SS&C Eze
- Company typePrivate
- Founded1995
- HeadquartersWindsor, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
SS&C Eze firmographics
Firmographics- 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
SS&C Eze industry classification
Industry- 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
Where SS&C Eze is headquartered
LocationHeadquarters
- HQ city
- Windsor
- HQ country
- United States
- HQ region
- North America
Offices12 records
Markets served
SS&C Eze business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- 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.
- 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.
- Superannuation Administration: Member administration services for Australian superannuation funds including retirement accounts, pensioners, and employers with SaaS delivery model.
- Healthcare Technology Services: Pharmacy benefits administration, claims processing (500M+ Rx/Medical claims annually), and healthcare technology services for health plans, PBMs, and TPAs.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Hubwise SIPP - 10 bps with £50 maximum annual charge |
| Subscription | Annual | Hubwise Offshore Bond - Tiered structure with £250 minimum |
| Transaction based/ take rate | Pay-as-you-go | UK Trading - 3.5 bps non-RSP trading, £1 settlement |
| Transaction based/ take rate | Annual | International Trading - 7 bps trading, 5 bps custody |
| Other | Multi-year contract | Enterprise Sales - Direct engagement |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
SS&C Eze product offering
Product offeringCore 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
Companies that use SS&C Eze
Customer profileNamed customers2 records
Segments9 records
Ideal customer profiles3 records
SS&C Eze technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
SS&C Eze partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- CalastonecoreFeatured 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 PrismcoreBlue Prism provides robotic process automation (RPA) technology integrated into SS&C's intelligent automation solutions for financial services and healthcare operations.
- SS&C IntralinkscoreIntralinks 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
SS&C Eze competitors and assessment
Company assessmentDirect 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
SS&C Eze social profiles
Digital presenceSS&C Eze financial estimates
Financial estimateRevenue estimate
Valuation estimate
SS&C Eze leadership team
Management profileNumber of profiles
Profiles8 records
SS&C Eze funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SS&C Eze M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SS&C Eze
What does SS&C Eze do?
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.
Is SS&C Eze a public or private company?
SS&C Eze is a private company. It is classified as corporate owned and is currently operating.
When was SS&C Eze founded?
SS&C Eze was founded in 1995. It employs 1,001 to 5,000 people.
Where is SS&C Eze based?
SS&C Eze is headquartered in Windsor, United States, in the North America region.
How does SS&C Eze make money?
Five revenue lines are on record. Software Licensing and Subscriptions are the primary driver. The others are fund Administration Services, superannuation Administration, healthcare Technology Services and platform and Custody Fees.
Who are SS&C Eze's main competitors?
Direct peers on record are Bloomberg L.P., Charles River Development (State Street), SimCorp, Broadridge Financial Solutions and Envestnet. Broad incumbents are BlackRock (Aladdin), FIS (Fidelity National Information Services), State Street (Alpha and Fund Services) and Northern Trust (Fund Administration). FactSet is listed as an emerging player.
Does SS&C Eze have an API?
No public API is recorded for SS&C Eze.
What industry is SS&C Eze in?
SS&C Eze's product category is Investment Management Software. Its primary akta.pro industry code is HDAEACAG, Managed File Transfer (MFT) & B2B/EDI Integration, with a secondary code of BPAEAOAI, Endpoint & Mobile Asset Management (UEM/MDM Asset Controls). Its NAICS code is 54151 and its SIC code is 7373.