Introduction
The new Eze mobile experience is now available on your phone and tablet. Powered by Eze Eclipse and Eze OMS, the next-generation SS&C Eze app offers secure access to Eze applications on-the-go through a simple, user-friendly interface. Whether you are a trader or a portfolio manager, the SS&C Eze app assists you in efficiently managing your portfolio and monitoring performance to help make timely decisions.
Eze App for OMS
Secure and Fast Login
- Select Eze OMS from the product drop-down list on the login screen.
- Login using Open ID Authentication.
- Unlock the app using biometrics.
Quickly View Portfolio Information and Analytics
- Access high-level summary and detailed views of your portfolios to quickly assess performance at group or aggregated levels.
- Key metrics like PL(V)/PLBPs, Exposure, MarketValGross, and more are readily available, with the option to include additional fields such as Market Value, Currency, and Port Base Currency at the portfolio level.
- Customize data points as needed.
- Aggregate portfolios by Industry, Sector, and other criteria.
Your App, Your Configuration
- Configure positions based on Location (Custodian), Net Positions, or Strategy.
- Select from various Position States like Proposed, Released to Market, Fill Received, Finalized, Confirmed, Settled.
- Edit columns in the Analytics screen.
Settings Screen
- Customize Default Portfolio settings and Trade Swipe Options to quickly take action on trades or confirmations before canceling an order or removing a card from Home.
- Toggle between Dark and Light modes.
Eze App for Eclipse
Secure and Fast Login
- Select Eze Eclipse from the product drop-down list on the login screen.
- Login using Open ID Authentication.
- Unlock the app using biometrics.
Quickly View Portfolio Information
- Obtain a summary view of your real-time intraday portfolio to quickly evaluate performance.
- Key metrics like Realized PL(V)/PLBPs, Unrealized PL(V)/PLBPs, and more are easily accessible with the ability to include fields such as Market Value, Currency, and Port Base Currency.
Analytics On-the-Go
- Review high-level summaries of your portfolios with various data points.
- Customize data points as required.
- Aggregate portfolios by Industry, Sector, and more.
Your App, Your Configuration
- Configure positions divided by Location (Custodian), Net Positions, or Strategy.
- Select from a range of Position States such as Proposed, Released to Market, Fill Received, Finalized, Confirmed, Settled.
- Edit columns in the detailed Analytics screen.
Trading (Trade Blotter, Order Management and Routes Management)
- Create orders from Trade Blotter, filter orders by Order Status and Action.
- Track orders created, fill status, and order progression on the Trade Blotter.
- Sort orders by Symbol and Date.
- Add, Edit, Cancel All and Cancel Selected orders from Trade Blotter and Order details screens.
- Add/Modify/Cancel Routes from Order Details and Routes Details screens.
- Add new symbols when creating trades that are not in the master security files.
Settings Screen
- Customize Trade Swipe Options and Account Settings for quick trade actions or confirmations prior to canceling an order or removing a card from Home.
- Toggle between Dark and Light modes.
Ensure Your Data is Secure
개요
Eze for iPhone 범주 비즈니스 Eze Castle Software LLC개발한에서 Freeware 소프트웨어입니다.
Eze for iPhone의 최신 버전은 2024-09-26에 발표 된 4.7. 처음 2024-09-26에 데이터베이스에 추가 되었습니다.
다음 운영 체제에서 실행 되는 Eze for iPhone: iOS.
Eze for iPhone 사용자 5 5 등급으로 평가 했다.
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