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Resources

Product sheets, ebooks, whitepapers, case studies, testimonials, and trending industry insights.
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EBOOKTrading Technology Buyer's Guide

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

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EBOOKThe Ecosystem Imperative

Explore the investment ecosystem model, the technology supporting this standard, its benefit to firms, and how you can employ this model at your firm.

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EBOOKUniting Your Front Office and Beyond

Learn how to bring your order and execution management technology together to increase efficiency, decrease risk, and maintain compliance. 

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EBOOKSwitching Systems Simplified

Discover key issues to consider when evaluating, choosing, and implementing a new investment system.

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EBOOKAchieving Effective Operations

Learn how to maximize technology vendor relationships to navigate industry headwinds, enhance operational efficiencies, and optimize costs.

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EBOOK2024 State of the Investment Industry Trends

SS&C fintech leaders provide insight into headwinds facing the investment industry in 2024 and tactics firms are using to navigate this market uncertainty.

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EBOOKInvestment Technology Conversion Playbook

A step-by-step guide to converting to new investment software, including data migration, integrations, trading setup, and more. 

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QUIZIs Your Technology Setting Your Firm up for Success?

Answer these 4 questions to learn whether your technology is helping or hindering your firm's success.

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EBOOKMore Streamlined Fund Operations Put Greater Emphasis on Vendor Services

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

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EBOOKHow Applied Finance Capital Management Uses Technology to Secure New Business

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

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EBOOKHow 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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EBOOKStarting 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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EBOOKOperations 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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WHITEPAPERStaying Safe: Cyber Security Best PracticesLearn about the key considerations for ensuring your vendors adhere to industry best practices when it comes to cyber security.DOWNLOAD
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WHITEPAPERMonetary Authority of Singapore (MAS) Digital Acceleration Grant (DAG) Application Checklist

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

 

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WHITEPAPERKey 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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WHITEPAPERThe 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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INDUSTRY REPORTIndependent Wealth Managers: Embracing Digital Tools to Enhance their Wealth Proposition

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.

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INDUSTRY REPORTAite-Novarica 2022 Buy-Side OMS Matrix

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

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INDUSTRY REPORTWhitepaper: 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 REPORTSurvey 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 SHEETEze 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 SHEETEze 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 SHEETEze Front Office Overview

SS&C Eze’s order and execution management solution (OEMS) is a multi-asset front office platform combining Eze EMS’s advanced and automated trading tools with Eze OMS’s feature-rich order management solution. 

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PRODUCT SHEETEze OMS Overview

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

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PRODUCT SHEETEze EMS Overview

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

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PRODUCT SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEclipse 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETEze 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 SHEETCAT 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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PRODUCT SHEETEze Managed Services

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

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PRODUCT SHEETEze Managed & Strategic Services

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.

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PRODUCT SHEETEze Managed Applications

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

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WATCH VIDEO
VIDEOSS&C Advent & Eze: Best-of-Breed Made Easy

James Griffin and Nick Nolan explain how the powerful combination of Eze Investment Suite + Advent Geneva is revolutionizing the way clients are aligning their front-to-back investment workflows.

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VIDEOYour Success is Our Business

Every SS&C Eze client receives fast, personalized, & knowledgeable service. Hear why our clients trust us to be their partner in success.

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VIDEOIs Your Technology Holding Your Business Back?

Tired of the runaround and broken promises from your investment technology provider? 

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WEBCASTEzeCast: Leveling Up Your Front Office with Eze Eclipse

Get an overview of the latest Eze Eclipse features and functionality and how you can use them to get the most value out of your system.

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WEBCASTEzeCast: Demystifying Digital Assets. Are Institutions Ready?

Is your crypto infrastructure set up to support your needs? Learn the key crypto technology considerations institutional investors should be making.

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VIDEOLaunch. Survive. Thrive. SS&C's Emerging Manager Front to Back Solution

Narrow margins, restrictive budgets, & limited expertise make growing your hedge fund difficult. Effective investment operations can help. 

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VIDEODiversify. Optimize. Scale. SS&C's Front-to-Back Solution for Institutional Managers

Growing a successful investment management business is hard, but effective and cost-efficient investment operations can help. 

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VIDEOGetting the Most Value From Your Technology Spend

The right investment technology can greatly impact your firm's success. Learn how to identify solutions' underlying costs to determine which one will offer the best value over the lifetime of the relationship.

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