RMD & Distribution Tracking for Hedge Fund Operations Managers with SS&C Eze
The Problem
Missing an RMD for a Hedge Fund Ops client triggers a 25% excise tax — and tracking them across custodians in Bloomberg AIM is a manual audit every December.
What We Build in SS&C Eze
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running SS&C Eze — uses the native API or agent integration so nothing leaves the system of record.
SS&C Eze Integration Approach
Audit your SS&C Eze configuration
We map the specific SS&C Eze objects, custom fields, and workflows the automation needs to touch for your hedge fund ops practice.
Build on the SS&C Eze API or agent
Integration happens inside SS&C Eze — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SS&C Eze with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SS&C Eze instance
30-minute call. We'll look at your actual SS&C Eze setup and show exactly how this workflow fits.