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.

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.


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

Bearing in mind companies have specific business demands, it is prudent they steer clear of selecting an all-in-one, “perfect” business program. Still, it is hard to find such a software product even among well-known software solutions.
The clever thing to undertake can be to set down the different vital aspects that merit scrutiny including critical features, costing, technical skill levels of staff members, business size, etc. Thereafter, you must perform the research through and through. Have a look at some Eze Software Investment Suite review articles and scrutinize the other software options in your list in detail. Such comprehensive research can make sure you drop ill-fitting apps and pay for the system which offers all the function you require business requires for success.

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 interested in Eze Software Investment Suite it might also be a good idea to analyze other subcategories of Accounting Software listed in our database of B2B software reviews.

Every company has different requirements and needs an application that can be personalized for their size, kind of workers and customers, and the particular industry they are in. For these reasons, no system can proffer perfect features off-the-shelf. When you try to find a software system, first be sure what you need it for. Read some Eze Software Investment Suite Accounting Software reviews and ask yourself do you desire basic tools or do you want complex tools? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these queries to aid your search. There are lots of aspects that you need to mull over and these include your budget, specific business requirements, your company size, integration needs etc. Take your time, try out a few free trials, and finally select the app that provides all that you want to enhance your company effectiveness and productivity.

How Much Does Eze Software Investment Suite Cost?

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 realize that when you make a decision to buy Accounting 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


  • 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

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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.

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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Reviewed By Nestor Gilbert
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