Waters Rankings 2016: Best Buy-Side OMS Provider — Eze Software Group

Speaking to Waters after his firm’s win in this category last year, Rob Keller, Eze Software Group’s executive managing director, product management and development, stressed the need for “integration” between the firm’s various platforms as part of its long-term buy-side strategy. Shortly thereafter—in October—ECS announced that it was set to acquire TKS Solutions, a Mount Kisco, NY-based provider of shareholder and partnership accounting tools, a move consistent with the firm’s ultimate ambition of being in a position to offer buy-side firms with a single, front-to-back office investment management platform. According to Keller, the ESG team has ensured interoperability between the firm’s various platforms by developing interfaces between the Eze OMS, Tradar, and its highly regarded RealTick EMS. That strategy is clearly paying off: ESG walked away with the best integrated front-office platform at last year’s Buy-Side Technology Awards in November, thanks to its Eze Software Investment Suite.

TKS Solutions’ flagship offering, Penny It Works, will further enhance the firm’s buy-side proposition, with the addition of partnership and shareholder reporting capabilities to the existing portfolio accounting and portfolio management functionality of the Eze Software Investment Suite, the latest enhancement of which includes the integration of compliance and trading functions within the Eze OMS and Eze EMS, allowing clients to use pre-trade compliance checks of the Eze OMS without leaving the execution management system environment. 

Earlier this year, ESG announced extended contracts with Carrhae Capital, a London-based long-short asset manager, and Liontrust Asset Management, a UK-based specialist investment management firm, for use of the firm’s EzeSoft Investment Suite with portfolio accounting capabilities, and the Eze OMS and Eze Portfolio Accounting platforms, respectively. 

The ESG team has ensured interoperability between the firm’s various platforms by developing interfaces between the Eze OMS, Tradar, and its highly regarded RealTick EMS. That strategy is clearly paying off: ESG walked away with the best integrated front-office platform at last year’s Buy-Side Technology Awards in November, thanks to its Eze Software Investment Suite.