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Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.
Category
Commission Management Software
Features
• Execution Management System • Investor Accounting • Order Management System • Portfolio Accounting • Commission Management • Compliance & Regulatory Reporting • Data Management • Investor & Portfolio Accounting • Market Data • Operations • Order Management • Portfolio Analytics & Modeling • Risk & Performance • Trade Execution & Analytics
License
Proprietary
Price
Contact for Pricing
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Company
Eze Commission
What is best?
• Execution Management System • Investor Accounting • Order Management System • Portfolio Accounting • Commission Management • Compliance & Regulatory Reporting • Data Management • Investor & Portfolio Accounting
What are the benefits?
• Meet the demands of MiFID II inducement regulations with tools for full transparency. • Manage your full commissions lifecycle from voting and budgeting to unbundling and research payments tracking. • Automate broker evaluations and voting in an easy-to-use cloud-based portal. • Simplify budgeting and set targets to help fulfill commitments, eliminate overspending, and track progress. • Streamline budgeting by tracking and aggregating CSAs and RPAs in one place. • Provide transparency and automate reporting on hard- and soft-dollar, mixed-use, or RPA/CSA eligible services. • Configure your commission schedules based on your own parameters. • Consolidate commission data across platforms and asset classes and report on broker relationships. • Easily request payments and access invoices electronically in one convenient system.
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
4.8
Features & Functionality
7.6
7.9
Advanced Features
7.6
8.6
Integration
7.6
9.0
Performance
7.6
9.4
Customer Support
7.6
9.2
Implementation
8.8
Renew & Recommend
8.8
Bottom Line
Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.
7.6
Editor Rating
8.3
Aggregated User Rating
3 ratings
You have rated this
Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers. This comprehensive product suite supports user’s needs across the front, middle, and back office via its OMS, EMS and PMS modules.
Value-added integrations between the suite’s tools enable maximum workflow optimization. Plus, configuration and flexibility empower the vendor to deliver the right solution to their clients. Global reach and coverage means clients can deploy in any market, and benefit from support for their specific regulations.
The vendor states that they build true partnerships with their customers by understanding their business and providing solutions to meet their needs. Eze Software uses a high-touch consultative approach to provide support tailored to each product with no unexpected bills.
Client support experts are located in 12 cities worldwide, providing clients with personalized support 24 hours a day, 5 days a week. Eze Software offers an extensive range of capabilities for managing users portfolios through three fully integrated best-of-breed applications that can be chosen a-la-carte, combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.
Eze Software Investment Suite offers an advanced toolkit to support the business needs of asset managers. Eze Software’s Investment Suite features a set of fully integrated applications that provide top rate asset management functionality to streamline the investment lifecycle. It supports a wide range of asset classes and workflows, providing configuration, flexibility, and scale no matter the size or type of the firm.
This software can be used by broker dealers, hedge funds, institutional asset managers, mutual funds/unit trusts, pension funds, endowments, and foundations, and wealth managers. Whether it’s a small firm or a firm with many units focused on different asset management tasks, Investment Suite provides the right tools for users specific requirements and workflows.
The solution can be used by accounting, compliance, IT/systems, operations, portfolio management, risk management, and trading departments.
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