Audience

Professional users in need of an application for a complete front-to-back investment experience

About Eze Investment Suite

Best-in-class applications for a complete front-to-back investment experience covering all your operational needs across the enterprise. Eze Investment Suite is your one-stop-shop for a complete, front-to-back investment experience across all asset classes. Eze Investment Suite’s flexible, user-centered design empowers your users to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across your firm. Users can easily slice and dice data at any level ensuring they have the right information at their fingertips to make fast, accurate decisions. Achieve complete straight-through processing and design your own investment ecosystem. Eze Investment Suite provides an open, vendor-neutral architecture that enables you to connect with virtually any third-party platform or downstream, internal system. Flexible APIs paired with an extensive library of on-demand interfaces allow you to integrate platforms and counterparties across your firm.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

SS&C Eze
Founded: 1995
United States
www.ezesoft.com/solutions/eze-investment-suite-overview

Videos and Screen Captures

Eze Investment Suite Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support

Eze Investment Suite Frequently Asked Questions

Q: What kinds of users and organization types does Eze Investment Suite work with?
Q: What languages does Eze Investment Suite support in their product?
Q: What kind of support options does Eze Investment Suite offer?
Q: Does Eze Investment Suite have a mobile app?
Q: What type of training does Eze Investment Suite provide?
Q: Does Eze Investment Suite offer a free trial?

Eze Investment Suite Product Features

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Contact Management

Investment Management

Accounting Management
Benchmarking
Commodities
Fund Management
Performance Metrics
Portfolio Management
Risk Management
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
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