Best Buy-Side OMS: ConvergEx’s Eze OMS


Eze Castle Software, the Boston-based operating unit of BNY ConvergEx Group, has been successfully mixing it with the heavy hitters across the buy-side front-office since its founding in 1995. This is borne out by its 375-plus buy-side clients, the bulk of which are in the US, although this is beginning to change with recent traction across Europe, and perhaps more significantly, the Asia-Pacific region.

But the Eze OMS is more than just another OMS—much more. It is a modular, scalable, service-oriented architecture (SOA)-based front-office platform comprising four components: portfolio management, compliance, trading, and operations. The firm’s service-component architecture is designed to support “seamless” integration with third parties—Eze currently boasts more than 150 interfaces including links to Omgeo, Markit, MarketAxess, Tradeweb, ICE Link, FXAll, and FXConnect.

But perhaps Eze Castle’s most significant appeal from a buy-side perspective is its commitment to providing users with a single front-office platform, complete with performance, attribution and risk functionality, traditionally associated with the middle office.

1 ConvergEx’s Eze OMS (25.2%)
2 Bloomberg (22.5%)
3 Linedata Services (21.6%)

  • LinkedIn  
  • Save this article
  • Print this page  

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 [email protected] or view our subscription options here:

You are currently unable to copy this content. Please contact [email protected] to find out more.

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: