Specialist fund manager, Liontrust Asset Management, has implemented the full suite of front and middle office software from Eze Software Group.
The company, which managers approximately US$6.9 billion in assets and runs multi-asset portfolios, is now live on Exe OMS and Eze Portfolio Accounting – replacing its in-house systems.
We required a solution that fulfills 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, which has been using Eze EMS since 2012, chose Eze Software Investment Suite because of its enhanced analytics, cash management, decision support and modeling, order and execution management, and investment operations and compliance.