Eze Software

Eze Investment Suite

5 / 5 1 review

Who Uses This Software?

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.


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Eze Software
  • www.ezesoft.com
  • Founded 1995
  • United States

About Eze Investment Suite

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems.


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Eze Investment Suite Features

  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Eze Investment Suite Reviews


A perfect fit for back-office fund accounting

Jul 09, 2010
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Is a great double check to our admin. Also very useful for investor services and management companies. We looked at every investment partnership/shareholder accounting system on the market and Penny was the only one that handled everything.

Cons: None. We love the product and the people that support it

Overall: Highly recommend it!!