Recent Posts

Thought Leadership / February 22, 2017

Starting Up: The Tech Setup Emerging Managers Need To Get Going

By James Griffin — Getting the right technology in place can make a big difference to the success of an emerging manager.

Thought Leadership / February 17, 2017

MiFID II/MiFIR Transaction Reporting: Top 10 Items To Check Off Today

By Adam De Rose — Adam De Rose, Associate Director, Product Management at Eze Software Group, outlines key steps firms can follow today to prepare to comply with MiFIR transaction reporting requirements.

Thought Leadership / February 9, 2017

Case Study: How Pax World Adopted Eze OMS To Streamline Workflows (Video)

By Jeff Shoreman — Joe Keefe and Brian Fruh of Pax World Investments discuss how using Eze OMS helped optimize their investment process in this Eze Software Group video.

Thought Leadership / February 1, 2017

What Does True EMS/OMS Integration Look Like?

By Andrew Pheifer — For more than a decade, asset management firms have been striving toward a more consolidated desktop. Andrew Pheifer, CFA, CAIA, takes a look at the evolution of EMS/OMS integration, and how a truly integrated solution should work.

Thought Leadership / January 25, 2017

The Big Balancing Act: Integration and Hedge Funds in 2017

By Jeff Shoreman — Now more than ever, hedge funds and other investment management firms are looking for ways to streamline their operations setups – while at the same time trying to boost their systems' effectiveness and scope.

Thought Leadership / January 18, 2017

Aite: EMS/OMS Integration Has Arrived

By Jeff Shoreman — Eze Software recently tapped leading technology consultancy Aite Group to examine the market of execution and order management systems. The results, published in a white paper "New Plateaus for OMS/EMS Integration," indicate that usage trends are moving in favor of system convergence: "OMS/EMS integration will likely become the benchmark, not the exception." 

Thought Leadership / January 11, 2017

Sneak Peek: What We’re Building This Year

By Rob Keller — Eze Software Group's Rob Keller discusses some of the major investment management technology projects planned for 2017.

Thought Leadership / January 4, 2017

Trends In Investment Management We’re Watching In 2017

By Jeff Shoreman — Eze Software's Jeff Shoreman reflects on the trends that will drive big changes in the investment management landscape in 2017, and how financial technology will influence the outcome.

Thought Leadership / December 21, 2016

2016: A Year of Challenge & Opportunity

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.

Thought Leadership / December 14, 2016

Optimizing Service: The Eze Model

By Jeff Shoreman — Eze Software's Jeff Shoreman discusses Eze's service model and how it's changing to deliver a better straight-through-processing experience for investment managers.