Buy-Side Technology Awards 2013: Best Buy-Side OMS—Eze Software Group

Eze Software combines three main platforms: RealTick EMS, Tradar PMS and Eze OMS.

“When we put together the Eze Software Group it was about putting together the whole front-, middle- and back-office construct under one roof, finally,” says David Quinlan, co-president of Eze Software Group/Eze OMS. “The long-term vision for all of this is really to re-architect the underlying delivery architecture to more of a software-as-a-serivce (SaaS)-based orientation. This way, we can then take the business logic of all these components and deliver it to the client in a SaaS model, if they so choose. If they want to have a little more control and have some more capabilities on their premises, we can deliver it that way, but ultimately we want to have the SaaS architecture to be able to deliver these components over time.”

As has been a common theme with many of this year’s category winners, compliance has played a major part in Eze OMS’ success, as it has improved its investment rules framework and added enhanced compliance and modeling workflows. It has also expanded its mobile functionality—Eze Mobile allows portfolio managers and analysts to see parts of the OMS capabilities through a mobile device, “which is becoming much more in demand,” Quinlan says. Additionally, there has been a major push to grow its multi-asset-class capabilities. “That’s been an area of huge investment and huge time,” he says.

The results are impressive. Clients manage over $1.5 trillion on the Eze OMS platform and it has seen strong growth in Australia, Brazil, Canada and Hong Kong, and has increased its stable of traditional asset managers, with start-up funds increasingly turning to Eze Software for support.

For the Winners' Circle interview with Eze, please click here.

Eze Software Group Reaction:
“At Eze Software, we are committed to delivering cutting-edge solutions coupled with a unique partnership-driven service model to best meet the needs of our clients. Since the launch of Eze Software Group, we have focused on a unified product strategy alongside individual product roadmaps. These awards are a testament to the robust technology offered across our fully-integrated product suite as well as the advantages that our clients have found in working with us as a partner, not just a vendor. We are thrilled to receive these awards, and are proud to acknowledge the hard work, innovation, and dedication of our talented team.”—David Quinlan, co-president of the Eze OMS business, and head of strategy, Eze Software Group