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

Key Terms

etf financial

An ETF, or exchange-traded fund, is like a basket of different investments such as stocks or bonds that you can buy or sell easily on the stock market, just like a regular share. It allows people to invest in many companies at once, making it a simple way to grow savings without picking individual stocks.

order routing technical

Order routing is the process brokers use to send a customer's buy or sell instruction to the place where it will be executed, such as an exchange, market maker, or alternative trading venue. It matters to investors because where and how an order is routed can affect the price received, speed of execution, and likelihood the trade will fill — like choosing the fastest checkout line or the store with the best sale to get the best deal.

portfolio compliance regulatory

Portfolio compliance is the process of checking that an investment portfolio follows the rules set by laws, client agreements, and internal policies — like making sure a recipe’s ingredients and steps are followed. It matters to investors because adherence prevents legal penalties, reduces unexpected risk, preserves the intended investment strategy, and protects trust; noncompliance can change returns or expose owners to fines and reputational damage.

post trade technical

Post trade describes the set of actions that happen after a buy or sell order is executed, such as confirming the deal, moving the security into the buyer’s account, transferring money to the seller, and recording the transaction. It matters to investors because these steps determine when ownership and cash actually change hands, the costs and risks involved (like failed transfers or delays), and how quickly they can use or sell the asset — similar to exchanging keys and payment after agreeing to buy a car.

Selection underscores SS&C’s leadership in powering next-generation ETF managers

WINDSOR, Conn.--(BUSINESS WIRE)-- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Rareview Capital LLC, an SEC-registered investment advisor with more than $500 million in assets under management, has selected SS&C’s Eze OMS with hosted services to support its growing ETF business.

Rareview Capital’s selection reflects a growing need among ETF managers for technology to support increasingly complex strategies without requiring custom development or large operational teams. Eze OMS gives managers the infrastructure to scale efficiently, streamline daily processes and improve operational accuracy.

"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," said Neil Azous, Founder and CIO of Rareview Capital. “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."

Based in Las Vegas, Nevada, Rareview Capital needed a solution to scale with its growth and provide streamlined, user-friendly workflows for their daily investment operations, without the need for custom development. The asset manager launched several innovative ETFs in the past few years, including a cryptocurrency and metals fund and a long/short systematic equity ETF. Eze OMS enables Rareview to execute across markets while gaining real-time visibility into P&L and multi-asset exposure management, enhancing efficiency and accuracy.

Eze OMS offers ETF-ready workflows out of the box, including:

• Create and redeem processing
• Basket management, portfolio compliance and rebalancing analytics
• Order routing and execution across equities, derivatives and fixed income
• Post trade connectivity to custodians and administrators

"We are excited to partner with Rareview Capital as they scale their ETF business and diversify across asset classes," said Karen Geiger, Co-Head of Wealth & Investment Technologies at SS&C. "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."

About Rareview Capital

Rareview Capital is a registered investment adviser and ETF sponsor. We build goals-based investment management strategies. Learn more at www.rareviewcapital.com.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services, insurance and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services, insurance and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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View source version on businesswire.com: https://www.businesswire.com/news/home/20260128425781/en/

Brian Schell | Chief

Financial Officer, SS&C

Technologies

Tel: +1-816-642-0915 | Email:

InvestorRelations@sscinc.com

Justine Stone | Investor

Relations, SS&C Technologies

Tel: +1-212-367-4705 | Email:

InvestorRelations@sscinc.com

Media Contacts

Breanna King

Prosek Partners

Email: pro-SSC@prosek.com

Source: SS&C