FactSet Integrates IntelligentCross JumpStart into Portware EMS for Direct Broker Access

FactSet's Portware EMS now integrates with IntelligentCross' JumpStart, allowing buy-side firms to access Jefferies' low-touch liquidity directly. This makes FactSet the first among its competitors to offer a direct integration from the buy-side. The collaboration between FactSet, IntelligentCross, and Jefferies aims to improve trading efficiency and access to liquidity for buy-side firms.

FactSet (NYSE:FDS) has announced a significant advancement in its Portware execution management system (EMS), integrating IntelligentCross' JumpStart functionality. This integration allows buy-side firms to directly access Jefferies' low-touch liquidity, positioning FactSet as the first among its competitors to offer such a direct integration from the buy-side FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

The collaboration between FactSet, IntelligentCross, and Jefferies aims to enhance trading efficiency and liquidity access for buy-side firms. The new functionality leverages artificial intelligence to improve order matching and price stability in US equities, minimizing market impact and adverse selection risk FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

IntelligentCross' JumpStart technology, now available through FactSet's Portware EMS, allows buy-side traders to directly choose, access, and interact with the liquidity they want with minimal information leakage. Orders interact in purpose-built hosted environments on IntelligentCross ATS, connecting trading interests with specific agency brokers' algos. This model preserves confidentiality and prevents information leakage FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

The integration was developed with input from Harris | Oakmark, a leading investment management firm known for its long-term and value-oriented approach to investing. Harris | Oakmark's institutional investment professionals are the debut users of the new offering in full production FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

"JumpStart is about solving real trading problems," said Jason Siegendorf, Senior Director, Head of Trading Analytics at Harris | Oakmark. "This isn't an incremental upgrade—it's a meaningful evolution in the kind of liquidity we can interact with. JumpStart lets us precisely decide how, when, and with whom our orders interact. To us, this is trading as it should be: efficient, deliberate, and fully aligned with our objectives on behalf of our clients and shareholders" FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

FactSet's Portware EMS is designed to supercharge financial intelligence by seamlessly integrating proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across various sectors. With over 47 years of expertise and a presence in 20 countries, FactSet leverages advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making FactSet’s Portware and Jefferies First to Launch IntelligentCross JumpStart, Linking Buy-Side EMS and U.S.’ Top ATS by Volumeⁱ^[1].

For more information about FactSet’s Portware EMS, please visit [FactSet's website](https://www.factset.com).