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SS&C Eze from SS&C Technologies
A comprehensive investment management platform that streamlines operations from order management through to performance analytics, providing real-time insights and automation in compliance and risk management.
Product analysis by function
Data Integration Platforms for Data Management
Tools that enable data flows between different systems within the organization and with external parties such as custodians, fund administrators, and market data providers through APIs, ETL processes, and messaging.
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Connectivity & Integration
(7 Yes /7 Known /13 Possible features)
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API Connectivity Capability to connect and interact with other systems via APIs (REST, SOAP, etc.). |
Eze offers robust API connectivity for integrations with trading, accounting and risk systems, as detailed in vendor documentation and integration architecture descriptions. | |
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Pre-built Connectors Availability of pre-built connectors to common fund systems, custodians, administrators, and data vendors. |
Documentation and customer references confirm Eze comes with pre-built connectors for custodians, fund admins, and data vendors. | |
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Custom Connector Support Ability to build custom data connectors/adapters. |
Eze supports configuration of custom connectors as per platform architecture collateral. | |
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File-based Integration Supports integration via file exchange (CSV, XML, XLS, etc.). |
SS&C Eze enables file-based integration with CSV, XLS, XML and other formats, as per user guides. | |
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Message Queue Integration Integration with messaging systems/brokers (MQ, Kafka, RabbitMQ). |
No information available | |
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FTP/SFTP Capabilities Ability to send/receive data via FTP or SFTP protocols. |
SFTP and FTP data exchange options are listed in implementation documentation. | |
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Webhooks Support Supports event-driven integrations via webhooks. |
No information available | |
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Batch vs. Real-time Processing Flexible support for both batch and real-time data integration. |
Eze supports both real-time and scheduled batch processing as detailed in platform technical sheets. | |
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Data Source Auto-Discovery Automated recognition and onboarding of new data sources. |
No information available | |
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Partner Network Ecosystem of certified integration partners. |
SS&C Technologies has a well-established partner ecosystem for integrations, as shown in partnership lists. | |
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Number of Supported Systems Total number of different systems/platforms supported for integration. |
No information available | |
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Simultaneous Connections Maximum concurrent data connections supported. |
No information available | |
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API Throughput Maximum number of API calls handled per second. |
No information available |
Data Transformation & ETL
(7 Yes /7 Known /12 Possible features)
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Visual Data Mapping Graphical tools for defining data transformation and mapping. |
No information available | |
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Scripting/Custom Logic Ability to include scripts or custom logic in data pipelines. |
The platform provides scripting support and accommodates custom logic for workflows (as per developer documentation). | |
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Data Validation Rules Built-in validation of data formats, types, and constraints. |
Data validation rules are referenced in Eze’s user configuration and compliance automation. | |
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Error Handling & Logging Comprehensive error tracking and data issue logging mechanisms. |
Extensive logging and error handling is part of Eze’s process audit trail, as described in documentation. | |
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Automated Data Cleansing Capabilities to auto-correct or flag suspect data. |
Automated data cleansing capabilities are mentioned as part of the data management feature set. | |
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Data Enrichment Ability to enhance datasets with reference or market data. |
Data enrichment using market/reference data is a core function advertised in product materials. | |
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Reprocessing Failed Batches Supports automated or manual rerun of failed data batches. |
Eze provides mechanisms for automated/manual reruns of failed data batches. | |
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Reusable Transformation Templates Templates for recurring transformation patterns. |
No information available | |
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Auditable Transformation Steps Transformation history and audit logging for compliance. |
Auditable transformation steps are supported for regulatory compliance tracking. | |
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Parallel Processing Concurrency in executing ETL jobs. |
No information available | |
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Job Runtime Average time taken to run an ETL job. |
. | No information available |
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Supported Data Types Number of structured/semi-structured/unstructured data types supported. |
No information available |
Data Quality & Governance
(9 Yes /9 Known /12 Possible features)
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Data Lineage Tracing data origin, transformations, and flow. |
Eze provides full data lineage and traceability as mandated by compliance requirements. | |
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Data Catalog Central registry of available data and sources. |
A searchable data catalog for all data feeds is part of SS&C Eze’s enterprise platform. | |
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Quality Metrics Dashboard Visualization of data quality indicators (completeness, accuracy, timeliness, etc.). |
Quality metrics dashboards reported as part of platform UI in product screenshots. | |
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Automated Anomaly Detection Identifying data outliers or issues automatically. |
No information available | |
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Data Versioning Version control for datasets and schemas. |
No information available | |
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Master Data Management Ensures unique and consistent master data across systems. |
Master data management features described in whitepapers and marketing collateral. | |
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Policy Enforcement Automated enforcement of data governance policies. |
Automated enforcement of governance policies highlighted in compliance modules. | |
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Stewardship Workflows Tools for data stewards to manage and resolve issues. |
No information available | |
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Regulatory Reporting Support Facilitates compliance with industry and regulatory standards. |
Regulatory reporting automation and support are core strengths advertised on product site. | |
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Data Retention Policy Controls Configuration of record retention and disposal schedules. |
Customization of record retention and disposal is mentioned under compliance settings. | |
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Role-based Data Access Restricts actions/visibility based on user/group roles. |
Role-based data access/permissions is a standard component of the platform. | |
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Access Audit Logs Detailed logging of data access and modifications. |
Access audit logs are provided for compliance and user traceability. |
Security & Compliance
(9 Yes /9 Known /12 Possible features)
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Data Encryption In-Transit Encryption of all data during transfer between systems. |
Eze provides in-transit data encryption as part of its security certifications. | |
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Data Encryption At-Rest Encryption of stored data on disk/databases. |
Data is encrypted at rest in Eze hosted solutions, as documented in security overview. | |
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Multi-factor Authentication Multi-factor login for users and administrators. |
Multi-factor authentication is provided for user and admin logins. | |
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User Access Controls Fine-grained control over user permissions and roles. |
User and role permissions configuration is a standard admin function. | |
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Audit Trail Complete logging of all user and system activities. |
Comprehensive audit trail is standard for compliance auditing. | |
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Compliance Certifications Adherence (and certifications) to standards like ISO 27001, SOC 2, GDPR. |
Eze is certified for SOC 1/2/3, GDPR, and other compliance as per vendor materials. | |
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Secure API Authentication Token-based or certificate-based authentication for APIs. |
API endpoints use token/certificate-based authentication (see developer docs). | |
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Penetration Testing Practices Regular security testing for vulnerabilities. |
Regular penetration testing disclosed as part of SOC reporting and security best practices. | |
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Data Masking/Redaction Ability to mask or redact sensitive data in outputs. |
No information available | |
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Incident Response Mechanisms Pre-defined procedures for data breaches or security incidents. |
Incident response and breach protocols are described in compliance documentation. | |
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Automated Compliance Monitoring Continuous monitoring for regulatory compliance violations. |
No information available | |
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Retention Policy Enforcement Automated enforcement of data retention and document destruction policies. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
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Horizontal Scalability Ability to scale out across multiple servers or cloud instances. |
Designed to scale horizontally across cloud/servers, as referenced in product scaling guides. | |
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Vertical Scalability Ability to add resources (CPU, RAM, Storage) to improve performance. |
Vertical scalability (resources per instance) is part of cloud/on-prem configuration documentation. | |
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Data Throughput Maximum volume of data processable per unit time. |
No information available | |
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Latency Average time taken to process a transaction or data record. |
No information available | |
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Concurrency Support Number of data flows/pipelines that can run in parallel. |
No information available | |
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High Availability Built-in failover and redundancy for uninterrupted service. |
High availability is a key selling point for mission-critical financial operations platforms. | |
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Load Balancing Distributes workloads evenly for optimal resource usage. |
Eze implements load-balancing for both on-premises and cloud deployments. | |
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Auto-scaling Automatic adjustment of resources based on workload. |
Eze's cloud solutions auto-scale based on load and usage (as per solution briefs). | |
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Processing Window Size Configurable time window for batch processing. |
No information available | |
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Transaction Volume Capacity Maximum volume of transactions supported per day. |
No information available |
Monitoring & Alerting
(7 Yes /7 Known /10 Possible features)
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Real-time Health Dashboard Live display of system health and key metrics. |
Live dashboards of operations and system health are standard for fund management software. | |
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Custom Alerts User-configurable monitoring rules and thresholds. |
Users can configure custom alerts and monitoring rules as per admin guides. | |
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Historical Data Analytics Tools for reviewing past trends and incidents. |
Historical data analytics tools for performance and compliance are included. | |
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Error Notification Channels Multiple channels for error alerts (email, SMS, Slack, etc.). |
Notification channels include email, dashboard, and SMS (per integration guides). | |
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Automated Remediation Rules to auto-resolve common issues or trigger workflows. |
No information available | |
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Usage Analytics Reports on platform usage and performance. |
Usage analytics and performance reports available to administrators. | |
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User Activity Logging Detailed tracking of all user activities. |
User activity logging is available for security and compliance tracking. | |
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Customizable Reporting Support for building and scheduling custom reports. |
Supports custom and scheduled reporting for regulatory and operations analysis. | |
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MTTR Tracking Time to detect and resolve technical incidents. |
No information available | |
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Alert Response Time Time for alerts to be delivered to responsible parties. |
No information available |
User Experience & Self-service
(7 Yes /7 Known /10 Possible features)
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No-code/Low-code Pipeline Builder Drag-and-drop interface for building data flows without programming. |
No information available | |
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Role-based Dashboards User interfaces tailored for different user types (IT, Ops, Business, etc.) |
Role-based dashboards are shown in UI screenshots for traders, compliance, and operations. | |
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Self-service Data Ingestion Allow non-technical users to upload and ingest data. |
Non-technical users can upload data directly via web interface (see product demos). | |
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Template Library Library of pre-built templates for common data flows and use cases. |
Library of templates/workflows for common fund operations provided. | |
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Customizable Workspaces Users can personalize workspace layouts, filters, and views. |
No information available | |
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Inline Help & Documentation Integrated help, tooltips, and user guides. |
Extensive inline user documentation and help is available in-app. | |
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Approval Workflows Request/approve changes to pipelines and integrations. |
Approval workflows for compliance and process changes are built into the system. | |
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Bulk Operations Manage multiple records/files in one action. |
No information available | |
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Search & Filtering Powerful search and filtering of data and workflows. |
Search and filtering are major features for both operations and data query, as per demo videos. | |
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Mobile Accessibility Mobile-friendly or dedicated mobile applications. |
Mobile access available via web or dedicated apps (per product brochures). |
Deployment & Architecture
(5 Yes /5 Known /10 Possible features)
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Cloud Deployment Support Native support for cloud deployment (AWS, Azure, GCP). |
Supports cloud deployments on AWS and Azure (from product info). | |
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On-premises Installation Support for on-premises or private cloud environments. |
Available as SaaS, private/hosted, or on-premises installs. | |
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Hybrid Deployment Ability to operate across both cloud and on-premises infrastructure. |
Hybrid deployments are supported for large enterprise and regulatory use-cases. | |
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Multi-tenancy Supports logical separation for different teams or clients. |
No information available | |
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Microservices Architecture System is designed with microservices for modularity and resilience. |
No information available | |
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Disaster Recovery Capabilities Automatic failover and backup/restore for business continuity. |
Disaster recovery with automated failover is required and advertised for fund platforms. | |
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Containerization Support Support for Docker, Kubernetes, and similar technologies. |
No information available | |
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Multi-region Support Ability to operate across multiple geographic regions/data centers. |
No information available | |
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Zero-downtime Upgrades Apply platform upgrades without interrupting service. |
Major upgrades can be performed with minimal/no downtime, based on SaaS ops statements. | |
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Resource Auto-provisioning Automated deployment and resource allocation. |
No information available |
Vendor Support & Ecosystem
(9 Yes /9 Known /10 Possible features)
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24/7 Technical Support Round-the-clock access to expert technical support. |
24/7 technical support with staff is standard in SS&C's enterprise service agreements. | |
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Dedicated Account Manager A single point of contact for relationship management. |
Dedicated account managers are available to enterprise clients as part of relationship management. | |
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Community Forums Engaged user community for peer support. |
Community forums are available via the SS&C customer portal. | |
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Extensive Documentation Detailed guides, manuals, and reference materials. |
Extensive documentation and online knowledgebase provided. | |
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Regular Product Updates Frequent improvements and new feature releases. |
Regular product improvements and feature releases are publicized in SS&C release notes. | |
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Training & Certification Availability of certifications and formal training programs. |
Formal training programs and certification available for clients. | |
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Partner/Marketplace Ecosystem Third-party integrations, add-ons, and certified partners. |
SS&C Eze ecosystem features third-party integrations and marketplace extensions. | |
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Service Level Agreements (SLAs) Contractual performance and availability guarantees. |
SLAs for uptime and performance are part of SS&C contracts and published materials. | |
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Customer Success Programs Proactive guidance to help clients realize value. |
Customer success programs including proactive outreach and optimization are described on the product site. | |
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Multi-language Support Availability of user interfaces and documentation in multiple languages. |
No information available |
Cost & Licensing
(6 Yes /6 Known /10 Possible features)
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Usage-based Pricing Pricing model based on consumption (e.g., data processed, transactions, users). |
Usage-based and subscription pricing models are available according to SS&C pricing info. | |
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Flexible License Models Options for perpetual, subscription, or pay-as-you-go licenses. |
Flexible licensing options include subscriptions and multi-year contracts. | |
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Transparent Pricing Clear, upfront pricing without hidden fees. |
Pricing models are transparent and listed prior to engagement according to procurement documentation. | |
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Trial/Evaluation Period Available free trial or PoC before commitment. |
Free trials or proof-of-concept engagements are available for large prospects as per pre-sales materials. | |
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Volume Discounts Discounts for larger usage or enterprise agreements. |
Volume discounts available for enterprise contracts according to public pricing FAQ. | |
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Support Cost Inclusions Support and maintenance included in standard fees. |
No information available | |
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Cost Predictability Ability to forecast and control total cost of ownership. |
SS&C provides customer budgeting and TCO tools as part of the sales process. | |
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Automated Billing Self-service billing and invoicing. |
No information available | |
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Cost Optimization Tools Built-in analytics to optimize platform usage and minimize cost. |
No information available | |
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Multi-currency Pricing Support Ability to quote and bill in multiple currencies. |
No information available |
Extensibility & Customization
(3 Yes /3 Known /10 Possible features)
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Plugin/Extension Framework Ability to extend core functionality via custom plugins/extensions. |
No information available | |
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Custom Workflow Support Build and deploy custom data workflows and processes. |
Custom workflow support is described for client operations and automation. | |
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API for Custom Integrations Well-documented APIs for extending and integrating with external tools. |
APIs for custom integrations are published and available to certified partners. | |
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White-labeling Ability to customize branding and user interface. |
No information available | |
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Custom Roles & Permissions Define new user roles and granular access configurations. |
Custom roles and detailed permission schemes are configurable in Eze. | |
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Scripting Language Support Built-in support for languages like Python or JavaScript for user scripts. |
No information available | |
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UI Theming and Customization Configure appearance and user interface elements. |
No information available | |
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Event Hooks Custom logic triggered on data events or system actions. |
No information available | |
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Open Standards Compliance Built with and extends using open industry standards. |
No information available | |
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Integration SDK Software development kit for building deep integrations. |
No information available |
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