Waters Rankings 2024: Best buy-side order management system (OMS) provider—SS&C Technologies

Overview

Today’s investment management firms require technology that enables them to scale and grow their business. Eze OMS is designed for scalability, interoperability, automation, volatility, and security/reliability. SS&C Eze’s front-office suite combines best-of-breed order management and execution management functions with an integrated platform offering order and execution management system (OEMS) functionality. 

The solution  

Eze OMS delivers trading tools to traders, portfolio managers, and compliance officers. Leveraging a modular approach, clients can adapt to changing markets, launch new strategies, and optimally manage their investment operations. SS&C Eze provides integrated solutions to lower users’ total cost of ownership and add value to the business.

Secret sauce  

Large numbers of buy-side firms are using legacy/outdated technology and are therefore looking for solutions that can grow with them to support their future business, technology and operational needs. SS&C Eze delivers products designed to modernize investment managers’ technology stacks, backed by teams of subject matter expert and personalized support. Clients can also use the firm’s managed service teams to help capitalize on new business opportunities, alleviate resource constraints, or offload critical business activities/functions.

Recent milestones

• Investment ecosystem: Expanded capabilities for separately managed account managers and added Eze OMS to power the trading needs of the SS&C Genesis Platform
• UI facelift: Eze OMS recently received an overhaul and facelift, improving visual ergonomics with light, dark, and traditional modes
• Mobile: Users can now access portfolios from anywhere with the new Eze app for iPhone and Android
• Zero-lift upgrades: A new upgrade tool, Octopus, for managed application clients that automatically pushes upgrades every six weeks

Future objectives

Over the next 12 months, SS&C Technologies will continue to focus on its collaboration with its clients and internal teams across product groups within its wealth and investment technologies. It is investing in innovation around modernization and scalability, mobility and accessibility, interoperability across its various solutions, and operational workflows.