Magellan Asset Management, the Sydney-based investment management firm, has partnered with financial technology provider ConvergEx Group to help streamline its investment management processes.

Magellan specialises in global equities and global listed infrastructure strategies for institutional, high net worth and retail investors. The decision to adopt ConvergEx Eze OMS comes as the firm seeks a system that offers both portfolio management and a compliance functionality.

Eze OMS will assist by integrating the daily workflow, including cash ladder reporting, third-party integration, portfolio modelling, trade entry and compliance in a single platform. 

ConvergEx has some 4,000 clients in 100 global markets.