Create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees.
In a bear or bull market, you need access to technology that can help you focus on what you do best – generating alpha. SS&C Eze provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of your trade ideas and make informed investment decisions.
- Gain real-time visibility into your portfolios
- Easily rebalance across multiple portfolios to your models and benchmarks
- Stay ahead of your cash requirements with robust cash management tools
- Customize views to see what you want, how you want
- Measure portfolio performance against your choice of benchmarks
- Streamline all your trading, compliance, and risk workflows
- Assess risk with scenario analysis tools
- Rely on pre-, intra-, and post-trade compliance monitoring
- Run reports on point-in-time P&L, exposure, and other analytics
1000+ out-of-the-box viewable data points
Monitor P&L From the road
100% Client retention rate
"We can utilize Eze's modeling tools to model as many portfolios as we want at once, apply our model portfolios across a number of institutional clients at the same time, and deal with the differences between them.”