OptimX Integrates with Portware EMS to Bring Bilateral Liquidity into Institutional Execution Workflows

New York – April 23, 2026

OptimX Markets, a pioneer in advanced liquidity management, has integrated with Portware, FactSet’s enterprise execution management system (EMS), to deliver bilateral liquidity opportunities directly into institutional trading workflows.

Through this integration, Portware clients—comprising leading asset managers and institutional trading firms—gain immediate access to OptimX’s differentiated bilateral liquidity network within their execution environment. At the same time, liquidity providers on OptimX can deliver a broad range of high- and low-touch opportunities directly to the desktop of Portware clients, expanding access to a global network of active institutional trading desks.

Designed for the speed and precision of modern execution, the integration enables both automated and user-driven workflows, allowing traders to control how and when they interact with broker liquidity. All resulting executions remain fully attributed to the broker, reinforcing client relationships and enhancing internalization opportunities.

David Barnett, Founder and CEO of OptimX Markets, commented, “Integrating with Portware brings OptimX directly into the execution layer, where trading decisions are made in real time. This allows institutional traders to access bilateral liquidity more efficiently, while enabling brokers to engage with their clients in a more direct and controlled manner.”

Robert Watts, Director, Strategy and Product Management at Portware, added, “Our clients rely on Portware to deliver performance, precision, and flexibility in their execution workflows. By integrating with OptimX, we are introducing a differentiated source of bilateral liquidity directly into the EMS, enabling traders to interact more intentionally with broker liquidity while maintaining control, transparency, and efficiency in the execution process.”