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Eze Software Investment Suite Review

Eze Software Investment Suite OUR SCORE 77%
starting price By quote
our score 77%
free trial
  1. What is Eze Software Investment Suite
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Eze Software Investment Suite?

Eze Software Investment Suite is a software package composed of various investment management solutions, tools, and modules. The primary objective of this comprehensive, feature-rich and versatile software suite is to help financial firms, financial asset managers, and fund administrators expedite their processes and tasks, permitting them to work more efficiently and deliver quality services to their clients. Eze Software Investment Suite caters to the needs of users, whether they belong to the sell-side or buy-side sector. Moreover, they will be able to integrate the software package with a variety of third-party and in-house applications, a capability that helps them handle investment portfolios seamlessly.

Product Quality Score

Ease of use
Customer support
Value for money

Eze Software Investment Suite features

Main features of Eze Software Investment Suite are:

  • Commission Management
  • Trade Execution & Analytics
  • Order Management
  • Investor & Portfolio Accounting
  • Market Data
  • Investor Accounting
  • Portfolio Accounting
  • Execution Management System
  • Risk & Performance
  • Portfolio Analytics & Modeling
  • Compliance & Regulatory Reporting
  • Order Management System
  • Data Management
  • Operations

Eze Software Investment Suite Benefits


The main benefits of Eze Software Investment Suite are, it expedites and improves the front-end and back-end processes of sell-side and buy-side financial management firms and professionals, makes it easy for users to achieve scalability, integrates with various third-party and in-house applications to help users attain maximum efficiency and productivity, and offers modules and tools that can be leveraged by specific departments or teams within a company or firm. Find out how Eze Software Investment Suite can transform the way you handle financial investments and assets and serve your clients by reading the following discussion:

Enhances Processes of Users 

Eze Software Investment Suite is a comprehensive, feature-rich, and versatile investment management software suite that can accelerate and enhance the processes and tasks being executed and performed by sell-side or buy-side financial management firms and professionals. Handling both the front-end and back-end aspects of investment portfolio management, Eze Software Investment Suite is designed to improve efficiency, productivity, and profitability.

Supports Simple and Complicated Investment Management Processes

The investment management software suite addresses the specific needs of financial firms, financial asset managers, and fund administrators, no matter how simple or complicated those needs are. This makes it easy for them to attain scalability, which means the suite can adjust to their own needs and requirements as they expand their operations and handle more complicated investment management processes.

Integrates with Various Third-Party and In-House Applications

Eze Software Investment Suite supports integration with various third-party and in-house applications and tools. Because of this, users will be able to manage investment portfolios better. Users are given the opportunity to select only the investment management tools they need and seamlessly connect them to their existing systems.

Offers Modules and Tools to Specific Departments or Teams

The suite employs a modular software approach. It offers modules and tools created to meet the specific processes, needs, and requirements of different departments and teams within a company or firm. Users can leverage the appropriate modules and tools they need, whether they belong to the accounting, compliance management, trading, IT, or operations department or team.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Eze Software Investment Suite Integrations

The following Eze Software Investment Suite integrations are currently offered by the vendor:

  • Third-Party Applications
  • In-House Tools


Customer Support


Pricing Plans

Eze Software Investment Suite pricing is available in the following plans:

Free trial
Quote-based Plan
Contact vendor