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Eze Investment Suite

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

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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
  • Investment-management
1 Industry
  • English
1 Language

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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • On-Site Training

Eze Investment Suite Core Features

Wealth Management

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

Stock Portfolio Management

  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management

Hedge Fund

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

Investment Management

  • 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
Vendor pricing page

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