Eze Investment Suite vs FundPortal

Starting Price

Not provided by vendor

$300.00/month

Best For

Eze Investment Suite is designed to scale for clients ranging from start-up hedge funds to large traditional asset managers. The system is enabled to handle a broad range of unique workflows.

Hedge Fund Managers, placement agencies, 3rd party marketers

Rating

(0) (0)

Ideal number of Users

1 - 499

1 - 999

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

  • check Compliance Management
  • close Contact Management
  • check Investor Accounting
  • check Investor Reporting
  • check P&L Calculation
  • check Partnership Accounting
  • check Performance Analysis
  • check Portfolio Analysis
  • check Portfolio Management
  • check Compliance Management
  • check Contact Management
  • close Investor Accounting
  • check Investor Reporting
  • close P&L Calculation
  • close Partnership Accounting
  • check Performance Analysis
  • check Portfolio Analysis
  • close Portfolio Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Eze Investment Suite vs FundPortal

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