Resources

Explore modern front-office solutions. Deep dive into the OMS, EMS, the characteristics of a next-gen OEMS, investment industry trends & more.

Quality vendor service is more critical than ever to firms' success. Learn how you can ensure your vendor is up to the task.  

Hear from Applied Finance's director of trading about why choosing the right vendor was critical in capturing a new business opportunity. 

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.

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.

A step-by-step look at the DAG application process for receiving funds to help subsidize a digital solution for your firm. 

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.

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

Hear technology and independent wealth management experts’ takes on the digital health of the IAM/EAM community, its competitive needs, & its ability to thrive in the years ahead.

Explore the overall competitive position of 16 OMS vendors, focusing on vendor stability, client strength, product features, and client services.

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

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

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

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

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

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

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

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

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.

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.

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

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.

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.

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

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.

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

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. 

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.

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.

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.

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.

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.

Eze Managed Services help manage essential daily & monthly processes from within your existing Eze technology, conserving your resources for higher-value work.

Eze Managed & Strategic Services help manage anything from critical business processes to routine, essential daily & monthly processes to help you maximize efficiencies to drive meaningful results.

Eze Managed Applications is an all-in-one solution for investment technology & architecture, offering an efficient, cost-effective alternative to on-premise implementation.