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Eze Software Investment Suite Review

Eze Software Investment Suite
Our score: 7.7 User satisfaction: 100%

What is Eze Software Investment Suite?

Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers. This comprehensive product suite supports user’s needs across the front, middle, and back office via its OMS, EMS and PMS modules.

Value-added integrations between the suite’s tools enable maximum workflow optimization. Plus, configuration and flexibility empower the vendor to deliver the right solution to their clients. Global reach and coverage means clients can deploy in any market, and benefit from support for their specific regulations. The vendor states that they build true partnerships with their customers by understanding their business and providing solutions to meet their needs.

Eze Software uses a high-touch consultative approach to provide support tailored to each product with no unexpected bills. Client support experts are located in 12 cities worldwide, providing clients with personalized support 24 hours a day, 5 days a week. When you call the support team, you will always speak with a live person and are assured of receiving a prompt response.

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Overview of Eze Software Investment Suite Benefits

A flexible front-to-back office technology system tailored to your needs

Eze Software offers an extensive range of capabilities for managing your portfolios through three fully integrated best-of-breed applications that can be chosen a-la-carte, combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.

By business need

Eze Software Investment Suite offers an advanced toolkit to support the business needs of asset managers. A flexible and configurable framework enables you to select features that meet your needs today while providing the scalability to enhance the solution as your company grows. Investment Suite provides an automated workflow across the investment lifecycle to help you address your enterprise’s complex challenges.

By application

This platform provides a comprehensive set of tools to support your asset management tasks to help you better management your investments. These Eze Software tools can be integrated with internal or third party apps or used individually for better efficiency in your tasks.

Applications

Eze Software offers the following applications: Execution Management System, Investor Accounting, Order Management System, and Portfolio Accounting.

By firm type

Eze Software Investment Suite is used by a diverse base of buy-side and sell-side institutions worldwide. It supports a wide range of asset classes and workflows, providing configuration, flexibility, and scale. No matter the size or type of your firm, the vendor has a solution for you. This software can be used by broker dealers, hedge funds, institutional asset managers, mutual funds/unit trusts, pension funds, endowments, and foundations, and wealth managers.

By department

Different users and business functions have different needs. Whether you are a small firm or have many units focused on different asset management tasks, Investment Suite provides the right tools for your specific requirements and workflows. The solution can be used by accounting, compliance, IT/systems, operations, portfolio management, risk management, and trading departments.

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Overview of Eze Software Investment Suite Features

  • Execution Management System
  • Investor Accounting
  • Order Management System
  • Portfolio Accounting
  • Commission Management
  • Compliance & Regulatory Reporting
  • Data Management
  • Investor & Portfolio Accounting
  • Market Data
  • Operations
  • Order Management
  • Portfolio Analytics & Modeling
  • Risk & Performance
  • Trade Execution & Analytics

Eze Software Investment Suite Position In Our Categories

Bearing in mind businesses have distinctive business needs, it is only rational they abstain from seeking a one-size-fits-all, “perfect” solution. Nevertheless, it would be hard to discover such application even among widely used software solutions. The best step to do can be to shortlist the different key aspects that need investigation including essential features, price plans, skill levels of staff members, company size, etc. After which, you should perform your research thoroughly. Have a look at some Eze Software Investment Suite reviews and look over each of the software options in your shortlist more closely. Such comprehensive research guarantee you weed out mismatched software products and subscribe to the system that provides all the tools your company requires to achieve growth.

Position of Eze Software Investment Suite in our main categories:

TOP 500

Eze Software Investment Suite is one of the top 500 Accounting Software products

If you are considering Eze Software Investment Suite it could also be beneficial to examine other subcategories of Accounting Software listed in our database of SaaS software reviews.

Enterprises have different needs and requirements and no software application can be perfect in such a condition. It is futile to try to find a perfect out-of-the-box software system that meets all your business requirements. The wise thing to do would be to customize the application for your unique requirements, worker skill levels, budget, and other factors. For these reasons, do not rush and invest in well-publicized popular applications. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your research, investigate each short-listed platform in detail, read a few Eze Software Investment Suite Accounting Software reviews, speak to the vendor for clarifications, and finally choose the application that offers what you want.

How Much Does Eze Software Investment Suite Cost?

Eze Software Investment Suite Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Eze Software Investment Suite pricing details?

Eze Software Investment Suite Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.

User Satisfaction

Positive Social Media Mentions 2
Negative Social Media Mentions 0

We know that when you choose to purchase a Accounting Software it’s important not only to find out how professionals score it in their reviews, but also to check if the real users and companies that use these solutions are genuinely content with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Eze Software Investment Suite reviews across a vast array of social media sites. The information is then featured in an easy to digest way revealing how many customers had positive and negative experience with Eze Software Investment Suite. With that information available you should be equipped to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Eze Software Investment Suite?

Eze Software’s best-of-breed applications can be combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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