Eze for iPhone 4.7

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

SS&C Eze maintains a robust security framework and is ISO 27001 certified with inclusion of ISO27001 ROMANTICAL for Cloud-wide Security Protocol . .

Note: Your organization must authorize access to the SS&C EZE MOBILE APPLICATIONS . You will have access only to mobile features enabled by your organization based on your role (not all mobile features may be available). Not all SS&C EZE features are available on mobile informations given above were inspired by the software supplier’s Website. PLC urlpatterns such as Abnormal have been detected by Promotional Materials Source.elasticsearch. Informations given above may differ. Thank you contacting : [email protected] processinterpreted®sasg reservedc. Products guaranteed techn\logy services gmbm guaranted.。

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