Asia Awards 2023: Best order management system (OMS) provider—SS&C Eze

Overview

Today, asset managers have to do more with less. Volatile markets, low yield rates, rising costs, investor demand for sustainability and transparency, and downward pressure on revenues are challenging the industry and impacting business strategy. Siloed systems that lack interoperability with third parties and downstream platforms result in fewer efficiencies and less time spent on alpha-generating activities.

The solution

Eze OMS is a global, multi-strategy order management system (OMS) designed to streamline the investment cycle for all asset classes from idea generation through settlement. Eze OMS provides functionality to support portfolio modeling and analytics, compliance, trading, operations, and data management, and offers workflows specific to each asset class. Today, more than 600 buy-side firms use Eze OMS to manage their investment processes.

Secret sauce

• Automated, lifecycle compliance monitoring with hundreds of industry-standard, out-of-the-box compliance rules and rule templates 
• Asset-allocation tools and functionality, allowing users to create custom allocation schemes to automate workflows 
• Integrated OEMS solution combines trading with compliance, position-checking, and allocation automation 
• Multi-asset portfolio rebalancing, modeling, and what-if analysis 
• Centralized access to over 500 trading and execution venues across virtually all asset classes

Recent milestones

• Eze Marketplace for OMS: Allows users to find and integrate risk management, market intelligence, and data visualization tools directly from SS&C and other partners without having to leave Eze OMS
• Repos: Enhanced trade import, allowing users to import repo trades with different forward dates, automatically close expired repos, and view analytics data for open repos
• Digital assets: OEMS integration offering pre-trade compliance and auto-trade sync

Future objectives

• Focused on rolling out an updated, modernized Eze app for Eze Investment Suite users
• Continue multi-asset expansion around asset classes like fixed income and digital assets
• Invest in the modernization and scalability of solutions to handle any/all firm types/sizes

Why they won

SS&C Technologies wins its first of two categories in this year’s Asia Awards on the back of its Eze OMS order management system that has over the years built up a large following of some 600 firms across the global buy-side industry. Key to the firm’s win is its ecosystem of ancillary technologies and services designed to be seamlessly accessible from within Eze OMS, in addition to the platform’s recent enhancements around advanced repo and digital assets support.