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SS&C Eze

Eze Investment Suite

Composite Score

8.3 /10

CX Score

8.7 /10

7 Reviews Write a Review

Claim Software

What is Eze Investment Suite?

Eze Software Investment Suite is a comprehensive investment management solution designed to meet the needs of buy-side and sell-side asset managers. Eze Software offers an extensive range of capabilities for managing your portfolios through three fully integrated best-of-breed applications that can be chosen a-la-carte, combined together to create a powerful, tightly integrated front-to-back solution, or integrated with third-party systems.

Company Details

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Eze Investment Suite Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

100 Plan to Renew

96 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+100 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Eze Investment Suite?

10% Negative

0% Neutral

90% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 93

Asset Management

100

Portfolio Management

100

Investor Relations Management

Fund Management

Banking Risk Management

Mergers and Acquisitions

Multi Currency

Trade Management

Investment Accounting

Contact Management

Compliance Management

Vendor Capability Ratings

Average 93

Ease of IT Administration

100

Business Value Created

100

Product Strategy and Rate of Improvement

Quality of Features

Vendor Support

Ease of Implementation

Availability and Quality of Training

Usability and Intuitiveness

Breadth of Features

Ease of Customization

Ease of Data Integration

Eze Investment Suite Reviews

Seren V.

Role: Operations
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2024

Resources for Investment Plan

Likeliness to Recommend

8 /10

What differentiates Eze Investment Suite from other similar products?

The evaluation of all investment plans is something considered functional

What is your favorite aspect of this product?

The powerful extraction of new information in matters investment is something extensively discussed

What do you dislike most about this product?

The support lacks an automatic response team like a bot

What recommendations would you give to someone considering this product?

There are expansions in establishing new investment plans

Pros

Reliable
Performance Enhancing
Efficient Service
Fair

Abdurrahman Wanda N.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2025

Great technology for traders

Likeliness to Recommend

9 /10

What differentiates Eze Investment Suite from other similar products?

What sets Eze Investment Suite apart from other similar products is its comprehensive functionality that allows for thorough evaluation of all investment plans. This capability ensures users can analyze and manage diverse portfolios effectively, providing a holistic view that enhances decision-making and investment performance.

What is your favorite aspect of this product?

aspect of Eze Investment Suite is its robust and intuitive platform that streamlines complex investment management tasks, making it easier for users to monitor portfolios and generate insightful reports efficiently.

What do you dislike most about this product?

its complexity can sometimes result in a steep learning curve for new users, requiring significant time and training to fully utilize all its features.

What recommendations would you give to someone considering this product?

For those considering Eze Investment Suite, I would recommend ensuring your team has access to proper training and support to navigate the platform effectively, as it offers powerful features but can be complex. Also, verify its compatibility with local regulatory requirements and integration with your existing systems to maximize its benefits.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Antonio S.

Role: Finance
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2024

Functional Solution for Wealth Management

Likeliness to Recommend

9 /10

What differentiates Eze Investment Suite from other similar products?

Eze Investment Suite has made all the investment process manageable, and there are operational cost analysis.

What is your favorite aspect of this product?

Eze Investment Suite is more systematic, and it conducts the appropriate wealth control measures.

What do you dislike most about this product?

Eze Investment Suite has made every conversation suitable, and there are no financial complication.

What recommendations would you give to someone considering this product?

Eze Investment Suite has made every operations sufficient and it is recommendable.

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Eze Investment Suite

What is Eze Investment Suite?

Company Details

Need Assistance?

Eze Investment Suite Ratings

89 Likeliness to Recommend

100 Plan to Renew

96 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+100 Net Emotional Footprint

How much do users love Eze Investment Suite?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Contact Management Includes legal CRM, case and client history, and client portals.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Eze Investment Suite Reviews

Seren V.

Resources for Investment Plan

Likeliness to Recommend

Pros

Abdurrahman Wanda N.

Great technology for traders

Likeliness to Recommend

Pros

Antonio S.

Functional Solution for Wealth Management

Likeliness to Recommend

Pros

Feature Ratings

Asset Management

Portfolio Management

Investor Relations Management

Fund Management

Banking Risk Management

Mergers and Acquisitions

Multi Currency

Trade Management

Investment Accounting

Contact Management

Compliance Management

Vendor Capability Ratings

Ease of IT Administration

Business Value Created

Product Strategy and Rate of Improvement

Quality of Features

Vendor Support

Ease of Implementation

Availability and Quality of Training

Usability and Intuitiveness

Breadth of Features

Ease of Customization

Ease of Data Integration