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SS&C Eze (Eze Investment Suite)

A global, multi-asset class investment management solution.

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Overview

The Eze Investment Suite, offered by SS&C Eze, is a fully integrated front-to-back office solution designed to optimize the investment lifecycle. It combines the award-winning Eze OMS, Eze PMS (Portfolio Management System), and Eze EMS (Execution Management System) to provide a seamless workflow for portfolio management, compliance, trading, and operations.

✨ Key Features

  • Order Management (Eze OMS)
  • Execution Management (Eze EMS)
  • Portfolio Management & Accounting (Eze PMS)
  • Compliance Management
  • Data Management & Analytics
  • Commission Management

🎯 Key Differentiators

  • Strong combination of OMS and EMS capabilities
  • Highly configurable and flexible platform
  • Extensive integration network with third-party providers

Unique Value: Offers a powerful and flexible end-to-end investment solution that can be tailored to the specific needs of complex investment managers.

🎯 Use Cases (3)

Hedge Funds Asset Managers Institutional Investors

✅ Best For

  • Streamlining trading and compliance workflows for hedge funds with complex, multi-asset strategies.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms needing a very simple, low-cost order management tool.

🏆 Alternatives

Charles River IMS Enfusion Bloomberg AIM FactSet Portware

Provides a more tightly integrated OMS/EMS workflow compared to competitors who may have stronger separation between the two functions.

💻 Platforms

Web Desktop Mobile

🔌 Integrations

Over 250 third-party providers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing
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