Reimagine the single platform experience with the leading cloud-based ecosystem.

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.
SS&C Eze
1995
United States
1 Industry
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • On-Site Training

Media

Eze Investment Suite

Eze Investment Suite Core Features

Focus of Wealth Management Feature
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
Focus of Stock Portfolio Management Feature
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
Focus of Hedge Fund Feature
  • Compliance Management
  • Investor Accounting
  • Investor Reporting
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement
Focus of Investment Management Feature
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Reporting

Eze Investment Suite Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based

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