App comparison
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Eze Investment Suite
Suite of tools for investment management
Eze Investment Suite Alternatives & Competitors (2026)
Top 5 free alternatives
Sharesight
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment portfolio tracking & reporting
Value for money
Starting price
Functionality
Historical Reporting
5/5
Portfolio Reporting
4.5/5
Tax Management
3/5
Top Features
Investor Management
N/A
General Ledger
N/A
Profit/Loss Statement
N/A
Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
Value for money
Starting price
Functionality
Team Assignments
5/5
Pipeline Management
5/5
Lead Management
5/5
Top Features
Order Management
N/A
Investor Reporting
N/A
Automated Execution
N/A
Macabacus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The fastest way to get more done in Microsoft 365
Value for money
Starting price
Functionality
Template Management
5/5
Financial Management
5/5
Formula Management
4.7/5
Top Features
Portfolio Analysis
N/A
General Ledger
N/A
Fund Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise Class Equity Management & Reporting Software
Value for money
No pricing info
Starting price
Functionality
Incentive Management
5/5
Grant Management
5/5
Real-Time Reporting
5/5
Top Features
Investor Management
N/A
Investments Tracking
N/A
Portfolio Accounting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based property management software
Value for money
Starting price
Functionality
Transaction Management
5/5
Preventive Maintenance
5/5
Drag & Drop
5/5
Top Features
Performance Analysis
N/A
Order Management
N/A
Automated Execution
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Portfolio management and accounting analysis software
Value for money
Starting price
Functionality
Performance Metrics
5/5
Risk Reporting
N/A
Dashboard
N/A
Top Features
Automated Execution
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Commercial real estate property & investment management
Value for money
Starting price
Functionality
Commercial Property Management
N/A
Vendor Management
N/A
For Brokers
N/A
Top Features
Monitoring
N/A
Investor Reporting
N/A
Profit/Loss Statement
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Trading and portfolio management solution for hedge funds
Value for money
No pricing info
Starting price
Functionality
Client Management
N/A
Risk Assessment
N/A
Alerts/Notifications
N/A
Top Features
Real-Time Data
N/A
Monitoring
N/A
Commodity Futures
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate CRM and transaction management solution
Value for money
No pricing info
Starting price
Functionality
Data Import/Export
4.6/5
Performance Metrics
4/5
Investments Tracking
4/5
Top Features
Portfolio Management
N/A
Fund Management
N/A
For Hedge Funds
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Crypto portfolio management platform
Value for money
Starting price
Functionality
Portfolio Management
5/5
Performance Metrics
5/5
Dashboard
4.9/5
Top Features
Investor Reporting
N/A
Investor Management
N/A
Portfolio Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
End-to-End Software for Alternative investment market
Value for money
No pricing info
Starting price
Functionality
Activity Dashboard
4.5/5
Investments Tracking
4.3/5
Data Import/Export
4/5
Top Features
Real-Time Reporting
N/A
Investment Management
N/A
General Ledger
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment management platform for private markets
Value for money
Starting price
Functionality
Client Management
5/5
Investments Tracking
5/5
Fund Management
5/5
Top Features
Risk Management
N/A
Investment Management
N/A
General Ledger
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealth management software solution
Value for money
No pricing info
Starting price
Functionality
Version Control
5/5
Reporting/Analytics
5/5
Forms Management
5/5
Top Features
Real-Time Reporting
N/A
Investor Management
N/A
Investments Tracking
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Platform that enables apps to connect with bank accounts
Value for money
Starting price
Functionality
Secure Data Storage
5/5
KYC Compliance
5/5
Access Management
5/5
Top Features
Investor Reporting
N/A
Investor Management
N/A
Accounting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate investment management solution
Value for money
Starting price
Functionality
Lead Management
5/5
Fee Management
5/5
Customer Database
5/5
Top Features
Monitoring
N/A
Investor Reporting
N/A
Profit/Loss Statement
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Investment Management Software
Value for money
Starting price
Functionality
Document Management
5/5
Workflow Management
5/5
Portfolio Management
5/5
Top Features
Order Management
N/A
Commodity Futures
N/A
Fee Management
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management tool to digitize cap tables & equity plans
Value for money
Starting price
Functionality
Valuation Management
5/5
Private Equity
5/5
Investor Reporting
5/5
Top Features
Investor Management
N/A
Investment Management
N/A
Profit/Loss Statement
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Equity management solution for public & private firms
Value for money
No pricing info
Starting price
Functionality
Real-Time Data
5/5
Investor Reporting
5/5
Audit Trail
5/5
Top Features
Investment Management
N/A
Profit/Loss Statement
N/A
Portfolio Analysis
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The WOWS Investment Portal. One Portal. Everything You Need.
Value for money
Starting price
Functionality
Data Import/Export
4.9/5
Risk Management
4.8/5
Client Management
4.8/5
Top Features
Order Management
N/A
Monitoring
N/A
Real-Time Reporting
N/A
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn insights to investments with Morningstar Direct.
Value for money
No pricing info
Starting price
Functionality
Financial Analysis
4.4/5
Performance Metrics
4.3/5
Reporting/Analytics
4.2/5
Top Features
Real-Time Reporting
N/A
Investment Management
N/A
General Ledger
N/A