List of SS&C Eze OMS Customers
SS&C Technologies
80 Lamberton Road,
Windsor, 6095, CT,
United States
Windsor, 6095, CT,
United States
1 860-298-4500
Professional Services
26800
$5.9B
Since 2010, our global team of researchers has been studying SS&C Eze OMS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Eze OMS for Trade Order Management System (TOMS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Eze OMS for Trade Order Management System (TOMS) include: KKR France, a France based Banking and Financial Services organisation with 100 employees and revenues of $650.0 million, Frontier Capital Management, a United States based Banking and Financial Services organisation with 60 employees and revenues of $100.0 million, Bardin Hill Investment Partners, a United States based Banking and Financial Services organisation with 80 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Eze OMS, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bardin Hill Investment Partners | Banking and Financial Services | 80 | $20M | United States | SS&C Technologies | SS&C Eze OMS | Trade Order Management System (TOMS) | 2020 | n/a |
In 2020, Bardin Hill Investment Partners implemented SS&C Eze OMS, a Trade Order Management System (TOMS), to centralize trading across its credit and multi-asset strategies and to bring the firm onto a single cross-asset platform. The deployment positioned SS&C Eze OMS as the primary order and execution management layer supporting equities, performing credit, opportunistic credit, litigation finance, UCITS/40 Act structures and private equity vehicles across the firm.
The implementation configured SS&C Eze OMS with fixed-income capabilities, security profiling, compliance checks and P&L reporting to support trading and risk workflows. Bardin Hill leveraged Eze OMS security master capabilities to surface vendor and proprietary fixed income ratings data directly into front-office analytics and trading, enabling activity in par, foreign, multi-currency, default and non-performing loan instruments.
Eze OMS was integrated with SS&C Geneva for fund accounting, using a bi-directional Security API to keep instrument and security reference data synchronized, and to enable trade data to flow from order management to accounting and then downstream to required third parties. The integration architecture established automated trade data handoffs and reconciliation points between the OMS and Geneva accounting environment to support end-to-end post-trade processing.
Governance and rollout emphasized enterprise consolidation of the firm’s book of business onto the Eze platform and alignment of front-office trading workflows with accounting processes. Bardin Hill reported improved trading workflow efficiency for its fixed income team and noted business continuity resilience during the pandemic, reflecting operational readiness of the SS&C Eze OMS deployment.
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Frontier Capital Management | Banking and Financial Services | 60 | $100M | United States | SS&C Technologies | SS&C Eze OMS | Trade Order Management System (TOMS) | 2009 | n/a |
In 2009 Frontier Capital Management implemented SS&C Eze OMS as its Trade Order Management System (TOMS). The engagement formalized a transition of order management from Fiserv APL to SS&C Eze OMS and began a project run from March 2009 through November 2010 under a project manager consultant role. The implementation timeline covered vendor selection, configuration and operational cutover activities for front office and middle office trade workflows.
The SS&C Eze OMS deployment focused on configuring order management and trade processing capabilities consistent with Trade Order Management System (TOMS) functionality, including trade capture, allocation support and operational controls to reduce manual intervention. The program emphasized increased automation and standardization of operational processes, and the project team applied controls and workflow rules to harden trade lifecycle processing and reconciliation flows.
Integrations were executed as part of the program, specifically a security master reference data transition to FactSet and a coordinated portfolio accounting conversion to Portia. The implementation replaced named Fiserv APL order processing functionality with SS&C Eze OMS and established data handoffs into the new portfolio accounting target, aligning front office order flows with back office accounting feeds. Operational coverage included trading, operations and portfolio accounting functions within Frontier Capital Management.
Governance and process restructuring accompanied the technical deployment, with the project manager overseeing selection, conversion and rollout activities and implementing new operational controls and automated workflows. The portfolio accounting conversion to Portia was estimated to yield over $600k in savings over the first seven years after implementation, and the OMS transition supported the same program of process improvement and control enhancements.
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KKR France | Banking and Financial Services | 100 | $650M | France | SS&C Technologies | SS&C Eze OMS | Trade Order Management System (TOMS) | 2013 | n/a |
In 2013 KKR France deployed SS&C Eze OMS as its Trade Order Management System (TOMS). The deployment was executed as part of a broader, multi year architecture program within KKR that invested more than $10M to redesign public markets and credit operational workflows, positioning SS&C Eze OMS to centralize order management and execution across business units.
The SS&C Eze OMS implementation was configured to support core Trade Order Management System (TOMS) capabilities, including order capture and routing, execution management, trade lifecycle processing, compliance controls for pre and post trade workflows, and position and cash visibility. Configuration work aligned those modules to support a wide set of asset types cited in KKR operations, including leveraged credit, structured credit, convertible bonds, commercial paper and public equities.
Architecturally the SS&C Eze OMS was integrated into a multi-platform stack. Final architecture components referenced for the program included BMS Everest, MIK Security and Price Master, SS&C Advent Geneva, Electra Reconciliation, Investran, and a custom data warehouse built by PwC. Implementation patterns show Eze OMS supplying order and execution feeds into accounting and position systems, leveraging the MIK security master for instrument reference data, routing post trade records into Electra for reconciliation, and consolidating operational data into the PwC data warehouse for downstream reporting and analytics.
Operational scope and governance extended across San Francisco, New York, Europe and India, and the program restructured data and operational flows for roughly 10 public markets business units representing $40B in AUM. The rollout was managed as an enterprise program reporting to central technology leadership, and the SS&C Eze OMS deployment was integrated with broader operational responsibilities including treasury operations, liquidity management, settlement and reconciliation, private credit deal funding and amendment tracking.
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Buyer Intent: Companies Evaluating SS&C Eze OMS
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SS&C Eze OMS. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SS&C Eze OMS for Trade Order Management System (TOMS) include:
- Clearwater Analytics, a United States based Banking and Financial Services organization with 1915 Employees
- Bank West BnP Paribas, a France based Banking and Financial Services company with 178000 Employees
- Gerson Lehrman Group, a United States based Professional Services organization with 3000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD SS&C Eze OMS Coverage
SS&C Eze OMS is a Trade Order Management System (TOMS) solution from SS&C Technologies.
Companies worldwide use SS&C Eze OMS, from small firms to large enterprises across 21+ industries.
Organizations such as KKR France, Frontier Capital Management and Bardin Hill Investment Partners are recorded users of
SS&C Eze OMS for Trade Order Management System (TOMS).
Companies using SS&C Eze OMS are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using SS&C Eze OMS are most concentrated in France and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SS&C Eze OMS across Americas, EMEA, and APAC.
Companies using SS&C Eze OMS range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of SS&C Eze OMS include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified SS&C Eze OMS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trade Order Management System (TOMS).