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Resources

Product sheets, ebooks, whitepapers, case studies, testimonials, and trending industry insights.
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EBOOK How to Start a Hedge Fund: Setting Your Firm up for Long-Term Growth

From setting up, to raising capital, to going live, get your hedge fund started on the right foot with this guide to long-term growth.

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EBOOK Switching Your Investment System: Key Issues To Consider

Chances are, in the course of the life of your investment firm, there will come a time to take a hard look at whether your investment system still suits your needs.

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EBOOK Starting A Hedge Fund: How To Choose Your Vendors

Starting a hedge fund these days isn’t just about raising capital and running trades. This guide will cover a few main partners you’ll need to get your fund up and running.

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EBOOK Operations Done Right: What To Look For From Your Investment Technology Platform

Amid all of the other concerns, technology often isn’t a priority. It should be. In today’s market, you need institutional-grade infrastructure in place before you ramp up.

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WHITEPAPER Staying Safe: Cyber Security Best Practices Learn about the key considerations for ensuring your vendors adhere to industry best practices when it comes to cyber security. DOWNLOAD
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WHITEPAPER Key Drivers of the Global Investment Management Industry: 9 Trends We're Watching

Take an in-depth look at the challenges, opportunities, and key forces driving the global investment management industry and how they'll evolve in the coming years.

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INDUSTRY REPORT Operational Efficiency To Stay Ahead: 2019 Outlook Report

What were the biggest challenges facing asset managers in 2019, and how can technology help?

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WHITEPAPER The Multi-Asset Buy Side: Overkill, or Table Stakes?

Technology has fundamentally changed the world of investing. Download this thought-provoking research paper from veteran market structure analyst Larry Tabb to learn how.

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WHITEPAPER State of the OMS: A Time for Change?

Is the OMS still the center of the buy-side traders’ world? Have they adapted? This whitepaper will look at changes in the industry and where the OMS industry is headed.

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WHITEPAPER New Plateaus for OMS/EMS Integration

This whitepaper, produced by Aite Group, examines the current state of integration between buy-side order management systems (OMSs) and execution management systems (EMSs).

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INDUSTRY REPORT Whitepaper: OMS/EMS Convergence in the Cloud: The Road Less Traveled

This whitepaper discusses the marketplace trends that are influencing OMS and EMS innovations.

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INDUSTRY REPORT Survey Report: Outsourcing and the Buy Side—Coming Around Again

Based on a 13-question quantitative survey, this whitepaper focuses on the motives, challenges and opportunities driving buy-side firms’ outsourcing practices.

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PRODUCT SHEET Eze Investment Suite Overview

Our best-in-class software solutions and client service are tailored to maximize investment and operational alpha across your entire investment process.

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PRODUCT SHEET Eze Eclipse Overview

Eze Eclipse™ supports the full investment process within a single, unified platform accessible through a secure web browser interface.

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PRODUCT SHEET Eze OMS Overview

Eze OMS streamlines your entire investment process from idea generation to settlement, across all asset classes.

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PRODUCT SHEET Eze EMS Overview

Eze EMS gives you fast, seamless access to global liquidity and advanced real-time analytics.

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PRODUCT SHEET Eze Portfolio Management & Accounting Overview

Portfolio Management & Accounting serves as the backbone of your investment operations, giving you an accurate and holistic view of your portfolios at all times.

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PRODUCT SHEET Eze Investor Accounting Overview

Eze Investor Accounting is tailored to the needs of hedge fund back offices, fund administrators, management companies, private equity partnerships, and wealth managers.

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PRODUCT SHEET Eze Compliance Overview

Eze Compliance seamlessly integrates pre-, intra-, and post-trade compliance checks and monitoring into the trading process to ensure that your firm is managing its trade and portfolio compliance at all times.

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PRODUCT SHEET Eclipse Commission Management Overview

The increasing demand for independent research services and the importance of knowing how commissions are allocated across brokers has added to the complexity of commission management.

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PRODUCT SHEET Eze MiFID II Solutions Overview

The MiFID II regulation requirements are complex, but you can be ready to meet the new challenges they create.

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PRODUCT SHEET Eze Front-Office Integration

Eze has created the industry’s most advanced straight-through processing capabilities that integrate market-leading EMS and OMS solutions. FIX-only integrations, and all their limitations, are now a thing of the past.

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PRODUCT SHEET Eze OMS for ESG

Eze OMS, a global multi-asset order management system, simplifies the investment process from portfolio construction through settlement so you can effectively manage and adhere to ESG requirements across the investment lifecycle.

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PRODUCT SHEET Eze EMS - OTAS Integration Overview

With OTAS technologies in Eze EMS, you can equip your firm with the necessary information to pilot these uncertain horizons with confidence.

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PRODUCT SHEET Eze EMS Automated Trading

Eze EMS Automated Trading is a flexible, intuitive solution that gives you the control and power to automate low-touch orders so you can focus on your high-touch, complex trades requiring your expertise.

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PRODUCT SHEET Eze OMS for Asset Managers Overview

Eze OMS™ is a global multi-asset order management system that simplifies the investment process across all investment types – from portfolio construction through settlement.

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PRODUCT SHEET Eze OMS for Fixed Income Managers

Eze OMS™ allows firms to effectively manage fixed income portfolios with out-of-the-box views and workflows, data & analytics integrations, and an open and flexible architecture that allows for unparalleled flexibility. 

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PRODUCT SHEET Eze Eclipse Security & Architecture Overview

Eze Eclipse was built from the ground up as a cloud native platform, with data privacy and cyber security fundamentals at the core of its design.

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PRODUCT SHEET Eze Investment Suite & Advent Geneva

Eze Investment Suite and Geneva together provide firms an integrated, front-to-back office suite. The combination gives firms the insights, automation, and agility to take advantage of opportunities in a fast-moving global marketplace.

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PRODUCT SHEET Eze Investment Suite - Multi-Managers

You need a unified, all-in-one system that gives you a holistic view of the central fund, while allowing your portfolio managers to work independently and unencumbered.

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PRODUCT SHEET Eze EMS – Crypto Trading Overview

Eze’s crypto trading network provides an open, broker-agnostic framework enables us to provide you with access to the trading venues your firm needs to stay ahead.

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PRODUCT SHEET CAT Reporting Product Sheet

Consolidated Audit Trail (CAT) is fast approaching and will go live in April 2020, but ALL U.S.-registered broker-dealers MUST register to the new CAT NMS before June 27th, 2019.

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CASE STUDY APAC Firm Pairs Eclipse with Managed Services to Increase Efficiencies

Learn how one long/short, events-driven hedge fund institutionalized its infrastructure and saved 4 to 5 hours each day with Eze Eclipse and Eze Managed Services. 

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CASE STUDY Case Study: Aubrey Capital Scales Business; More Than Doubles AUM Since Implementing Eze OMS

Eze OMS simplifies complexities, streamlines investment operations, and positions Aubrey Capital for growth.

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CASE STUDY Case Study: Voss Capital Scales Business & Institutionalizes Infrastructure

Voss Capital was able to scale its business and institutionalize its infrastructure with Eze Eclipse's cloud-based solution and mobile capabilities. 

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CASE STUDY Case Study: Fairgreen Expeditiously Implements Eze Eclipse to Help Scale Their Business

Start-up hedge-fund pioneers Eze Eclipse in Europe and realizes immediate successes as they scale and grow their business.

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CASE STUDY Case Study: Alpine Peaks Automates Investment Operations With Eclipse

Eze Eclipse equips Alpine Peaks, a start-up hedge fund, with a best-in-class operational framework.

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CASE STUDY Case Study: Bennelong Funds Management Consolidates & Reduces Manual Processes by 80% with Eze Investment Suite

Multi-boutique asset manager consolidates its operations and reduces manual processes across investment teams using Eze Investment Suite.

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CASE STUDY Case Study: QQQ Capital Pte Ltd. Institutionalizes with Eze Portfolio Management & Accounting Singapore-based start-up implements Eze's order management and portfolio management & accounting systems. Read More
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CASE STUDY Case Study: Salt Rock Capital Partners Implements Eze Portfolio Management & Accounting

Global macro hedge fund positions Eze's Portfolio Management & Accounting System at the hub of its middle- and back-office operations.

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CASE STUDY Case Study: Kriya Capital Employs Eze's Portfolio Management & Accounting

Growing investment manager in Hong Kong relies on Eze Portfolio Management & Accounting to manage its funds.

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CASE STUDY Case Study: Pax World Management Implements Eze Order Management System

Global mutual fund adviser implements Eze's order management system to handle its investment operations.

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WATCH VIDEO
VIDEO Video: Bardin Hill Consolidates Fixed Income Book with Eze OMS

Bardin Hill partners with SS&C Eze to elevate their investment operations. Learn why Eze OMS was the clear choice to help consolidate Bardin Hill’s fixed income book onto one unified platform.

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VIDEO Video: Eze OMS at ProShares

Learn how Eze OMS met ProShare's complex investment operations needs through configuration, not customization, providing ProShares the speed to market they require.

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VIDEO Video: Eze OMS at PAX World Mutual Funds

PAX World's CEO, Joe Keefe, believes in a profitable ESG and SRI investment portfolio. Eze OMS freed up traders and allowed Portfolio Managers to focus on core sustainable investing competencies.

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WATCH VIDEO
VIDEO Video: How Eclipse Powered Natare's Business

Co-founder and Analyst Joseph Weiss use Eze Eclipse to electronically route orders, monitor the portfolio, send end-of-day trade files to counterparties, reconcile the NAV, conduct compliance checks, and other core functions.

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VIDEO Video: Eze Investor Accounting at TIG Advisors

Learn how TIG Advisors’ exceptional Eze Investor Accounting experience led them to onboard Eze's fund accounting capabilities.

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VIDEO Video: How Apex Capital Grew It's Business With Eze

At the outset, Apex Capital sought out a vendor to help it with compliance. The decision to hire Eze, ultimately, came down to a combination of superior service quality, building a robust infrastructure, and low total cost of ownership.

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VIDEO Video: Optimizing Operations at TIG Advisors

COO and CLO, Michael Fastert, knows that spending time on mundane operational tasks is effectively costly to the fund. Learn how TIG Advisors optimizes operations, saving time and money, by partnering with Eze.

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VIDEO Eze Eclipse at Nishkama Capital

At a start-up hedge fund like Nishkama Capital, learn how Eze Eclipse is more than just a technology provider.

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