AppFolio Investment Management vs Eze Investment Suite

Starting Price

$1.00/month

Not provided by vendor

Best For

Investment managers who rely heavily on customer interactions

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.

Rating


5 / 5
(1)

(0)

Ideal number of Users

1 - 499

1 - 499

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Product Features

  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • close Risk Management
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

View 3 screenshots 163752 thumb
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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
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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AppFolio Investment Management vs Eze Investment Suite

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