Waters Rankings 2023: Best buy-side order management system (OMS) provider—SS&C Eze

Product/service: Eze OMS

Overview

Today’s investment firms need their technology to stay ahead of challenges and help them scale their business as they grow. Eze OMS is designed to help buy-side firms address challenges around scalability, interoperability, automation, volatility, and security/reliability. SS&C Eze’s front-office suite combines best-of-breed order management and execution management functions with an integrated platform offering true order and execution management system (OEMS) functionality. 

“Winning the best OMS category in the Waters Rankings is a clear indicator of what we’ve been doing to support our clients’ businesses each day. We’ve made significant investments to continue to build next-generation technologies designed to solve the problems that matter most to our clients. We will continue to roll out new features and functionality, backed by the same white-glove service model, to streamline our clients’ investment operations.”
James Griffin, executive managing director, head of global sales, SS&C Eze 

The solution

Eze OMS delivers tools and functionality to traders, portfolio managers, compliance officers and accountants. The firm’s technology leverages a modular approach that allows clients to adapt to changing markets, quickly launch new strategies, and manage their investment operations optimally. As a subsidiary of SS&C Technologies, SS&C Eze provides integrated solutions to lower total cost of ownership and add value for its clients.

Secret sauce

Many buy-side firms are leveraging outdated technology and are looking for solutions that can grow with them to support their future needs. SS&C Eze is committed to delivering technology that modernizes investment managers’ technology stacks, backed by expert, personalized support. Clients can also leverage the firm’s managed and strategic services teams to help navigate new business challenges, projects or initiatives; alleviate resource constraints; or offload critical business activities.

Recent milestones

  • Interoperability: Eze Marketplace offers users plug-and-play tools directly from SS&C and other partners without them having to leave Eze OMS.
  • Accessibility: View portfolios from anywhere through an app with light and dark mode themes.
  • Multi-asset support: Enhanced trade import, allowing users to import repo trades with different forward dates, automatically close expired repos, and view analytics data for open repos.

Future objectives

  • Multi-asset support: Continue to streamline and simplify portfolio analysis, compliance, and third-party integration across fixed income and credit derivatives
  • Accessibility: Continued expansion of mobile capabilities with built-in compliance 
  • Interoperability: Continued support of clients’ investment ecosystem expansion through APIs and plug-and-play solutions through Eze Marketplace 

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