Waters Rankings 2021: Best portfolio management system provider—SS&C Eze

Product: Eze Investment Suite

Ennio J. Carboni, SS&C Eze
Ennio J. Carboni, SS&C Eze

“We’re extremely excited to once again be recognized by the asset management industry in this year’s Waters Rankings. Over the last 12 months, we’ve continued to build upon and enhance the tight-knit integration across Eze Investment Suite, which has yielded great dividends to bolster the full front-to-back process for our clients. For users leveraging our portfolio management tools throughout Eze Investment Suite, being able to work off the same investment dataset is critical.  This award is testament to the work we’ve done in a year unlike any other to continue to provide our clients with industry-leading solutions designed to maximize operational efficiencies and minimize total cost of ownership.”
Ennio J. Carboni, SS&C Eze

WHY THEY WON

In the summer of 2018, SS&C acquired Eze Software, adding to its arsenal of order, execution, and portfolio management solutions. Since then, the vendor has diligently worked to integrate Eze to expand the vendor’s product line, and voters appear to be happy with those moves.

WHAT’S NEW

Over the last year the company has added intra-day valuation capabilities for ETFs, money market mutual funds, and unit trusts. 

It also introduced new cash projection functionality to view all future cash movements in a consolidated UI, and the ability to drill down to individual cash flows. 

SS&C Eze unveiled a new mobile app, Eze for iPhone and Android, powered by Eze Eclipse. This next-gen mobile app enables portfolio managers and traders to manage their portfolios, keep tabs on their performance, and execute trades from anywhere they go. 

Portfolio managers can also now take advantage of enhanced look-through capabilities and split composite securities into constituents when modelling their portfolios.  

And the company rolled out Auto Trade Sync so that clients can see their trades automatically synchronize on their platforms in real time and at any point in the trade lifecycle. 

WHAT’S TO COME 

For the future, SS&C Eze will focus on enhancing its integrations to ensure that users are working off the same investment datasets, ensuring data integrity without requiring users to take any manual actions.

It will also continue to enhance and expand its multi-asset class capabilities to ensure that clients have the tools they need to onboard new asset classes and implement those strategies. 

The company will also look to enhance and expand on the Eze Eclipse offering by leveraging the experience of the Eze Investment Suite.

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