Eze Software Group: Seamlessly Streamlining the Investment Lifecycle

Compliant, scalable, interconnected and automated technologies are propelling the next wave of revolution in capital markets industry. Faced with market restructuring, increasing regulation, rising costs, and the drive for greater flexibility, asset managers are looking for a comprehensive investment management solution designed to meet the needs of the buy-side and sell-side to optimize investment lifecycle management. Offering an extensive range of capabilities for managing investment operations, Boston-based Eze Software Group provides an advanced toolkit to support the key business needs of asset managers.

The flexible and configurable framework of Eze Software Investment Suite enables users to select features that not only help manage operations workflows seamlessly but also offers scalability to enhance the solution as the organization grows. The suite supports automated workflows across the investment lifecycle to empower firms to address complex capital market challenges.

“Our Investment Suite helps clients automate the investment lifecycle— starting with portfolio modeling, to order management and advanced trading and compliance, to analytics and reconciliation to help clients settle trades,” explains Pete Sinisgalli, CEO, Eze Software Group.

Featuring a set of integrated applications that offer first-class asset management functionality to streamline the investment lifecycle, Eze Software Investment Suite supports an array of workflows, offering flexibility and configurability. Catering to firms ranging from small start-up hedge funds to large traditional asset managers, Investment Suite’s applications can be combined in a seamless, front-to-back platform, used alone and in combination with other apps, or even with third party systems. The core apps include Eze OMS (Order Management System) to manage investment processes; Eze EMS (formerly RealTick Execution Management System); and Eze Portfolio Accounting (formerly Tradar Portfolio Management System).

The firm’s unified product strategy combines individual product enhancement alongside cross-product integration to extend the value of Investment Suite. Having invested more than $65 million in research and development (R&D) in 2015 alone, Eze Software is focused on enhancements of product and service for the enterprise solutions and delivering cloud-enabled solutions in 2016-2017.