By Business Need

Order Management

Eze Software Investment Suite provides a highly configurable set of tools designed to help you manage your firm’s investment lifecycle. Whether you are looking for a robust order management system to sit at the heart of your firm’s investment process or for basic order management functions to complement your portfolio accounting workflow, our applications can be tailored to your needs. We offer a broad set of tools to support your interdepartmental workflows allowing your compliance, portfolio management, trading, and operations teams to easily collaborate.

  • Global, multi-strategy, multi-instrument order management

  • Trade across any asset class from a single trade ticket

  • Configure pre-defined allocation schemes

  • Send and manage locate requests

  • Configurable blotters tailored to your specific investment workflows

Key Benefits

  • Improve efficiency and streamline order entry and allocation across multiple asset classes
  • Easily track and monitor your trading activity with embedded TCA metrics
  • Quickly find liquidity and execute via FIX with more than 500 sell-side brokers 
  • Execute in one click with configurable “Quick-Send” buttons


  • Automate the short-locate process, easily compare rates and source locates within the trading workflow to save time and money 
  • Enter orders more efficiently with configurable, pre-defined allocation schemes  
  • Monitor performance with real-time intraday P&L

Key Features

Order Creation & Allocation

  • Create and allocate orders from a single blotter configured with multiple views to suit your preference
  • Allocate orders across multiple custodians, brokers, and strategies, segmenting positions as you see fit
  • Utilize asset-class specific workflows
  • Quickly assign allocations via rules-based strategies and custom schemes
  • Value CDSs, fixed income, and more with FINCAD and other third-party analytics
  • Enter orders using pre-defined allocation schemes in compliance with your investment policies and strategies
  • Hold orders for review before execution
  • Create and monitor orders from the road with Eze Mobile for iPad
  • Automate behind-the-scenes compliance checks during trade entry and allocation

Order Execution

  • Access over 750 multi-asset algorithmic and trading strategies from 75 brokers
  • Execute electronically with 500+ sell-side brokers and liquidity venues
  • Route orders to single or multiple brokers with one click using “Quick Send” buttons
  • Manage and execute list trades
  • Expose orders to multiple dark pools directly from the trade blotter
  • Amend and/or cancel live orders via FIX directly from the blotter
  • Enter and manage your own directed and step-out broker instructions
  • Automate execution with our rules-based order routing engine

Order Management

  • Easily merge orders into larger blocks to work across multiple execution venues 
  • Run bulk edits of trade details including commissions, fees, and more
  • Alter trade strategies on the fly 


Borrows, Locates, & Lending

  • Automatically send locate requests to brokers when creating or committing a short order
  • Track historic rebate and availability data
  • Compare and choose rates on borrows held at multiple prime brokers
  • View locate requests by counterparty or security

Relevant Applications

Fast, efficient execution management

Enterprise-grade advanced order
management and integrated compliance

What People Are Saying


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