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Aug, 19 20142 min read

Eze Software Rolls Out Mobile App On iPhone 6

Further Enhances Range of Mobile Offerings

Eze Software Group, a premier provider of global investment technology, has enhanced its mobile offerings with the release of Eze Mobile for iPhone 6 and 6 Plus. The app gives users of the Eze Software OMS access to critical compliance, trading and portfolio management functionality on the go. The functionality is already available for iPad and other mobile devices.

Eze Mobile will enable portfolio managers to use analytics data in real time, ensuring access to the latest portfolio updates on the go, including P&L. Compliance officers can ensure they can manage pre- and post-trade compliance alerts, view potential violations and manage restricted lists. Users can send orders to the desk from a remote location. The application supports workflows in multiple currencies and asset classes, and features built-in comprehensive, configurable security options to ensure data is safe. Users’ access to the application can be configured for specific modules via a robust role-based security framework.

“More of the investment management workflow is being managed on the go, and we continue to improve our mobile solutions to support this trend,” said Rob Keller, CFA, Executive Managing Director of Product Management and Development. “Fund managers are looking for ways to untether their workflows from the desktop, and we are looking to support them by providing mobile and cloud access to advanced trading and portfolio management capabilities.”

Eze Software Group also supports mobile access to its execution management system. RealTick UltraLite is an extension of the Eze Software EMS, and has been available since 2013. Users can manage orders and positions, look up quotes and enter or cancel trades from any mobile device, tablet or major desktop web browser.

The iPad app for Eze Software OMS has been available since 2013. “The iPhone app builds on our success with the iPad app,” said Phil Christianson, Associate Director of Product Management.


About Eze Software Group

Eze Software Group is a premier provider of global investment technology to support the front, middle and back office. The Eze Software Investment Suite addresses the core business needs of the asset management community, including Order Management, Trade Execution & Analytics, Portfolio Analytics & Modeling, Compliance & Regulatory Reporting, Commission Management, Data Management and Portfolio Accounting. Eze Software partners with more than 2,000 buy- and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Clients include hedge funds, institutional asset managers, mutual funds, pension funds, endowments, family offices, wealth managers, and broker-dealers across a range of strategies, investment products, and asset classes. Based in Boston, Eze Software employs more than 1,000 associates in 12 offices worldwide. For more information, visit