EZE-INVESTMENT-SUITE

Eze Investment Suite asset management / capital markets platform.

Definition

Eze Investment Suite refers to the OMS + EMS + portfolio management + compliance + analytics suite of SS&C Eze (Boston MA, founded 1994, acquired by SS&C Technologies 2018 in $5.4B Convergence acquisition), ~1900+ buy-side clients globally hedge funds + asset managers + family offices, flagship Eze OMS + Eze EMS Realtick equities trading + Eze Portfolio Management. Platform + workflow + integration multiple buy-side + sell-side financial services institutions + asset managers + hedge funds + insurance + pension funds + capital markets multi-asset class trading + portfolio management + risk + compliance + reporting + multiple ecosystem integrations FIX + SWIFT + ISO 20022 + custom APIs + data vendors integration mature platforms decades-deployed enterprise scale.

Origin

Eze Software founded 1994 ; acquired SS&C Technologies 2018 dans Convergence acquisition $5.4B ; ~1900+ buy-side clients.

Example in context

Hedge fund ~$5B AUM uses Eze OMS for trade execution + Eze Portfolio Management: portfolio managers research investment ideas + create orders Eze OMS, traders execute via Eze EMS Realtick connected ~150+ liquidity venues globally + DMA Direct Market Access, post-trade allocations + compliance + risk monitoring Eze workflows.

Related terms

• Charles River IMS — competitor buy-side OMS.