Eze OMS
from SS&C Technologies
Advanced order management system with modeling, compliance, trading, and operations tools. Features include portfolio rebalancing, pre- and post-trade compliance, order routing to brokers and trading destinations, commission management, and multi-asset class support.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
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1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive SLA agreements referenced in support and contracting documentation.
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2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Change management and workflow support described for regulatory/business changes.
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3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
Client forums and community access indicated as available in product information.
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4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
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5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
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6. User Training Programs
Formal training offerings and user education.
Formal user training and education are included in support agreements.
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7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Implementation and onboarding assistance described in client documentation.
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8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product help and knowledge base are referenced in client onboarding material.
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9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account managers are provided for enterprise clients, per sales/implementation docs.
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10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 support is available according to SS&C/Eze OMS support documentation.
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Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
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Performance & Reliability
(5 Yes /5 Known /10 Possible features)
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Workflow & Automation
(9 Yes /9 Known /10 Possible features)
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Data Management & Quality
(9 Yes /9 Known /10 Possible features)
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Security & Access
(6 Yes /6 Known /10 Possible features)
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Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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User Experience & Workflow
(7 Yes /7 Known /10 Possible features)
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Compliance & Risk Controls
(6 Yes /6 Known /10 Possible features)
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Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Core Order Management
(10 Yes /10 Known /13 Possible features)
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Publicly available data.
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