Eze OMS is a comprehensive portfolio management platform designed for wealth managers needing efficient real-time tracking of their clients’ investments. It offers both performance analytics and reporting capabilities for advisors to make informed decisions about their clients’ portfolios and monitor the implementation of strategies over time. In addition, the software features integrated portfolio optimization tools, customizable rule sets for automated trading activities, and a wide range of security options. It also integrates with other applications, allowing for streamlined data collection and processing.

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