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2016: A Year of Challenge & Opportunity

Posted in Thought Leadership on
Wednesday, December 21, 2016
by Jeff Shoreman

Welcome back! As we wind down 2016, we thought it would be a good time for some reflection. This has certainly been an interesting year, for the markets and the world. It’s been a challenging year for the industry, but also one where markets rallied, and innovation blossomed. Here at Eze, we saw a number of great successes in product development and business growth. Overall, we improved system performance and made more than 3000 quality improvements and enhancements. Here are a few select highlights:

Product Development

Bringing together our products in a single Investment Suite to provide straight-through processing across the front-, middle-, and back-office has been our goal since the day Eze Software Group was born in 2013. This year, we enabled new workflows across the EMS and OMS applications of Investment Suite. Our Suite Users can now use advanced OMS capabilities directly from the EMS. We also introduced enhanced pairs workflow integration, handling order origination in either system with compliance and position checking enabled. We’re also working on bringing the short locate capabilities of Eze OMS into the EMS to streamline shorting workflows in the EMS.

We’ve also streamlined post trade processes across our OMS to Portfolio Accounting modules, so that securities, transactions and other reference data flow more seamlessly between the two. We’re not done yet, but we did just release a number of significant new customer-ready iterations.

In late 2015, we were thrilled to bring on board TKS Solutions, whose Penny-It-Works investor accounting solution has served as a great extension of our Portfolio Accounting capabilities. In the last year, we’ve integrated Investor accounting into our Suite and continued to innovate. For instance, the latest enhancements in Investor Accounting simplify workflows for private equity accounting, tackling complex issues such as waterfalls. On the execution management front, we improved advanced crossing functionality, adding the ability to detect crossing opportunities within the blotter prior to the order being routed out to market. How’s that for a busy year?

Client Service

In an ever-changing world, having a partner to help you navigate is crucial. That’s why we’ve continued to invest in client service. As I mentioned in my previous blog, we’ve optimized our client service model to position us to deliver even better service and support. We believe better access to specialized resources across the organization will be a huge benefit to you, and have worked hard to make this a smooth transition.  I just want to take the opportunity to say thanks for your support during this time, and I hope you’re enjoying the benefits already.

I hope this year has been as good for you as it’s been for us. We have a number of fantastic things in the pipeline, and I’ll delve into them more in the new year. Be sure to hit the Subscribe button if you haven’t already – we are planning an exciting lineup for you in 2017.

From all of us at Eze, we want to wish you Happy Holidays, and a healthy, happy and prosperous New Year!

Happy Holidays from Eze Software

Jeff Shoreman, President, Eze Software Group

Jeff Shoreman

Jeff serves as president and CEO of Eze Software and has been with the company for more than 15 years. During his tenure he has held a number of leadership and executive positions, including chief operating officer from 2005 to 2012, and prior to that he was chief technology officer.

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