Brazilian Asset Manager Switches to Eze OMS

rio-de-janeiro

In partnership with Dynamo, Eze Software modified its OMS to address the characteristics of Brazilian asset classes and the workflows demanded by market participants. Dynamo already uses Eze's Tradar PMS for portfolio modeling and accounting support.

"Dynamo was looking for a technology solution that would support varying asset class nuances and the region's unique workflows, while also offering them a long-term solution for centralizing and streamlining operational processes," says A.J. DeRosa, managing director and co-head of global sales for Eze Software Group. "The Eze OMS provides Dynamo with extensive workflows for portfolio modeling, allocation management, and electronic trading as well as configurable pre-and post-trade compliance alerts and reports that can be customized from thousands of analytics and system fields to help manage investor requirements."

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