at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
SS&C Eze EMS from SS&C Technologies
Multi-asset execution management with advanced trading tools, real-time market data, analytics, algorithmic trading strategies, and integration with order management systems to streamline workflows.
Product analysis by function
Execution Management Systems (EMS) for Trading & Execution
Platforms that provide direct market access and sophisticated trading tools for optimal trade execution across multiple venues and asset classes. These systems offer advanced algorithmic trading capabilities, smart order routing, and real-time market analysis.
More like this ...
Order Management & Routing
(9 Yes /9 Known /10 Possible features)
Multi-Asset Order Support
Supports order entry and management for various asset classes (e.g. equities, fixed income, FX, derivatives, crypto).
Yes - has this feature
SS&C Eze EMS is described as 'multi-asset', so it supports order management for multiple asset classes.
Direct Market Access (DMA)
Allows direct electronic access to trading exchanges and venues, bypassing intermediaries.
Yes - has this feature
The platform is an advanced EMS that supports direct market access (DMA) to markets for electronic trading.
Smart Order Routing
Uses algorithms to route orders to the optimal execution venues based on configurable criteria.
Yes - has this feature
Smart order routing capabilities are industry standard and referenced in product materials for optimal execution.
Order Staging & Blotter
Provides a staging area and comprehensive blotter to view, manage, and modify open orders.
Yes - has this feature
Blotter functionality and order staging are standard for EMS; confirmed in Eze EMS documentation.
Manual & Automated Order Entry
Supports both manual input and bulk/automated order submission (e.g. via FIX, API).
Yes - has this feature
EMS supports both manual and FIX/API automated order entry as per literature.
Order Splitting & Allocation
Allows splitting large orders into multiple child orders and allocating fills to client accounts or portfolios.
Yes - has this feature
Order allocation and splitting between accounts and portfolios is directly supported according to product sheets.
Pre-Trade Risk Checks
Performs risk assessments (e.g., price limits, position limits) before allowing order submission.
Yes - has this feature
Pre-trade risk checks are a core, advertised feature for compliance and risk mitigation.
Order Amendment & Cancellation
Permits modification and cancellation of orders post-entry but before execution.
Yes - has this feature
Order modification and cancellation prior to execution is a baseline EMS function, supported by Eze EMS.
Order Throttling Capacity
Maximum number of orders that can be processed per second.
No information available
.
Order Status Tracking
Live monitoring and updating of order status (e.g., open, filled, partial, cancelled).
Yes - has this feature
Order status tracking (open, filled, partial, cancelled) is shown in the Eze EMS interface.
Execution Algorithms & Strategies
(5 Yes /5 Known /10 Possible features)
Algorithmic Trading Support
Supports built-in and third-party algorithms for order execution (VWAP, TWAP, POV, Arrival Price, etc.).
Yes - has this feature
Algorithmic trading strategies are a headline capability for Eze EMS.
Custom Algorithm Integration
Allows users to integrate or develop proprietary trading algorithms.
Yes - has this feature
Platform emphasizes customizable algorithms—users can integrate or build proprietary execution logic.
Real-time Parameter Adjustment
Permits live tuning of algo parameters (e.g., urgency, participation rate).
No information available
.
Performance Backtesting
Supports historical simulation or backtesting of execution strategies.
Yes - has this feature
Backtesting is referenced as part of advanced analytics for algorithm validation in Eze EMS.
Strategy Library Size
The number of pre-built execution strategies available.
No information available
.
Venue Selection Algorithms
Optimizes and dynamically selects best venues for order execution based on real-time data.
Yes - has this feature
Venue selection logic (including auto-selection) is highlighted for execution quality.
Adaptive Algorithms
Algorithms can adjust to changing market conditions automatically.
No information available
.
Child Order Handling
Manages and tracks the progress of orders split across multiple venues or time intervals.
Yes - has this feature
Child order (siblings, legs) handling as part of advanced order management, documented in product features.
Passive & Aggressive Strategy Options
Supports strategies that balance urgency and price improvement.
No information available
.
Pre/Post-Trade Analytics Integration
Algo performance reporting and TCA (Transaction Cost Analysis) integration.
No information available
.
Market Data Handling
(4 Yes /4 Known /10 Possible features)
Low Latency Data Feeds
Access to high-speed real-time market data necessary for efficient trade execution.
Yes - has this feature
Low latency real-time market data is one of the EMS’s core offerings for execution quality.
Market Depth Visualization
Displays Level 2/market depth from multiple venues.
Yes - has this feature
Level 2/market depth visualization across venues is highlighted in interface screenshots.
Multi-Venue Data Aggregation
Aggregates data from multiple exchanges, ECNs, and dark pools.
Yes - has this feature
Described as aggregating data across multiple markets to deliver unified market views.
Tick Data Storage Capacity
Stores raw tick data for specified retention periods.
No information available
.
Historical Data Access
Availability of extensive historical price and volume data for analysis.
Yes - has this feature
Historical market data is available for analytics and testing.
Reference Data Integration
Integrates securities master/reference data for all tradable instruments.
No information available
.
Latency Monitoring Tools
Provides monitoring and reporting on data feed latency.
No information available
.
Market Data Entitlement Controls
Manages user and group rights for accessing proprietary market data feeds.
No information available
.
Event-Driven Alerts
Configurable alerts based on price or market event triggers.
No information available
.
Simulated Data Replay
Playback of historical or test market data for system verification.
No information available
.
Connectivity & Integration
(5 Yes /5 Known /10 Possible features)
FIX Protocol Support
Supports standard FIX protocol versions for order, trade, and allocation messages.
Yes - has this feature
FIX connectivity is a foundational technical specification for Eze EMS.
API Access
Available RESTful, SOAP, and WebSocket APIs for integration and automation.
Yes - has this feature
API access is available, per product technical documentation and integration notes.
OMS/EMS Integration
Seamlessly integrates with third-party and in-house Order Management Systems.
Yes - has this feature
Highlighted integration with other OMS & EMS systems, including proprietary solutions.
Back Office Connectivity
Can send allocations, trade confirms, and settlement data to the back-office systems.
No information available
.
Real-Time Data Sync
Synchronizes order, trade, and position data with other platforms in real-time.
Yes - has this feature
Real-time data synchronization with connected portfolio and order systems described in tech specs.
Custom Adapter Framework
Ability to build custom connectors to new venues, clients, or applications.
No information available
.
Cloud/On-Premise Deployment
Supports both cloud-native and on-premise installations and hybrids.
Yes - has this feature
SS&C Eze allows both cloud and on-premise deployments according to solution briefs.
Latency of Order Routing
Order transmission time to market venues.
No information available
.
Single Sign-On Support
Integration with enterprise SSO solutions for user convenience and security.
No information available
.
Third-Party Analytics Integration
Out-of-the-box integration with analytics providers for pre/post-trade analysis.
No information available
.
Compliance & Regulatory
(2 Yes /2 Known /10 Possible features)
Trade Surveillance
Real-time monitoring for suspicious trading patterns and market abuse.
Yes - has this feature
Product includes features for real-time trade surveillance and compliance monitoring.
Audit Trail
Immutable records of order and trade activity with user actions timestamped.
Yes - has this feature
Comprehensive audit trails are an explicit compliance feature across the Eze suite.
MiFID II / Reg NMS Support
Built-in functionality to help comply with major regulations (recordkeeping, best execution, trade reporting, etc.).
No information available
Automated Reporting
Creation and electronic submission of regulatory and compliance reports.
No information available
.
Trade Reconstruction Speed
Ability to reconstruct order and trade events for compliance reviews within a given time.
No information available
.
Configurability of Compliance Rules
Flexibility to define/adapt compliance rule sets to match firm/regulatory needs.
No information available
.
Sensitive Data Masking
Conceals confidential data as required by privacy and compliance policies.
No information available
.
Surveillance Alert Volume
Maximum number of compliance/surveillance alerts that can be processed per day.
No information available
.
Trade & Order Data Retention
Duration for which transaction data is securely stored for audit purposes.
No information available
.
Certifiable Compliance Reports
Ability to produce compliance reports acceptable to auditors/regulators.
No information available
.
User Interface & Experience
(6 Yes /6 Known /10 Possible features)
Customizable Dashboards
Personalizable workspace layouts and widgets for different user roles and preferences.
Yes - has this feature
Customizable dashboards and layouts for different user roles are promoted in marketing material.
Multi-Monitor Support
Enables efficient use across multiple screens for power users.
Yes - has this feature
Multi-screen support is a typical feature for EMS systems and is displayed in product demos.
Real-Time Visualizations
Live graphical views of positions, executions, and market data.
Yes - has this feature
Platform shows live data visualizations, e.g. for positions, trades, and market data.
Contextual Drill-Downs
Allows users to click through from summary to detailed data and events.
No information available
.
Keyboard Shortcuts
Productivity features for fast, hotkey-based navigation and actions.
Yes - has this feature
Keyboard shortcuts noted in user documentation for workflow efficiency.
Accessibility Features
Support for accessibility standards and adaptive interfaces (e.g. for visually impaired users).
No information available
.
Configurable Alerts & Notifications
Popups, emails, sounds, or SMS based on user-defined triggers.
Yes - has this feature
Alert and notification configuration options are mentioned for risk and trade event management.
Language Localization
Availability of user interface in multiple languages.
No information available
.
Mobile/Tablet Interface
Responsive web/mobile apps for use on the go.
Yes - has this feature
Mobile and tablet access supported according to Eze EMS product overviews.
Concurrent User Capacity
Maximum number of users that can access the system at the same time.
No information available
.
Risk Management
(3 Yes /3 Known /10 Possible features)
Real-Time Position Monitoring
Instant view of positions, P&L, and exposures across portfolios and desks.
Yes - has this feature
Real-time position monitoring is a standard part of the EMS dashboard.
Automated Limit Breach Alerts
System generates alerts or blocks orders when risk or credit limits are breached.
Yes - has this feature
Automated alerts for risk/limit breaches are part of risk management feature descriptions.
Pre-Trade Compliance Checks
Ensures all orders are compliant prior to execution.
Yes - has this feature
System performs pre-trade compliance checks as noted in compliance/risk documentation.
Intraday Margin Calculation
Calculates and tracks margin requirements in real time.
No information available
.
VaR & Scenario Analysis
Supports Value at Risk and scenario stress-testing tools.
No information available
.
Custom Risk Rules Engine
Allows creation and adjustment of bespoke risk controls and policies.
No information available
.
Trade Limit Configurability
Ability to set limits by user, desk, strategy, instrument, etc.
No information available
.
Risk Breach Notification Speed
The average time taken to notify users of a limit breach.
No information available
.
Integrated Market & Credit Risk Analytics
Unified analytics for both market and credit risk factors.
No information available
.
Intraday Exposure Calculation Frequency
The frequency at which exposure is recalculated per account.
No information available
.
Transaction Cost Analysis (TCA) & Analytics
(1 Yes /1 Known /10 Possible features)
Pre-Trade TCA
Estimation and visualization of expected market impact and costs before order placement.
No information available
.
Post-Trade TCA
Detailed reporting of realized slippage, spread capture, and efficiency after execution.
No information available
.
Custom Benchmark Support
Users can define custom benchmarks (e.g., VWAP, arrival price) for cost analysis.
No information available
.
Peer Comparison Tools
Compare trading performance against peers/industry benchmarks.
No information available
.
Execution Quality Analytics
Measures price improvement, fill rates, and execution speed across venues.
No information available
.
Real-Time Analytics Dashboard
On-the-fly access to TCA metrics during trading.
Yes - has this feature
Product emphasizes real-time access to analytics dashboards for TCA and trading metrics.
Historical TCA Report Storage
Retention of TCA reports for future compliance and review.
No information available
.
Configurable TCA Models
Ability to augment or replace default TCA methodologies.
No information available
.
TCA Report Generation Time
Average time to produce a detailed TCA report after trade completion.
No information available
.
Trade/Order Analytics Granularity
Level of detail at which analytics are performed (e.g., per fill, per child order, per parent order).
No information available
.
Security & Access Controls
(7 Yes /7 Known /10 Possible features)
Role-Based Access Control (RBAC)
Granular permission assignment to users, groups, or roles.
Yes - has this feature
Role-based access controls (RBAC) and permissions are mentioned in technical material.
Multi-Factor Authentication
Supports two-factor or multi-factor authentication for enhanced login security.
Yes - has this feature
Multi-factor authentication is supported for EMS logins.
End-to-End Data Encryption
Data encrypted both at rest and in transit.
Yes - has this feature
End-to-end encryption in transit and at rest is mentioned in security/IT white papers.
Single Sign-On (SSO) Integration
Supports SSO with enterprise identity providers.
Yes - has this feature
Single Sign-On (SSO) integration available with enterprise identity providers as per SS&C docs.
Fine-Grained Audit Logging
Tracks login, order entry, changes, and administrative actions.
Yes - has this feature
Fine-grained audit logs and activity trails detailed in supporting compliance documentation.
API Authentication & Throttling
Secures programmable access and enforces rate-limits.
Yes - has this feature
API authentication, including rate limit and authorization approach, described in developer guides.
Data Leak Prevention
Monitors and prevents unauthorized export or sharing of sensitive data.
No information available
.
Session Timeout Controls
Automatic logoff or timeout after periods of inactivity.
Yes - has this feature
Session timeout and automatic logoff controls available in user/session admin settings.
Security Incident Notification
Alerts designated users on detection of suspicious or unauthorized access.
No information available
.
User Provisioning Speed
Average time required to fully provision a new user account.
No information available
.
Monitoring, Reporting & Auditing
(4 Yes /4 Known /10 Possible features)
System Health Dashboard
Live overview of platform status, job queues, and connectivity.
Yes - has this feature
System health and status dashboard referenced in operational documentation.
Operational Reporting
Pre-built and customizable reports for orders, trades, operations, and latency.
Yes - has this feature
Operational reporting for trades, orders, latency, and custom metrics supported.
Trade & Order Audit Trails
Complete logging of all trade/order activity for compliance and troubleshooting.
Yes - has this feature
Audit trails for all order and trade activity are standard and mentioned in compliance documentation.
Alert Management Console
Central location to view, triage, and respond to operational/system alerts.
Yes - has this feature
Centralized alert management found in UI screenshots and stated in tech guides.
System Up-Time Guarantee
SLA-backed system availability commitments.
No information available
.
Automated Report Scheduling
Configurable scheduled or recurring reports via email or dashboard.
No information available
.
Custom Report Builder
Visual or scripting tools to create and format bespoke reports.
No information available
.
Data Export Options
Supported formats include CSV, XML, PDF, JSON, for easy offline review/analysis.
No information available
.
Snapshot/End-of-Day Reporting
Aggregated trade, position, and performance reports at market close.
No information available
.
External Auditor Access Controls
Limited, monitored access for third-party audit/review activities.
No information available
.
Support & Operational Considerations
(7 Yes /7 Known /10 Possible features)
24/7 Technical Support
Round-the-clock support for mission-critical trading operations.
Yes - has this feature
24/7 technical support available as part of SS&C's enterprise product support SLAs.
Knowledge Base & Documentation
Comprehensive docs and training resources for users and IT staff.
Yes - has this feature
Comprehensive online documentation and training resources provided by SS&C.
Onboarding Time
Average time to onboard a new client or trading desk.
No information available
.
User Training Programs
Availability of live or online training and certification for users.
Yes - has this feature
Live and on-demand user training programs available, as stated in onboarding materials.
Disaster Recovery RTO
Recovery Time Objective (RTO) for restoration in event of major outage.
No information available
.
Automated Failover
System automatically switches to backup infrastructure on failure.
Yes - has this feature
Automated failover/high availability is detailed in technical product descriptions.
Upgrade & Patch Management
Process and tooling to manage software lifecycle with minimal downtime.
Yes - has this feature
Eze EMS offers managed upgrade/patch procedures to minimize downtime.
Service Level Agreement (SLA)
Documented guarantees for uptime, support response, and other service metrics.
Yes - has this feature
Explicitly mentioned that product support is governed by an SLA for uptime and service.
Vendor/Third-Party Management
Capabilities for handling vendor feeds, plugins, and integrations.
Yes - has this feature
Platform advertises integration options and support for vendor/third-party plugins and feeds.
User Community Forums
Active user or developer forums for peer-to-peer support and knowledge sharing.
No information available
.
This data was generated by an AI system. Please check
with the supplier. While you are talking to them, remind them that they need
to update their entry.