Course: Mastering Eze Investment Suite

Wednesday, October 25 at 1:30 pm | The Four Seasons Orlando

Mastering Eze Investment Suite is an instructor-led training course that builds on the success of our most popular 2016 Eze Advance session, Eze OMS Tips & Tricks, providing a hands-on deep dive into the productivity tips and tools available, such as view management, reporting, automation, accessibility, grid configuration, workrooms, and more. It is designed to help you learn the critical skills and workflows needed to enhance productivity across your firm, increase user efficiency, and optimize your investment in Eze Investment Suite. Come for as much or as little as you need.

The course will focus on Eze OMS and will be from 1:30 pm to 5:30 pm. You will learn how to:

  • Easily configure columns, views, and toolbars to meet your firm’s unique business needs
  • Identify key data and/or critical actions that need to be taken
  • Quickly create workrooms, build templates, and share workrooms across users
  • View data the way you want to with aggregated cuts of meaningful data
  • Create and automate distribution of reports on exposure, P&L, and more

Why Attend?

  • Improve productivity and optimize your workflows with recommendations on best practices
  • Increase efficiency and collaboration across the firm
  • Gain practical skills you can use on the job today
  • Become a more valuable member of your team

This session is ideal for trading and operations personnel and there are no prerequisites for attending.

For this inaugural session only, we’ll be comping the $199 course fee for all attendees.

Attendance is limited so register today so you don’t miss out!

If you have already registered for the conference and need to extend your hotel stay, please email registration@garnishevent.com to add an additional night to your reservation at the $299/per night rate.


Note: you must register for 2017 Eze Advance prior to signing up for this course. Need to register? Click here.