Liontrust Implements Eze Software’s Full Investment Suite
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.”