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