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Eze Software Investment Suite REVIEW

Accounting & Finance Software

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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.

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

Eze Software’s Investment Suite features a set of fully integrated applications that provide top rate asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems.


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.

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

Position of Eze Software Investment Suite in our main categories:


Eze Software Investment Suite is one of the top 200 Accounting & Finance Software products


Eze Software Investment Suite is one of the top 200
Accounting & Finance Software products

If you are interested in Eze Software Investment Suite it may also be a good idea to analyze other subcategories of Best Accounting & Finance Software collected in our database of B2B software reviews: E-Signature Software, ERP Software, Accounts Receivable Software

Organizations have diverse needs and requirements and no software application can be just right in such a scenario. It is futile to try to find a perfect out-of-the-box software system that meets all your business needs. The smart thing to do would be to customize the application for your special wants, staff member skill levels, budget, and other elements. For these reasons, do not rush and pay for well-publicized leading applications. Though these may be widely used, they may not be the perfect fit for your particular wants. Do your groundwork, check out each short-listed system in detail, read a few Eze Software Investment Suite reviews, contact the seller for explanations, and finally select the product that presents what you require.

How Much Does Eze Software Investment Suite Cost?

Eze Software Investment Suite Pricing Plans For Enterprises & Small Business:

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

User Satisfaction

We realize that when you make a decision to buy Accounting & Finance Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Eze Software Investment Suite reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Eze Software Investment Suite. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Eze Software Investment Suite pricing details?

Eze Software Investment Suite Pricing Plans:

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

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.

User reviews

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