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Key Benefits
Automate and integrate your compliance checks across the investment lifecycle
Flexible rule creation, assignment, and management to address intricate investor mandates
Monitor compliance on trades originating from both Eze OMS and Eze EMS
Efficiently build rules with hundreds of industry-standard rule templates for all investment types
Effortlessly schedule your post-trade compliance runs to evaluate both intra-day and holdings positions.
Keep your firm up-to-speed on the state of compliance with robust reporting capabilities
Avoid high-risk time-of-trade mistakes with pre-trade compliance checks at all points in the trade lifecycle
Utilize a suite of built-in, configurable reports and distribute to appropriate parties
Simplify your compliance alert investigations with drilldown capabilities into relevant trades and positions
