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Nov, 2 20172 min read

Eze Software Talks Ops, FinTech Trends At Eze Advance

Eze Software Talks Ops, FinTech Trends At Eze Advance

Global investment professionals discuss trading, RegTech, cybersecurity and much more at premier FinTech event

BOSTON, Nov. 2, 2017Eze Software, a global provider of investment technology, has successfully concluded its fourth client conference, 2017 Eze Advance. Nearly 300 investment professionals from around the world attended the three-day event in Orlando, Fla., to discuss trends driving change in investment operations, explore practical solutions, and network with peers.

“We want to thank our clients, prospects, sponsors and speakers for making Eze Advance a fantastic event. We learned a lot about the key issues driving investment management operations today, and how our clients are using our solutions to address those challenges,” said Jeffrey Shoreman, President and CEO, Eze Software. “As we continue to tackle industry trends such as calls for more transparency, regulatory reporting, increased trading sophistication, managing operations in the cloud, and more, we continue to work closely with our clients to deliver cutting-edge technology to help them optimize operations and deliver alpha.”

Eze Software unveiled details on Eze Eclipse, its next-generation native cloud investment workflow platform, during its “Reimagining the Investment Process” keynote. The born-in-the cloud holistic investment lifecycle management platform joins Eze Investment Suite, Eze Software’s established front-to-back investment workflow solution, in Eze Software’s lineup of offerings. Eclipse so far has been adopted by nearly 20 emerging managers, with more in the pipeline. Conference attendees got a chance to test Eze Eclipse and provide feedback at the Demo Kiosk and the UX Lab.

The conference featured more than 25 sessions, including panels on operational due diligence and optimizing operational alpha; trade analytics and best execution; cybersecurity; preparation for SEC audits; and factor-based modeling. There were also spotlight presentations on MiFID II, artificial intelligence, trends in trading, and more, and attendees dove deeper into the issues at subsequent peer roundtables. Eze Software experts also delivered step-by-step demonstrations of critical workflows across Eze Investment Suite.

The conference featured five keynote presentations. Michael Fastert of TIG Advisors delivered the industry keynote, while Davis Smith, CEO of Cotopaxi, and Frank Abagnale, author of ‘Catch Me If You Can,” focused on the broader issues of sustainability and fraud prevention, respectively.

A detailed account of the conference can be found here. More detailed recaps of the conference will be provided on the Eze Blog in the coming weeks. 

About Eze Software

Eze Software is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. Eze Software provides the platform for growth for the entire investment management community, maximizing efficiencies across order management, trade execution & analytics, portfolio analytics & modeling, compliance & regulatory reporting, commission management, and portfolio & investor accounting. For more than 20 years Boston-based Eze Software has been driving innovation in financial technology. Today, Eze Software partners with more than 2,500 buy- and sell-side institutions in 45 countries from their 15 offices worldwide. For more information, visit