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Operations

Streamline workflows, centralize data flow, eliminate repetitive manual processes.
Eze OMS Overview
Eze PMA Overview

You need investment infrastructure that is going to optimize your operational efficiency while at the same time minimize total cost of ownership. SS&C Eze provides multi-asset class solutions designed to streamline workflows, centralize data flows, and eliminate repetitive manual processes so that you can focus on the business of managing money.

KEY BENEFITS
  • Reduce operational costs across your firm
  • Easily book and maintain trades post-execution
  • Automate the allocation process across portfolios, strategies, and custodians
  • Automate your daily investment processes from order creation to accounting
  • Minimize high-risk time-of-trade mistakes
  • Enter orders more efficiently with configurable, pre-defined allocation schemes
  • Connect with downstream, third-party systems using standard APIs and hundreds of data interfaces
  • Track and report on the full life cycle of your investment activity
  • Ensure you're covered with a comprehensive audit trail of all trade and compliance history, including changes to rules and assignments
12,000 Eze users globally
2,500 Institutions supported by Eze

"When operational risks are minimized, we can focus on fund strategies. Eze's high-touch client service team has proven to be an invaluable resource, and we appreciate their continued commitment to helping us."

Maurizio Casalaspro COO, Perfin Investimentos

Ready to Talk?

Our sales team will be happy to talk through the options and help find a solution that works for you.