Eze Investment Suite

Eze Investment Suite

Suite of tools for investment management

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Eze Investment Suite Overview

Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance. The platform is suitable for investors in sectors including hedge funds, family offices, offshore, venture capital, real estate, buy side firms, sell side firms, and more, and offers a specific product - Eze Eclipse - for start-ups and emerging equity firms.

Designed to help investment firms manage and digitize their unique investment workflow needs, Eze Investment Suite offers a range of fully integrated products which can be used in any combination or as standalone tools. Businesses can utilize the suite of tools to manage investment, investors, accounting, portfolios, assets, commissions, and more. Firms can connect with their clients, as well as custodians, fund admins, prime brokers, and clearing platforms from within Eze Investment Suite, and communications are streamlined with cloud-based reporting, history tracking, portfolios, and real-time data access.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe, Germany, United States

Supported Languages

English

Eze Investment Suite Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact SS&C for pricing information.

Eze Investment Suite Features

  • Accounting Management
  • Compliance Management
  • Customizable Reporting
  • Invoice Management
  • Real Time Data

  • API
  • Accounting Integration
  • Activity Dashboard
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Processing
  • Multi-Currency
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Eze Investment Suite

Key features of Eze Investment Suite

  • Account Reconciliation
  • Accounting Management
  • Archiving & Retention
  • Audit Trail
  • Benchmarking
  • Commission Management
  • Compliance Management
  • Fixed Asset Management
  • General Ledger
  • Order Management
  • Performance Metrics
  • Portfolio Management
  • Real Time Reporting
  • Risk Alerts

Eze Investment Suite FAQs

Below are some frequently asked questions for Eze Investment Suite.

Q. What type of pricing plans does Eze Investment Suite offer?

Eze Investment Suite offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Contact SS&C for pricing information.

Q. What are the main features of Eze Investment Suite?

Eze Investment Suite offers the following features:

  • Account Reconciliation
  • Accounting Management
  • Archiving & Retention
  • Audit Trail
  • Benchmarking
  • Commission Management
  • Compliance Management
  • Fixed Asset Management
  • General Ledger
  • Order Management
  • Performance Metrics
  • Portfolio Management
  • Real Time Reporting
  • Risk Alerts

Q. Who are the typical users of Eze Investment Suite?

Eze Investment Suite has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Eze Investment Suite support?

Eze Investment Suite supports the following languages:

English

Q. What type of pricing plans does Eze Investment Suite offer?

Eze Investment Suite has the following pricing plans:

Subscription

Q. Does Eze Investment Suite support mobile devices?

We do not have any information about what devices Eze Investment Suite supports

Q. What other apps does Eze Investment Suite integrate with?

We do not have any information about what integrations Eze Investment Suite has

Q. What level of support does Eze Investment Suite offer?

Eze Investment Suite offers the following support options:

Online Support, Phone Support