Liontrust Implements Eze Software’s Full Investment Suite
Adds Order Management, Portfolio Accounting to Execution Management Application
Liontrust Asset Management, a U.K.-based specialist investment management company, has gone live on Eze OMS and Eze Portfolio Accounting, implementing a front-to-back office workflow to replace its in-house systems.
This represents a significant investment by Liontrust and is designed to strengthen and support the company’s activities across its front and middle office, with Eze Software Investment Suite being chosen after a rigorous and lengthy selection process involving a number of vendors.
Liontrust, which has used Eze EMS since April 2012, chose Eze Software Investment Suite because of its capacity to support enhanced analytics, cash management, decision support and modelling, order and execution management, and investment operations and compliance. Over 30 users are now live on the system.
“We required a solution that fulfils our need for an investment book of record for all of the Liontrust funds and investment accounts,” said Vinay Abrol, COO and CFO of Liontrust. “EzeSoft Investment Suite delivered a solution that is seamless, comprehensive, and supported by hands-on client service. Having the OMS and Portfolio Accounting modules integrated with the EMS has made our workflows more efficient and centralized.”
“Liontrust wanted a comprehensive solution to manage a variety of complex workflows easily and EzeSoft Investment Suite met those requirements,” said Gerry Gualtieri, Eze Software’s Senior Managing Director for EMEA. “We are glad to be expanding our partnership and continue to focus on helping clients optimize their trading and reporting processes.”
About Eze Software
Eze Software 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 & Investor 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 15 offices worldwide. For more information, visit www.ezesoft.com.
Liontrust Asset Management, which was launched in 1995, is a specialist fund management group which has been quoted on the London Stock Exchange since 1999. Liontrust manages £4.8 billion (as of March 31, 2016) in U.K., European, Asian and Global equities, as well as running Multi-Asset portfolios. Liontrust was named by the London Stock Exchange Group as one of the 1,000 companies to inspire Britain in 2015 and 2016.