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Liontrust Implements Eze Software’s Full Investment Suite

23 April 2016

Adds Order Management, Portfolio Accounting to Execution Management Application

Liontrust Asset Management, a U.K.-based specialist investment management company, has gone live on Eze OMS and Eze Portfolio Accounting, implementing a front-to-back office workflow to replace its in-house systems.

This represents a significant investment by Liontrust and is designed to strengthen and support the company’s activities across its front and middle office, with Eze Software Investment Suite being chosen after a rigorous and lengthy selection process involving a number of vendors. 

Liontrust, which has used Eze EMS since April 2012, chose Eze Software Investment Suite because of its capacity to support enhanced analytics, cash management, decision support and modelling, order and execution management, and investment operations and compliance. Over 30 users are now live on the system.

“We required a solution that fulfils our need for an investment book of record for all of the Liontrust funds and investment accounts,” said Vinay Abrol, COO and CFO of Liontrust. “EzeSoft Investment Suite delivered a solution that is seamless, comprehensive, and supported by hands-on client service. Having the OMS and Portfolio Accounting modules integrated with the EMS has made our workflows more efficient and centralized.”

“Liontrust wanted a comprehensive solution to manage a variety of complex workflows easily and EzeSoft Investment Suite met those requirements,” said Gerry Gualtieri, Eze Software’s Senior Managing Director for EMEA. “We are glad to be expanding our partnership and continue to focus on helping clients optimize their trading and reporting processes.”

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