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Portfolio Management

Create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees.
Eze OMS Overview
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.
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KEY BENEFITS
  • 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

"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.”

Adan GalvanSenior Portfolio Manager & Head Trader, Ativo Capital Management

Ready to Talk?

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