Eze Investment Suite Pricing, Features, Reviews & Comparison of Alternatives

Eze Investment Suite

Suite of tools for investment management

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Eze Investment Suite overview

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.


Pricing options
Value for money
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Business size



United States, Asia, Australia, Canada, China, Europe, Germany

Supported languages


Eze Investment Suite reviews

There are currently no reviews of Eze Investment Suite.

Eze Investment Suite pricing

Pricing options
Free trial
View Pricing Plans

Contact SS&C for pricing information.

Eze Investment Suite features

Accounting Management
Compliance Management
Customizable Reporting
Invoice Management
Real Time Data

API (214 other apps)
Accounting Integration (146 other apps)
Activity Dashboard (163 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (147 other apps)
Data Import/Export (140 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Financial Analysis (103 other apps)
Invoice Processing (124 other apps)
Multi-Currency (131 other apps)
Reporting & Statistics (182 other apps)
Third Party Integration (147 other apps)
Workflow Management (115 other apps)

Additional information for Eze Investment Suite

Key features of Eze Investment Suite

  • 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
View All Features