SS&C Eze

Name

SS&C Eze

Legal name

SS&C Technologies Holdings, Inc.

Website

https://ssctech.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Computer Systems Design and Related Services (54151), Other Computer Related Services (541519), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

Managed File Transfer (MFT) & B2B/EDI Integration (HDAEACAG)

akta.pro secondary industries

Endpoint & Mobile Asset Management (UEM/MDM Asset Controls) (BPAEAOAI), Managed File Transfer (MFT) & B2B Integration (EDI) (HDAEAIAE)

Keywords

• Order management systems
• Execution management software
• Investment management software
• Portfolio management solutions
• Fund administration services

Headquarters

HQ city

Windsor

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Licensing and Subscriptions: Enterprise software licensing for order management systems, portfolio management, accounting, reporting, reconciliation, and trading/settlement solutions. Delivered as SaaS or on-premise with recurring subscription fees.
2. Fund Administration Services: Comprehensive middle and back office services including fund administration, investor services, transfer agency, and accounting for hedge funds, private equity, and asset managers.
3. Superannuation Administration: Member administration services for Australian superannuation funds including retirement accounts, pensioners, and employers with SaaS delivery model.
4. Healthcare Technology Services: Pharmacy benefits administration, claims processing (500M+ Rx/Medical claims annually), and healthcare technology services for health plans, PBMs, and TPAs.
5. Platform and Custody Fees: Platform charges applied as basis points (bps) per account type per year for custody services, with tiered pricing structures based on portfolio size.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

SS&C Eze provides an Order and Execution Management System (Eze OEMS) that delivers sophisticated trading infrastructure for financial firms. The platform enables trade order management, portfolio management, compliance, and integration with AI and automation capabilities. Now part of the SS&C Advent portfolio, SS&C Eze combines OEMS technology with broader SS&C financial services software and managed services spanning front-to-back office operations for asset managers, hedge funds, banks, insurance, and wealth managers.

Product overview

SS&C Eze offers a suite of investment management and trading technology products. The primary product is Eze OEMS (Order and Execution Management System), which provides sophisticated trading infrastructure for financial firms. Eze Castle Software LLC and Eze Software EMEA Limited are subsidiary entities within the SS&C Technologies portfolio. Eze Solutions are now part of the SS&C Advent Portfolio, integrating with other SS&C financial technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Eze OEMS (Order and Execution Management System) An order and execution management system providing financial firms with sophisticated trading infrastructure. Supports trade order management, portfolio management, compliance, and AI/automation capabilities for buy-side investment firms including asset managers and hedge funds. Now integrated within the SS&C Advent portfolio of investment management software.

Quantifiable outcome

• $45 trillion+ in assets managed on SS&C technology platform
• +4 more outcomes

Named customers2 records

Segments9 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• CalastonecoreTechnology or IntegrationFeatured solution partner for fund distribution technology. Calastone provides transfer agency and fund processing infrastructure integrated with SS&C's fund administration platform.
• SS&C Blue PrismcoreTechnology or IntegrationBlue Prism provides robotic process automation (RPA) technology integrated into SS&C's intelligent automation solutions for financial services and healthcare operations.
• SS&C IntralinkscoreTechnology or IntegrationIntralinks provides secure document exchange and collaboration platform for M&A, capital markets, and investor communications, integrated into SS&C's deal flow and investor services.

Scale indicators11 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Bloomberg L.P. Bloomberg's EMSX/AIM execution and order management suite directly competes with Eze OEMS across buy-side trading desks. Overlapping target customers (hedge funds, asset managers) and overlapping data, analytics, and trading workflow capabilities make it the closest functional peer.
• Charles River Development (State Street): State Street's Charles River IMS is a direct competitor to the Eze/Advent front-to-back investment management platform, serving buy-side institutions with portfolio management, order management, and compliance workflows on a similar technology-plus-services model.
• SimCorp: SimCorp Dimension and IBOR platforms compete with Advent Geneva and Eze OMS for buy-side asset managers, insurance companies, and pension funds. Comparable investment accounting, portfolio management, and regulatory reporting functionality.
• Broadridge Financial Solutions: Broadridge's Itiviti (formerly ULLINK) and buy-side post-trade offerings directly overlap with Eze OEMS for order management, FIX connectivity, and trading workflow. Also competes in fund administration-adjacent servicing through recent acquisitions.
• Envestnet: Envestnet competes with SS&C Eze's wealth management segment (Black Diamond, Tamarac) on portfolio management, reporting, and advisor workflows for wealth and advisory firms. Direct overlap in the mid-market wealth technology stack.

Broad incumbents

• BlackRock (Aladdin): Aladdin is BlackRock's enterprise risk, portfolio management, and trading platform and competes with the SS&C Advent / Eze stack for large institutional buy-side mandates. As a much larger platform player, it sets the competitive benchmark for integrated investment operations technology.
• FIS (Fidelity National Information Services): FIS provides investment management and wealth solutions (e.g., FIS Investortrace, Advent-related assets) that overlap with SS&C Eze's buy-side software and services portfolio. Broad incumbent across investment operations, custody, and capital markets.
• State Street (Alpha and Fund Services): Through State Street Alpha and Charles River, State Street competes both in software (Charles River IMS) and in fund administration against SS&C Eze / Advent. A broad incumbent across the investment operations value chain.
• Northern Trust (Fund Administration): Northern Trust's fund servicing and custody business competes with SS&C Eze's hedge fund and PE fund administration franchise, particularly for large institutional managers seeking bundled technology plus administration services.

Emerging players

• FactSet: FactSet's portfolio analytics and trading workstation compete with adjacent pieces of the SS&C Eze / Advent workflow (analytics, research, and increasingly execution). Strong in the buy-side analytics and risk layer where Eze also plays.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ssctech
• Xx.com/ssctechnologies

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SS&C Eze