Eze Eclipse (SS&C Eze)

Category: Family Office Software

Website: https://www.ssctech.com

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.

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.

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.