ConvergEx Group Announces New iPad™ App for the Eze OMS™

New York - 13 October 2011

Eze Mobile App Offers Key Analytics and Compliance Functionality For the iPad.

ConvergEx Group, a leading technology company, today announced the launch of an Apple® iPad™ app for their award-winning order management system, the Eze OMS™. The Eze Mobile iPad app is now available for download in the App StoreSM and is compatible with Eze OMS version 5.7 SR7.

The initial release of Eze Mobile for iPad features most of the extensive analytics functionality available from the Eze OMS, including exposure, liquidity, P&L and benchmarks across multiple currencies, portfolios and strategies. The app also features multiple visualizations for changing data and best/worst performers. Compliance functionality is also available, including pending alert review workflows, restricted list management and pre- and post-trade alert management.

“Many of our customers rely on mobile technology for quick access to critical data no matter where they are,” says Michael Hutner, managing director, co-head of global sales for ConvergEx’s Eze Castle Software. “We are proud to offer this app which represents the next step in the evolution of investment technology.”

“Unlike other mobile financial apps, data from the customer’s Eze OMS is continuously sent directly to the user’s iPad app for up-to-date portfolio data,” says Rob Keller, CFA, managing director, head of global product management for ConvergEx’s Eze Castle Software. “With the release of Eze Mobile for iPad, users will find it easier than ever to view aggregate, position-level and drill-down data, slice data and configure user-defined grids in all the ways they can on their desktop.”

Dual authentication and TLS/SSL traffic encryption mitigate fears for security. The Eze Mobile iPad app utilizes iPad RAM memory and can be configured to automatically wipe sensitive data from the iPad device. Firms will be able to control how often these automated data wipes occur and will also have the ability to remotely disable users.

Future enhancements for the Eze Mobile iPad app will include a real-time blotter, trade entry capabilities, portfolio and security look-up, analytics alerts and a dashboard that features extensive functionality for best/worst analytic grids, RSS feeds and data aggregations.

The award‐winning Eze OMS leverages a real‐time open architecture to streamline the investment cycle for all asset classes – from idea generation through settlement. The Eze OMS provides functionality to support portfolio management, compliance, trading and operations in a single platform.

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