Waters Rankings 2021: Best portfolio management system provider—SS&C Eze
Product: Eze Investment Suite
“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 integrations 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 modeling 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.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Witad Awards 2024: EDM professional of the year—Neslihan Yegul, S&P Global Market Intelligence
Neslihan Yegul, vice president, head of EDM and thinkFolio at S&P Global Market Intelligence, wins EDM professional of the year in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Technology innovator of the year (end-user)—Laura Hamilton, Bank of America
Laura Hamilton, global head of corporate treasury, credit risk, climate risk, and financial forecasting technology at Bank of America, wins technology innovator of the year (end-user) in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Vendor professional of the year (data and operations)—Joanna Davies, OSTTRA
Joanna Davies, head of trade processing at OSTTRA, wins vendor professional of the year (data and operations) in the 2024 Women in Technology and Data Awards.
Sell-Side Technology Awards 2024: Best sell-side front-office platform—Bloomberg
Product: Bloomberg TOMS
Most read
- Sell-Side Technology Awards 2024: All the winners
- Deutsche Börse democratizes data with Marketplace offering
- Sell-Side Technology Awards 2024: Best sell-side front-office platform—Bloomberg