Adopts Front-to-Back Office Suite to Streamline Workflows
Eze Software, a premier provider of global investment technology, has signed on Brazilian equity specialist Perfin Investimentos as a client for its award-winning product suite. The São Paulo-based independent asset manager will implement Eze OMS, its order management system, as well as Eze EMS for execution management, and Eze Portfolio Accounting for portfolio management to streamline workflows across the investment lifecycle. The partnership reflects Eze Software's continued growth in Latin America, with 90 clients using one or more of its products.
In partnership with Perfin Investimentos, Eze Software will build the firm’s connections to third-party providers locally and globally. Perfin Investimentos will leverage the Eze Software product suite to automate trading workflows, such as portfolio modeling, pre-trade allocation management, pre- and post-trade compliance, third-party reconciliation, STP trade processing, and auditing. Eze Software expects to complete Perfin Investimentos’ implementation of its OMS, EMS and Portfolio Accounting in the second quarter of 2015.
“Perfin Investimentos was looking for a robust and scalable investment management platform to control and support the unique workflows and the diversity of currently held asset classes, including equities, futures, derivatives, and cash,” said Normando Fay, LatAm Sales Director for Eze Software. “Our products provide Perfin Investimentos with a comprehensive solution that mitigates operational risk and creates consistency across the trading lifecycle, allowing analysts to focus on their investments. Perfin Investimentos will benefit from front-to-back straight-through-processing and configurable compliance alerts and reports, which can be customized from thousands of analytics and system fields to help manage investor requirements.”
“In tougher market times, we must review our operational efficiency. When the operational risks are minimized, we can focus on fund strategies. That’s what clients need: an engaged and efficient team, tenaciously working for better results,” said Maurizio Casalaspro, COO of Perfin Investimentos. “Eze Software’s high-touch client service team has proven to be an invaluable resource, and we appreciate their continued commitment to helping us reach our goals.”
Based in São Paulo and founded in 2007, Perfin Investimentos is an independent Brazilian equity hedge fund specialist that seeks to provide investors a consistent and attractive stream of long-term returns, based on thorough fundamental analysis, strict risk controls, high levels of transparency and solid ethical standards.