Eze Software Group: Seamlessly Streamlining the Investment Lifecycle

Jeffrey Shoreman, President
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.

Our Investment Suite helps clients automate the investment lifecycle

“We believe our solution reduces total cost of ownership, and produces a high return on investment, primarily by automating and integrating functions across the investment lifecycle. These benefits will be even more apparent in the cloud,” Sinisgalli adds.

Pete Sinisgalli, CEO
Serving over 2000 customers across the world, Eze Software invests over 45 percent in R&D and 40 percent in customer support. Reaping the benefits of a successful year, 2015, the firm would continue to deliver the vision of being a top provider of global technology-enabled solutions for the entire financial lifecycle.

“In the upcoming months, we will continue to invest heavily in our next-generation cloud solutions, and innovate on the services side for an exceptional customer experience. We are also investing in integrating our suite of applications to ensure that it continues to be flexible, robust, and efficient for users,” explains Jeffrey Shoreman, President, Eze Software Group. With a passion to succeed by helping customers achieve their goals, the company is also keen on focusing on geographical expansion. “With innovative, new technology solutions complemented with expanding features and functionalities in the market, we look forward to make meaningful investments to delight our customers in the capital market space,” Sinisgalli concludes.

Eze Software Group

Boston, MA

Jeffrey Shoreman, President and Pete Sinisgalli, CEO

Provider of global investment technology to support the front, middle, and back office

Eze Software Group