Eze Eclipse (SS&C Eze)
SS&C Eze, a subsidiary of SS&C Technologies, is a leading provider of cloud-based financial services technology solutions, renowned for its comprehensive suite designed to support the operational needs of investment management firms, including family offices. With a focus on delivering robust, scalable, and flexible software, SS&C Eze caters to a diverse range of clients, from single-family offices to multi-family offices, wealth managers, and private banks. The platform's core strength lies in its ability to enhance operational efficiency, improve data accuracy, and support compliance adherence.
The solutions offered by SS&C Eze are tailored to meet the unique requirements of the wealth management and family office sectors. Their technology stack encompasses portfolio management, trade order management, compliance, and reporting tools, all integrated into a seamless platform. This integration ensures that family offices can manage their investment operations with ease, while also gaining insights through advanced analytics and data management capabilities.
Key features of SS&C Eze's offerings include a comprehensive trade order management system, real-time portfolio and risk management tools, and robust compliance modules. These features are designed to provide transparency and control over investment processes, allowing family offices to focus on strategic decision-making rather than operational complexities. SS&C Eze's platform also supports ESG reporting, intelligent automation, and data analytics, enabling clients to stay ahead of industry trends and regulatory requirements.
SS&C Eze has established a strong network of partnerships within the financial services ecosystem, enhancing its platform's functionality and reach. The platform's technical capabilities are underscored by its cloud-based infrastructure, which ensures scalability and flexibility, allowing clients to adapt to changing market conditions with ease. Additionally, SS&C Eze supports a wide array of integration options, ensuring seamless connectivity with third-party services and data providers.
The platform boasts robust integration capabilities, allowing it to connect with various industry-standard tools and services. This includes integrations with major financial data providers like Bloomberg and FactSet, as well as operational integrations with custodians and banks. SS&C Eze's open architecture and API availability facilitate easy integration, ensuring that family offices can extend the platform's functionality to meet their specific needs.
Key Features
SS&C Eze offers a comprehensive cloud-based platform designed to streamline the operations of family offices and wealth managers. The platform's core capabilities focus on enhancing efficiency, ensuring compliance, and providing actionable insights through advanced data analytics.
- Trade Order Management System
- Real-time Portfolio Management
- Risk Management Tools
- Compliance Monitoring and Reporting
- ESG Reporting
- Intelligent Automation
- Data Analytics and Reporting
- CRM Integration
- Customizable Dashboards
- Automated Workflow Processes
- Multi-Asset Class Support
- Performance Attribution
- Document Management
- Integration with Third-Party Data Providers
- API Availability for Custom Integrations
Use Cases
SS&C Eze's platform supports a variety of implementation scenarios tailored for family offices, wealth managers, and private banks. By enhancing operational workflows and improving data accuracy, the platform enables clients to focus on strategic decision-making and investment strategies.
- Automate portfolio reporting for quarterly family meetings
- Streamline trade order management across multiple asset classes
- Enhance compliance monitoring with real-time alerts
- Integrate ESG reporting into investment decision-making
- Customize dashboards for individual family office needs
- Implement intelligent automation for routine tasks
- Improve client relationship management through integrated CRM
- Facilitate seamless data exchange with custodians and banks
- Generate performance reports for diverse investment portfolios
- Manage risk exposure with real-time analytics
Integrations
SS&C Eze provides extensive integration capabilities, allowing seamless connectivity with a range of industry-standard tools and services. The platform supports API connectivity and maintains partnerships with key financial data providers.
- Bloomberg
- FactSet
- Multiple Custodians
- Major Banks
- Third-Party CRM Systems
- Data Aggregators
- Regulatory Compliance Tools
- Risk Management Platforms
- Performance Measurement Systems
- Document Management Solutions
Related Family Office Software
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide