SS&C Eze Compliance

Investment compliance monitoring and order management

Product Overview

SS&C Eze Compliance is a comprehensive investment management platform that offers a suite of solutions designed to streamline front-to-back office operations for asset managers. The platform includes Eze Investment Suite (EIS), Eze Eclipse, and Eze Order Management System (OEMS), catering to various asset classes and trading strategies. Eze Compliance seamlessly integrates pre-, intra-, and post-trade compliance checks and monitoring into the trading process, ensuring firms manage their trade and portfolio compliance effectively. Additionally, Eze Eclipse, a cloud-native front-to-back investment management system, has been adopted by over 250 clients, reflecting its effectiveness in optimizing operational efficiency and reducing costs. The platform supports multi-asset class trading, including equities, fixed income, derivatives, and digital assets, and offers advanced trading capabilities such as real-time trading, compliance checks, and risk management. Eze Compliance also provides mobile access, allowing traders to manage operations on-the-go through mobile applications.

Features

  • Multi-asset class support: equities, fixed income, derivatives, and digital assets
  • Advanced trading capabilities: real-time trading, compliance checks, and risk management
  • Cloud-native architecture: scalability, flexibility, and enhanced security
  • Integration with third-party services: seamless connectivity with execution venues, custodians, and data providers
  • Mobile access: manage operations on-the-go through mobile applications

Funding History

Undisclosed

$1.5B

July 2018

TPG Capital

Company Details

Headquarters
🇺🇸 Windsor, United States
Founded
1995
Type
Legal Tech Vendor
Total Funding
$1.5B
Funding Stage
Acquired
Investors
TPG Capital
Pricing
Custom
Deployment
Cloud