Waters Rankings 2021: Best portfolio management system provider—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.