About Eze Investment Suite

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.

Devices

Business size

S M L

Markets

United States, Canada, Australia, China, Germany

Supported Languages

English

Features

Total features of Eze Investment Suite: 29

  • Account Reconciliation
  • Accounting Management
  • Alerts / Escalation
  • Archiving & Retention
  • Audit Trail
  • Benchmarking
  • Budgeting
  • Commission Management
  • Compliance Management
  • Customizable Reporting
  • Fixed Asset Management
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Historical Analysis
  • Invoice Management
  • Monitoring
  • Order Management
  • Order Processing
  • Performance Metrics
  • Portfolio Management
  • Progress Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Request Routing
  • Resource Allocation
  • Risk Alerts

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Eze Investment Suite FAQs

Below are some frequently asked questions for Eze Investment Suite.

Eze Investment Suite offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Contact SS&C for pricing information.

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

Eze Investment Suite has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Eze Investment Suite supports the following languages:

English

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

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

Eze Investment Suite offers the following support options:

Phone Support, Online Support

Related categories

See all software categories found for Eze Investment Suite.