SS&C Eze
It provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of your trade ideas and make informed investment decisions.
Core Features
Wealth Management Features
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Portfolio Management
Stock Portfolio Management Features
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
Hedge Fund Features
  • Compliance Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
  • Phone
Knowledge Base
  • Help Guides
  • On-Site Training
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