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.

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Product analysis by function

Order Management Systems (OMS) for Portfolio Management

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.
More Order Management Systems (OMS) More Portfolio Management ...

Core Order Management
(10 Yes /10 Known /13 Possible features)

Integration & Connectivity
(9 Yes /9 Known /10 Possible features)

Compliance & Risk Controls
(6 Yes /6 Known /10 Possible features)

User Experience & Workflow
(7 Yes /7 Known /10 Possible features)

Reporting & Analytics
(8 Yes /8 Known /10 Possible features)

Security & Access
(6 Yes /6 Known /10 Possible features)

Data Management & Quality
(9 Yes /9 Known /10 Possible features)

Workflow & Automation
(9 Yes /9 Known /10 Possible features)

Performance & Reliability
(5 Yes /5 Known /10 Possible features)

Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)

Client Service & Support
(8 Yes /8 Known /10 Possible features)

Order Management Systems (OMS) for Investment Management

Software that automates and streamlines the investment order lifecycle, from creation to execution and settlement. These systems ensure compliance with investment mandates, handle large volume trades across multiple asset classes, and integrate with execution platforms.
More Order Management Systems (OMS) More Investment Management ...

Order Entry and Execution
(0 Yes /0 Known /12 Possible features)

Compliance and Risk Controls
(0 Yes /0 Known /12 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /12 Possible features)

Integration and Connectivity
(0 Yes /0 Known /12 Possible features)

Allocation and Settlement
(0 Yes /0 Known /12 Possible features)

Pension Fund Specific Features
(0 Yes /0 Known /12 Possible features)

Reporting and Analytics
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)

User Experience and Interface
(0 Yes /0 Known /12 Possible features)

Service and Support
(0 Yes /0 Known /12 Possible features)

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Multi-Asset Support Ability to handle various asset classes such as equities, fixed income, derivatives, currencies, etc.		Marketing materials highlight support for multiple asset classes (equities, fixed income, derivatives, etc.).
Order Entry Manual or automated entry of trade instructions for buy, sell, and other operations.		Order entry is a fundamental capability of any OMS. Eze OMS documentation explicitly describes this.
Order Validation Pre-trade checks ensuring orders comply with market and regulatory rules.		Pre- and post-trade compliance checks are detailed as part of the product features.
Order Routing Capability to direct orders to appropriate venues, brokers, or execution algorithms.		Order routing to brokers and trading destinations is explicitly mentioned in product notes and documentation.
Order Matching Ability to auto-match portfolio manager orders with available liquidity.		No information available
Bulk Order Processing Ease of handling and executing large volumes of orders in batch.		Large-scale order processing and automation are standard in advanced OMS like Eze; supported by product claims.
Order Amending & Cancelling Support for modifying or cancelling open or partially filled orders.		Order modifying and cancelling is essential for institutional OMS and supported by Eze OMS documentation.
Trade Allocation Functionality for splitting trades across multiple accounts or portfolios.		Trade allocation across multiple accounts/portfolios is specified in Eze product features.
Order Lifecycle Tracking Comprehensive tracking of orders from creation to completion.		Full lifecycle tracking is referenced in product overviews as a core OMS function.
Order Audit Trail Detailed log of all actions taken on orders for compliance and tracing.		Audit trail for all order actions and compliance is mentioned as a typical feature.
Order Processing Speed Average time taken to process, validate, and route orders.		No information available
Max Order Capacity Maximum number of orders the system can process concurrently.		No information available
Support for Basket Orders Ability to handle multiple orders as a single grouped basket transaction.		Institutional OMS, including Eze, generally support basket orders.

FIX Protocol Support Ability to communicate with external parties using the Financial Information eXchange (FIX) protocol.		FIX protocol support is a common integration must-have; Eze OMS explicitly advertises it.
API Access Well-documented APIs for integrating with third-party platforms and data providers.		API integration is referenced in Eze OMS technical documentation.
Market Data Integration Ability to receive and process live prices and instrument data.		Market data integration is a necessity for pre-trade and post-trade compliance, and is advertised as available.
Position Data Import/Export Importing/exporting positions to/from accounting, risk, or other systems.		Position data import/export is part of integration capabilities, commonly referenced for Eze OMS.
Settlement System Connectivity Integration with post-trade and settlement providers.		Settlement system connectivity is standard in institutional OMS and Eze OMS integration capabilities.
Portfolio Management System (PMS) Integration Seamless exchange of data with portfolio accounting and risk systems.		PMS integration is explicitly stated as supported by Eze OMS.
Number of Supported Venues/Brokers Count of external venues or brokers to which the OMS can connect.		No information available
OMS to EMS Integration Ability to integrate with Execution Management Systems for advanced trading functionality.		OMS-to-EMS integration is mentioned in Eze documentation.
Real-time Data Feeds Capability to consume and process real-time feeds (prices, news, etc.).		Real-time data feeds for prices and news are a functional requirement and documented.
File-Based Interface Support Supports batch file uploads and downloads (CSV, XML, etc.) to exchange data.		Batch file support (CSV/XML) for data integration is referenced for Eze OMS.

Pre-Trade Compliance Checks Automated validation of orders against rules such as client mandates, position limits, or regulatory requirements.		Pre-trade compliance check is a highlighted feature in marketing material.
Post-Trade Compliance Monitoring Ability to monitor executed trades for regulatory and internal policy breaches.		Post-trade compliance is explicitly mentioned.
Real-Time Risk Monitoring Ongoing updates and alerts about exposures or limit breaches as orders are entered.		Real-time risk monitoring is referenced under compliance and risk controls in official product notes.
Custom Rule Engine Configurable logic for enforcing custom compliance and risk rules.		Custom rule engine for compliance and risk management is part of the feature set.
Restricted List Management Maintain and enforce trading restrictions on selected securities or issuers.		No information available
Trade Approval Workflows Multi-level authorization for orders based on size, asset class, or other criteria.		Trade approval workflows are supported by flexible compliance and workflow features.
Trade Error/Exception Handling Detection and flagging of potential rule breaches and workflow exceptions.		No information available
Audit and Logging Detailed activity logs and audit trails for compliance inspection.		Audit and logging are compliance features and referenced as supported by Eze OMS.
Number of Compliance Rules Supported Total unique compliance rules the system can enforce concurrently.		No information available
Compliance Rule Execution Speed Average time to process compliance checks per order.		No information available

Intuitive User Interface (UI) Modern, clear, and easily navigable front-end for users.		Modern and intuitive user interface is highlighted as a benefit in marketing materials.
Customizable Dashboards Ability for users to personalize their view and widgets.		Customizable dashboards are referenced, allowing user personalization.
Role-Based Access Control User permissions and interface tailored to user roles (trader, portfolio manager, compliance, etc.).		Role-based access is cited in product security and workflow features.
Workflow Automation Tools to automate repetitive processes or order flows.		Workflow automation is mentioned as part of efficiency improvements within the OMS.
Alerts & Notifications Real-time notifications via on-screen, email, or SMS.		Alerts and notifications are cited as included in Eze OMS for compliance and ops.
Mobile Access Availability of mobile or web-based applications for remote access.		Mobile/web-based access is offered according to product datasheets.
Bulk Editing Ability to modify multiple items in a single operation.		Bulk editing of orders and data is typical for large OMS platforms and referenced as supported.
User Training Modules In-system guided learning and help resources.		No information available
Maximum UI Customization Options Number of user-configurable interface elements.		No information available
Concurrent Users Supported Number of users that can interact with the system simultaneously.		No information available

Custom Report Builder Users can create ad hoc or custom reports using available data.		Custom/ad-hoc report builder is advertised by Eze OMS reporting suite.
Pre-Built Standard Reports Access to common industry and regulatory reports (trade blotter, regulatory filings, etc.).		Pre-built regulatory and industry standard reports are shown as available.
Scheduled Reporting Automatic generation and delivery of regular reports.		Scheduled/automated reporting is part of standard Eze OMS reporting.
Export Formats Variety of export options such as PDF, Excel, CSV.		Exports to PDF, Excel, and CSV are available in Eze OMS reports.
Performance Analytics Tools for measuring trade performance and attribution.		Performance analytics for portfolio and order management is featured.
Compliance Reporting Dedicated reporting for regulatory and policy adherence.		Compliance reporting is a necessary function and highlighted in documentation.
Real-time Analytics On-demand analysis and visualization of trading data.		Real-time analytics and dashboards referenced as product differentiators.
Data Visualization Tools Support for charts, graphs, and visual reporting.		Data visualization tools (charts, graphs) are referenced in user documentation.
Number of Report Types Distinct predefined or customizable report types.		No information available
Historical Data Retention Period Amount of time trading data is stored and available for reporting.		No information available

Multi-Factor Authentication User access requires multiple verification methods.		Multi-factor authentication is available as a security option according to Eze OMS security whitepaper.
Single Sign-On (SSO) Federated login using the institution's identity provider.		Single-sign-on capability is part of the supported authentication mechanisms.
Data Encryption (in transit & at rest) Protection of sensitive data during transmission and storage.		Encryption (at rest and in transit) is an industry standard and Eze OMS states this is included.
Granular User Permissions Highly specific access control for various system functionalities.		Granular permissions (for traders, PMs, compliance, etc.) are referenced in security documentation.
Regular Security Audits Ongoing third-party or internal security assessment processes.		No information available
Intrusion Detection Systems or logs for monitoring unauthorized access attempts.		No information available
Audit Logging Comprehensive logging of system actions for traceability.		Audit logging for user and system activity is a compliance feature and described as available.
User Activity Monitoring Tools for real-time monitoring of user behavior and anomalies.		No information available
Session Timeout Automatic logout after a configurable period of inactivity.		Session timeouts after inactivity are a standard security feature.
Number of Authentication Methods Supported Count of distinct supported authentication mechanisms (e.g., password, biometric, token).		No information available

Reference Data Integration Ability to pull in security, issuer, and instrument static data.		Reference data integration (security, issuer, instrument) is a highlighted system capability.
Real-time Data Validation On-the-fly checks to ensure completeness and accuracy of incoming data.		Real-time data validation is mentioned in Eze OMS for accurate trading decisions.
Data Reconciliation Tools Automated matching of trade and position data across sources.		Automated reconciliation tools are referenced for operational efficiency.
Bulk Data Operations Efficient import, update, and export of large data sets.		Bulk data handling features are showcased for operations staff.
Data Lineage Tracking Visibility into data origins and transformation history.		Data lineage tracking is included as part of audit and compliance.
Error Handling and Notifications Automated detection and alerting of data issues.		Error handling and notifications are described as standard for OMS operational workflows.
Stale Data Alerting Alerts when reference or market data is out-of-date.		Stale data alerting is described in product risk management and operational control sections.
Duplicates Detection Identifying and managing duplicate trade or position entries.		Duplicate detection for trade or position entries is a typical OMS feature and referenced by Eze.
Archiving Policies Configurable controls over data storage and archiving.		Configurable data archiving policies are supported for compliance and regulatory requirements.
Maximum Data Retention Period Length of time that data is stored and available within the system.		No information available

Straight Through Processing (STP) Automates trade workflows from entry to settlement with minimal human intervention.		Straight through processing (STP) is referenced as a selling point and part of workflow automation.
Robust Workflow Engine Customizable workflow rules for different business processes.		Customizable workflow rules and engines are mentioned for institutional workflows.
Exception Management Systematic handling of trade breaks, errors, and manual interventions.		Exception management is listed as a feature in Eze workflows documentation.
Automated Trade Allocation System-driven assignment of trades to accounts or portfolios.		Automated allocation of trades is referenced as a standard feature.
Task Assignment & Tracking Assign and monitor status of workflow tasks and approvals.		Task assignment and tracking is cited as available for workflow and compliance processes.
Work Queue Management Prioritize and delegate tasks within the order workflow.		Work queue management is referenced as part of workflow efficiency tools.
Business Rule Automation Ability to define custom business logic for automation.		Automation of business rules is called out as part of Eze OMS's customization capabilities.
Approval Workflow Customization Customizable multi-level sign-offs for various order types and scenarios.		Approval workflow customization is described to support multi-level sign-offs.
Automated Reconciliation Auto-matching of trades and settlement data without manual effort.		Automated reconciliation is highlighted for post-trade operations.
Max Rule/Workflow Complexity Supported Maximum supported layers/steps in automated workflows.		No information available

High Availability Architecture Redundant design for system uptime even during outages.		High-availability architecture with redundant systems is mentioned in reliability documentation.
Disaster Recovery Provision for rapid recovery after catastrophic events.		Disaster recovery plans and options are cited in product Continuity of Operations plans.
System Uptime Guarantee Guaranteed minimum level of system availability.		No information available
Latency Average end-to-end response time for core operations.		No information available
Throughput Maximum number of orders or trades processed per unit time.		No information available
Concurrent User Support Number of simultaneous active users without performance degradation.		No information available
Real-time Monitoring Tools Active tools for live system performance tracking.		Monitoring tools for live system performance are included for IT/ops staff.
Load Balancing Distribution of processes to optimize capacity and prevent bottlenecks.		Load balancing is included to optimize capacity and performance.
Scheduled Maintenance Windows Defined periods for system upgrades and maintenance.		Scheduled system maintenance is standard and referenced in support policies.
Time to Recovery (RTO) Maximum allowable downtime after an incident.		No information available

Horizontal Scalability Add resources easily as demand grows, e.g., more servers.		Horizontal scalability is described via options to add resources as firms grow.
Vertical Scalability Scale up by increasing system resources, e.g., CPU, memory.		Vertical scalability (scale up server resources) is referenced as supported.
Custom Workflow Scripting Adapt workflows using custom scripts or logic.		Custom workflow scripting is mentioned as available via scripting/API customization.
Modular System Design System can be extended or modified by adding modules/plugins.		Modular architecture is cited in platform documentation for extension/plugins.
Number of Configurable Parameters Distinct elements that can be user-configured to fit requirements.		No information available
Cloud Deployment Option Supports deployment on public/private cloud infrastructures.		Cloud deployment options are available per SS&C Eze documentation.
On-Premise Deployment Option Available as an installable solution on client infrastructure.		On-premises deployment is referenced for enterprise clients with custom needs.
Multi-Entity Support Handle multiple legal entities or fund structures within one system.		Multi-entity support (across fund/firm structures) is described in solution brief.
Concurrent Portfolio Capacity Maximum number of portfolios that can be managed simultaneously.		No information available
Client-specific Customization Degree to which unique workflow or integration needs can be accommodated.		Client-specific workflow and integration customizations are available per implementation descriptions.

24/7 Support Availability Round-the-clock technical assistance for clients.		24/7 support is available according to SS&C/Eze OMS support documentation.
Dedicated Account Manager Assigned service manager for ongoing client relationship.		Dedicated account managers are provided for enterprise clients, per sales/implementation docs.
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.
Implementation Assistance Onboarding and system setup assistance from the vendor.		Implementation and onboarding assistance described in client documentation.
User Training Programs Formal training offerings and user education.		Formal user training and education are included in support agreements.
Issue Response Time (SLA) Average time to initial response for support tickets, as guaranteed by SLA.		No information available
Yearly System Updates Frequency of major product upgrades and enhancements.		No information available
Client Community/Forum Access Ability to interact with other clients and share feedback.		Client forums and community access indicated as available in product information.
Change Management Support Assistance with adapting workflows and features to regulatory or business changes.		Change management and workflow support described for regulatory/business changes.
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.

Multi-asset class support Ability to handle various asset classes including equities, fixed income, derivatives, alternatives, etc.		No information available
Block order creation Ability to create block orders across multiple portfolios with similar investment objectives		No information available
Order staging Capability to stage orders before sending them to market		No information available
Manual order entry Support for manual order entry with customizable order templates		No information available
Algorithm-based execution Access to broker and proprietary trading algorithms		No information available
Order splitting functionality Ability to split orders across multiple brokers or execution venues		No information available
Market order types Support for various order types (market, limit, stop, etc.)		No information available
Order amendment capability Ability to modify orders before execution		No information available
Order cancellation tracking Capability to track and audit order cancellations		No information available
DMA (Direct Market Access) Direct connectivity to execution venues without intermediary routing		No information available
Order entry speed Time required to process and route an order		No information available
Maximum order throughput Maximum number of orders the system can process simultaneously		No information available

Pre-trade compliance checking Ability to validate orders against investment rules before execution		No information available
Post-trade compliance monitoring Continuous monitoring of portfolios for compliance violations after trades		No information available
Regulatory reporting integration Built-in support for regulatory reporting requirements (MiFID II, Form PF, etc.)		No information available
Investment policy enforcement Ability to implement and enforce client-specific investment policies		No information available
ESG screening Support for Environmental, Social, and Governance screening in the investment process		No information available
Trade risk limits Ability to set and enforce trade-level risk limits		No information available
Exposure monitoring Real-time tracking of portfolio exposures across various dimensions		No information available
Restricted security lists Management of restricted securities and issuers		No information available
Compliance rule customization Ability to create custom compliance rules without vendor intervention		No information available
Audit trail Comprehensive logging of all system activities for audit purposes		No information available
Compliance checking speed Time required to perform complete compliance check on an order		No information available
Number of concurrent compliance rules Maximum number of compliance rules that can be active simultaneously		No information available

Portfolio modeling integration Seamless integration with portfolio modeling tools		No information available
What-if analysis Ability to model potential trades and their impact before execution		No information available
Cash management functionality Tools for monitoring and managing cash positions across portfolios		No information available
Rebalancing tools Automated portfolio rebalancing capabilities		No information available
Target position management Ability to set and track target portfolio positions		No information available
Asset allocation monitoring Real-time tracking of asset allocation relative to targets		No information available
Performance attribution integration Connection with performance measurement and attribution systems		No information available
Portfolio analytics Built-in portfolio analytics and risk metrics		No information available
Multi-portfolio management Ability to manage and trade across multiple portfolios simultaneously		No information available
Look-through capability Ability to analyze underlying holdings in funds-of-funds structures		No information available
Maximum number of portfolios Maximum number of portfolios the system can effectively manage		No information available
Rebalancing calculation speed Time required to complete rebalancing calculations across portfolios		No information available

FIX protocol support Support for Financial Information eXchange protocol for trading communication		No information available
API availability Comprehensive APIs for integration with other systems		No information available
Broker connectivity Pre-built connections to major brokers and trading venues		No information available
EMS integration Integration with Execution Management Systems		No information available
Accounting system integration Seamless connection with back-office accounting systems		No information available
Data warehouse integration Ability to feed data into enterprise data warehouses		No information available
Market data integration Connections to market data providers for real-time pricing		No information available
Custodian connectivity Direct links to custodian banks for position and cash reconciliation		No information available
SWIFT messaging capability Support for SWIFT messaging standards		No information available
CRM integration Connectivity with Customer Relationship Management systems		No information available
Number of supported brokers/venues Number of brokers and trading venues directly supported		No information available
API response time Average response time for API calls		No information available

Automated trade allocation Automatic allocation of executed trades to underlying portfolios		No information available
Customizable allocation algorithms Ability to define custom logic for trade allocations		No information available
Average pricing capability Support for average pricing across multiple executions		No information available
Trade confirmation workflow Automated process for confirming trades with counterparties		No information available
Settlement instruction management Central repository for settlement instructions		No information available
Failed trade management Tools for identifying and resolving failed trades		No information available
Matching system integration Connection to trade matching utilities (e.g., DTCC CTM)		No information available
Commission tracking Tracking of commissions and other transaction costs		No information available
Multi-currency settlement Support for settling trades in different currencies		No information available
SSI database Management of Standard Settlement Instructions		No information available
Allocation processing time Time required to complete allocation process for block trades		No information available
Settlement accuracy rate Percentage of trades that settle without manual intervention		No information available

Liability-driven investment (LDI) support Tools for implementing and managing LDI strategies		No information available
Asset-liability matching Functionality for matching assets to pension liabilities		No information available
Multi-manager oversight Ability to monitor and aggregate positions across external managers		No information available
Transition management tools Features to support efficient manager transitions		No information available
Funding ratio tracking Monitoring of pension funding ratios over time		No information available
Cash flow forecasting Tools for projecting future pension cash flows		No information available
Currency hedging programs Support for implementing and monitoring currency hedging		No information available
Inflation risk management Tools for managing exposure to inflation risk		No information available
Longevity risk tracking Ability to monitor and manage longevity risk exposure		No information available
Regulatory compliance for pensions Built-in compliance with pension-specific regulations		No information available
Beneficiary payment scheduling Management of scheduled benefit payments		No information available
Funding forecast horizon Maximum time horizon for funding forecasts		No information available

Real-time portfolio dashboards Customizable dashboards showing portfolio status in real-time		No information available
Transaction cost analysis (TCA) Tools for analyzing execution quality and trading costs		No information available
Custom report builder Self-service tools for creating custom reports		No information available
Scheduled reporting Ability to schedule automated report generation and distribution		No information available
Regulatory reporting templates Pre-built templates for common regulatory reports		No information available
Historical performance reporting Access to historical performance data and trends		No information available
Data visualization tools Interactive charts and graphs for visualizing portfolio data		No information available
Benchmark comparison reporting Ability to compare performance against benchmarks		No information available
Risk analytics reporting Comprehensive reporting on portfolio risk metrics		No information available
Export capabilities Support for exporting reports to various formats (PDF, Excel, etc.)		No information available
Data retention period Length of time historical data is retained and available for reporting		No information available
Report generation time Average time to generate complex reports		No information available

Cloud-based deployment option Availability of cloud hosting option		No information available
On-premises deployment option Ability to deploy the system on-premises		No information available
Disaster recovery capabilities Comprehensive disaster recovery protocols and infrastructure		No information available
High availability architecture System design ensuring minimal downtime		No information available
Multi-factor authentication Advanced authentication methods for system security		No information available
Role-based access control Granular user permissions based on roles		No information available
Data encryption Encryption of data both at rest and in transit		No information available
Automated backup procedures Regular automated system backups		No information available
Performance monitoring tools Tools to monitor system performance metrics		No information available
Mobile device compatibility Access to system functionality via mobile devices		No information available
System uptime Guaranteed system availability		No information available
Recovery time objective (RTO) Target time for system recovery after failure		No information available

Customizable user interface Ability for users to customize their view and workspace		No information available
Multi-screen support Support for spreading the application across multiple monitors		No information available
Blotter customization Ability to customize trading blotters and order views		No information available
Keyboard shortcuts Configurable keyboard shortcuts for frequent actions		No information available
Real-time alerts Customizable alerts for critical events		No information available
Dark mode option Dark color scheme for reduced eye strain		No information available
Saved views/templates Ability to save and recall workspace configurations		No information available
Drag-and-drop functionality Intuitive drag-and-drop for order placement and management		No information available
Context-sensitive help Built-in help documentation relevant to current task		No information available
User activity tracking Monitoring of user actions for productivity analysis		No information available
Screen refresh rate Frequency of real-time data updates on screen		No information available
Maximum concurrent users Maximum number of simultaneous users supported		No information available

24/7 technical support Around-the-clock technical support availability		No information available
Dedicated account manager Assignment of a dedicated relationship manager		No information available
User training program Comprehensive training for system users		No information available
Online knowledge base Self-service repository of documentation and solutions		No information available
User community/forum Platform for users to share insights and solutions		No information available
Regular system updates Scheduled release of new features and improvements		No information available
Implementation support Professional services for system implementation		No information available
Custom development services Availability of custom development services for specific needs		No information available
SLA guarantees Service Level Agreement with performance guarantees		No information available
Change management assistance Support for organizational change management during implementation		No information available
Support response time Guaranteed response time for support requests		No information available
Frequency of system updates Number of system updates and enhancements per year		No information available

Eze OMS from SS&C Technologies

Product analysis by function

Order Management Systems (OMS) for Portfolio Management

Core Order Management (10 Yes /10 Known /13 Possible features)

Integration & Connectivity (9 Yes /9 Known /10 Possible features)

Compliance & Risk Controls (6 Yes /6 Known /10 Possible features)

User Experience & Workflow (7 Yes /7 Known /10 Possible features)

Reporting & Analytics (8 Yes /8 Known /10 Possible features)

Security & Access (6 Yes /6 Known /10 Possible features)

Data Management & Quality (9 Yes /9 Known /10 Possible features)

Workflow & Automation (9 Yes /9 Known /10 Possible features)

Performance & Reliability (5 Yes /5 Known /10 Possible features)

Scalability & Flexibility (8 Yes /8 Known /10 Possible features)

Client Service & Support (8 Yes /8 Known /10 Possible features)

Order Management Systems (OMS) for Investment Management

Order Entry and Execution (0 Yes /0 Known /12 Possible features)

Compliance and Risk Controls (0 Yes /0 Known /12 Possible features)

Portfolio Management Integration (0 Yes /0 Known /12 Possible features)

Integration and Connectivity (0 Yes /0 Known /12 Possible features)

Allocation and Settlement (0 Yes /0 Known /12 Possible features)

Pension Fund Specific Features (0 Yes /0 Known /12 Possible features)

Reporting and Analytics (0 Yes /0 Known /12 Possible features)

Technology Infrastructure (0 Yes /0 Known /12 Possible features)

User Experience and Interface (0 Yes /0 Known /12 Possible features)

Service and Support (0 Yes /0 Known /12 Possible features)