+1 (732) 253-7955 sales@ezops.com
analytic-icon

ANALYTICS

Trade Processing | Risk Management | Collateral Management | Cash Management | Reconciliation

analytic-icon

Analytics

INFORMATION-RICH, REAL-TIME INSIGHTS TO PROVIDE
ACTIONABLE INTELLIGENCE

Users can dynamically create custom reports
OR
use 100+ pre-configured reports for:

trade-lifecycle

Real time, dynamic reports improves decision making, risk mitigation and process optimization

100+ reports built by practitioners with strong business expertise

Delivers relevant information to all stakeholders

Analyze and report on structured and unstructured data (PDF, Data Streams)

  • img-ipad-320-1
  • img-ipad-320-2
  • img-ipad-320-3
  • img-ipad-320-4
  • img-ipad-320-5
  • img-ipad-320-6
  • img-ipad-320-7
  • img-ipad-320-8
  • img-ipad-320-9
USERS

“C” suite:

  • CFO
  • CRO
  • CIO
  • COO
  • Portfolio managers
  • Operations
  • Regulators
regulation-icon

REGULATIONS

SDR | BCBS 239 | FRTB | AIFMD | Form PF | Opera

Regulatory

REGULATIONS

END-TO-END REGULATORY COMPLIANCE SOLUTION –
ON A SINGLE PLATFORM

regu-icon
REGULATIONS
end-to-end-lifecycle

Enhances compliance quality

Reduces duplication of data between finance, risk & compliance

Easily extends to new reporting mandates

Increases resource efficiency and reduces violations

regulatory-ene-img

Banks

  • Swap Data Reporting
  • BCBS 239
  • FRTB

Asset Managers

  • AIFMD
  • CPO/AQR
  • Form PF
  • Form ADV
  • Opera
USERS

Senior Management

  • Finance
  • Risk
  • Compliance
  • Operations
  • Regulators
operation-icon

OPERATIONS

Aggregate | Transform | Manage | Orchestrate | Reconcile

OPERATIONS

OPERATIONS

DATA CONTROL

AGGREGATE

Supports multiple data formats and sources

TRANSFORM

Intuitive configuration eliminates IT dependence. Integrated, customizable rules engine enhances productivity & speeds up decisions

MANAGE

Integrated workflow optimally manages exceptions.

PROCESS MANAGEMENT

ORCHESTRATE

Orchestrate operations across front-, middle- and back-office systems

RECONCILE

trades | positions | cash | collateral

COMPREHENSIVE

Includes all asset classes and business functions
operation-desktop-img

Cloud-based reconciliation platform

Integrated workflow automatically distributes exceptions and enables controls

Improves ROI by reducing operational risk, improving efficiency, freeing up resources & reducing system sprawl

All stakeholders view & manage enterprise-wide data on the same platform

User-friendly mapping empowers business users to configure without IT involvement

USERS
  • Banks
  • Fund administrators
  • Middle/Back office
  • Prime brokers
  • Asset managers
  • Custodians
  • Insurance firms

LEADERSHIP TEAM

Management

Bikram Singh
Founder & CEO

20 years of capital markets experience. Before founding EZOPS, he built Citi’s Derivatives Middle Office business from the ground up. Prior roles were at McKinsey & Co, Lehman Brothers, Lava Trading, the American Stock Exchange and Goldman Sachs.

Sarva Srinivasan
Founder & President

20+ years experience deploying technology & operations solutions to buy & sell side firms, managing global client engagements, & building strategic sourcing businesses. Computer Science degree from IIT/Madras & an MBA from IIM/Bangalore.

Dutt Chintalapati
Founder & Chief Operating Officer

30+ years experience launching global fin tech solutions to large financial service firms. Has worked at Calypso, PWC, Santander & Lehman Brothers & has a B Com from the University of Bombay & an MBA in Finance from the University of Rochester.

Advisory Board

Robert D. Finnell

Mr. Finnell has over 30 years of experience in counseling rapidly growing private and publicly held technology companies.

He has served as Chief Legal Officer of Calypso, General Counsel of Ventaso and as Chief Legal Officer & General Counsel of PeopleSoft. Prior to PeopleSoft, he held national and international counsel roles at Ingres and The Wollongong Group.

He serves as Director of Northwoods League

Atul Dubey

Mr. Dubey serves as Senior Vice President, Global Strategy at Wolters Kluwer, where he leads the strategy development processes, evaluates new markets, and identifies potential growth opportunities

He has worked at S&P and Citigroup in senior management roles relating to strategy and operations. Prior to that he worked at Booz and Co.

Mr.Dubey began his career in manufacturing leadership assignments in pharmaceutical and industrial firms.

Pat Schena

Mr. Schena has 30+ years of experience in finance, operations, consulting and technology management

He is currently, Adjunct Assistant Professor of International Business Relations at the Fletcher School, Tufts University, and Co-Head of SovereigNet

In addition, he is an Associate-in-Research at the Fairbank Center for Chinese Studies, Harvard University. He co-founded two successful start-up providers of technology and operations services to investment managers.

Request a Demo