Rareview Capital Chooses SS&C's Eze OMS to Drive ETF Growth

Rareview Capital LLC, an SEC-registered investment advisor with over $500 million in assets, has selected SS&C Technologies' Eze Order Management System (Eze OMS) to bolster its growing Exchange-Traded Fund (ETF) operations. This partnership highlights SS&C's dominance in equipping modern ETF managers with the necessary technology to handle increasingly sophisticated strategies without the burden of custom development.

Neil Azous, Founder and CIO of Rareview Capital, emphasized that Eze OMS's intuitive workflows and comprehensive asset coverage align perfectly with the firm's operational requirements, eliminating the need for extensive customization. The platform facilitates daily investment operations, including the management of creations and redemptions across various asset classes such as equities, fixed income, futures, and options. Rareview's decision to implement Eze OMS positions them well to scale efficiently, streamlining workflows and improving operational accuracy.

Rareview Capital, based in Las Vegas, has introduced innovative ETFs, including one focusing on cryptocurrency and metals, and a long/short systematic equity ETF. Eze OMS provides the infrastructure necessary for executing transactions across multiple markets, while also offering real-time insights into profit and loss as well as multi-asset exposure management.

Eze OMS's capabilities include out-of-the-box ETF-ready workflows such as creation and redemption processing, order routing, execution across various asset types, and post-trade connectivity. Karen Geiger, Co-Head of Wealth & Investment Technologies at SS&C, expressed enthusiasm for partnering with Rareview Capital to support their ETF growth and diversification strategies.

With Eze OMS, Rareview Capital can optimize its operational efficiency, aligning its investment lifecycle for long-term growth—highlighting the critical role technology plays in the evolving landscape of ETF management.

The recent partnership between Rareview Capital and SS&C Technologies, selecting Eze OMS to enhance their ETF operational capabilities, highlights a significant trend in the asset management industry, particularly concerning the growth of ETFs. This collaboration underscores SS&C’s position as a leading provider of technology solutions tailored to the demands of modern ETF managers who require efficient systems to manage complex investment strategies.

For investors and market participants, this announcement signals a few critical considerations. First, the selection of Eze OMS indicates Rareview's commitment to optimizing operational efficiency, which is essential for any financial institution aiming to remain competitive in the rapidly evolving ETF landscape. The platform’s capabilities—specifically its ETF-ready workflows, real-time visibility into profitability, and order execution across multiple asset classes—will likely improve Rareview’s ability to manage risk and leverage investment opportunities promptly.

Additionally, as more firms look to launch or expand their ETF offerings, reliance on sophisticated technology is set to increase. This trend opens avenues for investors seeking to identify ETF managers that leverage advanced operational infrastructures. Firms utilizing modern OMS solutions may yield better performance through streamlined processes and enhanced adaptability to market conditions.

Investors should keep an eye on Rareview Capital as it implements these systems, particularly its innovative ETF strategies, including those focused on cryptocurrency and systematic equity. The success or challenges faced during this integration phase can serve as a benchmark for assessing the viability and scalability of emerging ETF managers.

In conclusion, Rareview's choice to adopt Eze OMS signifies an important evolution in the ETF sector, emphasizing the critical role of technology in operational efficiency. Market participants would do well to evaluate ETF managers not only on their investment strategies but also on their operational backbone, as this will likely influence long-term success amid an increasingly competitive environment.