 chapters across 6 parts. From control-plane doctrine through data-centric integration and post-go-live sustainment. Platform-aware, evidence-driven, artifact-first.
- All 25 chapters — full implementation lifecycle (Ch 1–25, Parts I–VI)
- Readiness scoring framework and go-live cutover checklist
- UAT test case library — AIM and CRD variants
- Configuration reference guide — AIM, CRD, and broader platform taxonomy
- Market taxonomy coverage: Aladdin, Bloomberg AIM, Charles River IMS, SimCorp, FIS, Enfusion, LSEG TORA, FlexTrade, Orion, Envestnet as archetypes
- PDF + editable Word formats
Starter Stack
The lean implementation stack: Express Review to know where you stand, Playbook Core to build the plan, and three months of toolkit access to execute it.
- Express OMS Readiness Review — 30-question self-guided readiness matrix
- OMS Implementation Playbook — Core Edition (25 chapters, 6 parts)
- OMS Templates & Toolkit — 3 months access (15 templates, updated monthly)
- CRD and AIM configuration reference guides
- Migration decision framework
- Full compliance rule library (both platforms)
- PDF + editable Word formats
- 30-day satisfaction guarantee
What these resources are based on
Track record
Frameworks informed by anonymized implementation outcomes across revenue capture, operating-risk reduction, and recovery work
Platform depth
Hands-on delivery experience in both Bloomberg AIM and Charles River IMS — not synthesized from vendor documentation
Vendor-neutral
No referral fees, no vendor partnerships. All frameworks are built to work across platforms, not to sell one
Format
PDF + editable Word. Ready to adapt for your firm's documentation standards
Need more than tools?
The Diagnostic is the right starting point for firms considering a full implementation.
Fixed-fee. Delivered in 10 business days. $7,500–$9,500. The tools above work for teams already inside an implementation — the Diagnostic is for firms figuring out where to start.
Learn about the OMS Readiness Diagnostic →
