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Technology Resource Centre

Welcome to our technology content channel sponsored by Eze Castle Integration, where you'll find great content on a variety of technology and operations topics, such as managed services, cyber security, due diligence, outsourcing and more.

For more than two decades, Eze Castle Integration has been the premier provider of technology solutions to the investment management industry, servicing hedge funds, private equity firms and other financial services organizations. We support more than 650 clients around the world - a true testament to the global network of clients and partners we have connected with. Our IT and private cloud services are industry-leading, and we pride ourselves on providing the highest quality levels of service and support to our clients each and every day, 24x7x365.

From 3-user startups to 300+ user established funds, we assist investment firms around the world with their IT, cybersecurity, outsourcing and technology consulting needs.


Top 10 IT security audit gaps and how to avoid them

Fri, 28/04/2017 - 10:20

When it comes to cybersecurity, the list of potential gaps is expansive ranging from technology to human. To help identify where your firm may be lacking, here is a list of the top 10 most commonly identified gaps found during an IT audit/risk assessment.  »

Kaleigh Alessandro, Eze Castle Integration

Here are investment managers’ biggest cyber security fears

Tue, 25/04/2017 - 09:12

By Kaleigh Alessandro (pictured), Eze Castle Integration – There’s a lot to fear in the cyber world and hackers’ techniques are only getting more advanced. Their weapons of choice vary in scope and substance, but regardless of the threat actor, investment management firms must employ rigid and resilient protections to ward off the equally sophisticated cyber threats that continue to surface.  »


How and why private equity firms are transforming the back office

Tue, 18/04/2017 - 08:45

For private equity fund managers, the daily task list is growing in both its length and its complexity – and in many cases, these tasks fall outside the scope of a manager’s expertise or general interest. Technology, for example, is not a hidden skill most fund managers or C-level execs can tout. And as IT evolves and its complexity grows, many private equity firms are looking for opportunities to evolve the back office and leverage outsourced support – freeing up managers to spend more time on what they do best – raising and investing in successful funds. »

Stairway to clouds

When to make the move to the cloud: typical inflection points

Fri, 07/04/2017 - 09:37

For newly emerging investment firms or long-standing established ones, the choice to adopt a cloud-based architecture is becoming an easy one. Few firms have a business model where an in-house Comm. Room makes strategic or economic sense. And even for those who have the means to do so, managing and maintaining all levels of IT on-premise may not always make the most business sense. »

SEC logo

The investment manager’s guide to business continuity compliance

Tue, 28/03/2017 - 09:36

In today’s unpredictable world, it’s more critical than ever that investment managers and advisers establish plans to keep their businesses from experiencing undue harm. Daily business operations can be impacted by a wide variety of scenarios– from the most threatening, large-scale disasters (like terrorism, natural disasters, etc.) to more common, user-provoked errors. But regardless of the size and scope of the disruption, today’s financial firms are often ill-prepared to restore operations in a timely manner – and with minimal impact to the firm. »

Phishing hook

Cyber safety best practices: How to avoid phishing scams 

Wed, 22/03/2017 - 10:36

Social engineering schemes continue to grow in their sophistication, and phishing campaigns, in particular, are causing concern as they make their way to employee inboxes. These fraudulent email campaigns appear legitimate and take advantage of employees who are often too busy or simply unprepared to identify a scam (disclaimer: phishing is not specific to email; scams occur via phone & other communication methods also).  »

Mary Beth Hamilton, Eze Castle Integration

Where CFOs/COOs and CTOs agree and disagree on outsourcing

Thu, 16/03/2017 - 10:35

By Mary Beth Hamilton (pictured), Vice President, Eze Castle Integration – It’s inevitable for C-level execs at hedge funds and private equity firms to have differing opinions from time to time, and outsourced IT can sometimes be an area that breeds tension at the management level. On one hand, Chief technology officers (CTOs) are engrossed in every level of technology, from application management to security to disaster recovery, and they have a vested interest in concerns from user experience to business continuity and beyond.  »

Cloud jigsaw

Five reasons why it’s time to consider the cloud

Fri, 10/03/2017 - 08:39

Traditionally, hedge funds and private equity firms have allocated significant capital budgets to build out their own sophisticated Communication (Comm.) Rooms, which can take months to provision and bring online. With servers to buy and install, software to license and configure, and voice/networks to deploy – not to mention recruiting, hiring, and managing expensive and hard-to-find IT talent – it’s no wonder cloud solutions have emerged as the dominant choice for computing infrastructures at investment firms large and small. »

Mark Coriaty, Eze Castle Integration

Cost, complexity & security drive hedge fund outsourcing

Mon, 06/03/2017 - 14:50

Outsourcing has not only become an accepted practice among hedge fund managers, it has become a necessity as funds large and small seek out ways to control their costs, manage their internal resources more effectively, and overcome the ever growing challenge of regulatory compliance.  »

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