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Eze Investment Suite
Eze Investment Suite

Eze Investment Suite

By Eze Software


  •  437 Interested

Highlights : About Eze Investment Suite

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Investor Tax Management

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Partnership Accounting

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Flexible Allocation Methods

About Eze Investment Suite

Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance. The platform is suitable for investors in sectors including hedge funds, family offices, offshore, venture capital, real estate, buy side firms, sell side firms, and more, and offers a specific product - Eze Eclipse - for start-ups and emerging equity firms. Designed to help investment firms manage and digitize their unique investment workflow needs, Eze Investment Suite offers a range of fully integrated products which can be used in any combination or as standalone tools. Businesses can utilize the suite of tools to manage investment, investors, accounting, portfolios, assets, commissions, and more. Firms can connect with their clients, as well as custodians, fund admins, prime brokers, and clearing platforms from within Eze Investment Suite, and communications are streamlined with cloud-based reporting, history tracking, portfolios, and real-time data access.

Specifications

  24/7 Support
Yes
  Business Size
Mid-Market
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Automated Execution

Bond Management

Commodity Futures

Compliance Reporting

Custom Query Support

Equities

Fee Management

Flexible Allocation Methods

Flexible Data Models

Fund Management

Graphical Charting

Investments Tracking

Investor Accounting

Investor Profile

Investor Reporting

Investor Tax Management

P&L Calculation

Partnership Accounting

Performance Analysis

Portfolio Accounting

Portfolio Analysis

Risk Management

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