Press Release

Eze Software Group Releases Latest Version of its Portfolio Management System - Tradar PMS 5.1

Press Release

New release brings improved trade and operations workflow, extended alerting functionality, and enhanced performance & risk capabilities

BOSTON, MA, December 3, 2013 – Eze Software Group, a premier provider of global investment technology, today announced a new release of the Tradar PMS™, its award-winning portfolio management system for global buy-side institutions. Version 5.1 provides enhanced operational workflow and new performance reporting capabilities, offering additional insight into the drivers of investment returns and further increasing transparency for investors.

Tradar PMS 5.1 delivers an advanced feature set that enables faster, more integrated, communication across the client’s organization. Enhancements include flexible management of contracts and open tax lots, automated email notification of system alerts based on user permissions, and a new tool allowing users to send out ad-hoc system-related message alerts and reports directly from their system.

The upgrade provides users with a greater degree of configurability and a streamlined workflow for different asset classes such as CFDs and NDFs. Enhanced flexibility in the generation of accruals, combined with a redesign of the system’s settlement rules, further automates the trade entry process and enables the calculation of a more accurate NAV.

In line with Global Investment Performance Standards (GIPS) composite requirements, clients can now aggregate multiple portfolios for performance contribution analysis. This is an extension to the system’s existing capability to generate true, time-weighted returns for each portfolio and enhances the comprehensive suite of reports already available within Tradar PMS.

“This new release supports Eze Software Group’s commitment to deliver rich, flexible, quick-to-deploy and easy-to-integrate functionality,” said Gerry Gualtieri, executive managing director of EMEA and president of the Tradar PMS business for Eze Software Group. “The release adds a number of important functional enhancements to the post-trade management workflow. As always, this new release is driven by what our clients and prospects require in order for them to make efficient investment decisions and remain compliant with industry standards and regulations.”

Eze Software Group’s Tradar PMS is a real-time, multi-asset class portfolio modeling, management, and accounting solution. The Tradar PMS is used by more than 200 buy-side firms in over 30 countries worldwide to improve decision making, increase productivity for the front, middle, and back-offices, reduce operating risk, and lower overhead costs.


About Eze Software Group
Eze Software Group is a premier provider of global investment technology to support the front, middle, and back office. Formed in 2013, Eze Software Group brings together the proven success of the RealTick® EMS, Eze OMS™, and Tradar PMS™ teams. It partners with more than 1,500 buy- and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Its clients include broker-dealers, endowments, family offices, hedge funds, institutional asset managers, mutual funds, pension funds, and professional individual investors. Based in Boston, Eze Software Group employs more than 750 people in 12 offices worldwide. For more information, visit

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