SS&C Technologies Holdings, Inc. announced that Rareview Capital LLC, an SEC-registered investment advisor managing over $500 million in assets, has adopted SS&C’s Eze OMS with hosted services to manage its growing exchange-traded fund (ETF) business.
Rareview Capital, based in Las Vegas, Nevada, sought a solution capable of scaling with its expansion and offering streamlined, user-friendly workflows for its daily investment operations, without the need for extensive custom development. The asset manager has launched several ETFs in recent years, including funds focused on cryptocurrencies and metals, and a long/short systematic equity ETF.
The selection of Eze OMS addresses a rising demand among ETF managers for technology that supports increasingly complex strategies without requiring custom development or large operational teams. Eze OMS provides the infrastructure to enable efficient scaling, streamline daily processes, and improve operational accuracy for managers.
Neil Azous, Founder and CIO of Rareview Capital, stated, “Rareview Capital chose Eze’s best-of-breed solution for ETF issuers because it delivers intuitive workflows and the asset class coverage we need—without heavy customization. Eze OMS makes it easier to handle daily investment operations, like creations and redemptions, supporting our core ETF strategies across equities, futures, options, and fixed income. We trust the platform to scale with us and simplify our operations today and in the future.”
Eze OMS facilitates Rareview Capital’s ability to execute across various markets while providing real-time visibility into profit and loss, alongside multi-asset exposure management, thereby enhancing efficiency and accuracy. The platform offers out-of-the-box ETF-ready workflows, including creation and redemption processing, basket management, portfolio compliance and rebalancing analytics, order routing and execution across equities, derivatives, and fixed income, as well as post-trade connectivity to custodians and administrators.
Karen Geiger, Co-Head of Wealth & Investment Technologies at SS&C, commented, “We are excited to partner with Rareview Capital as they scale their ETF business and diversify across asset classes. Our platform is designed to help firms streamline the investment lifecycle from idea generation to settlement, optimizing operations and positioning firms for long-term growth.”