Overview

About Eze Investment Suite

Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. 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.

At a glance

Software information

Industries served, licensing and the support Eze Investment Suite provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
On-Site Training

Languages (1)

English

No reviews submitted yet.

Be the first one to review

Capabilities

Eze Investment Suite features

The full feature set, grouped by module.

Wealth Management Software

Client Portal
Data Import/Export
Financial Planning
Investment Tracking
Portfolio Management

Stock Portfolio Management Software

Portfolio Accounting
Portfolio Rebalancing
Risk Management

Hedge Fund Software

Compliance Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Profit/Loss Statement

Investment Management Software

Fund Management
Investment Tracking
Portfolio Management
Reporting

Plans

Eze Investment Suite pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

This profile is not fully claimed

Do you own or represent Eze Investment Suite? Verify your business email to claim and manage this Goodfirms profile.

Request claim