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Meeder Investment Management, a Dublin, Ohio-based investment management firm with USD13 billion in assets under management, relied on a combination of homegrown systems and Bloomberg to manage its diverse strategies, which include a mutual funds, RIA and quantitative strategies. After its business grew, the firm decided to look for a system that would have the ability to optimize workflows for multiple business lines, and would stand out on interoperability and integration.

Click the image below to read Buy-Side Technology’s interview with Ted Clark, Director of Investment Operations, about why Eze Investment Suite fit the bill.