SS&C Eze

Eze Investment Suite

Composite Score

8.0 /10

CX Score

8.3 /10

5 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.

87 Likeliness to Recommend

100 Plan to Renew

100 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.

+98 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?

17% Negative

0% Neutral

83% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 95

Investor Relations Management

100

Asset Management

100

Portfolio Management

100

Fund Management

Mergers and Acquisitions

Multi Currency

Trade Management

Banking Risk Management

Contact Management

Investment Accounting

Compliance Management

Vendor Capability Ratings

Average 95

Availability and Quality of Training

100

Ease of IT Administration

100

Quality of Features

100

Business Value Created

100

Usability and Intuitiveness

Vendor Support

Ease of Implementation

Product Strategy and Rate of Improvement

Ease of Customization

Ease of Data Integration

Breadth of Features

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

Abdul Rahman U.

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

Validated Review

Verified Reviewer

Submitted Apr 2023

Fantastic product with a wide range of features

Likeliness to Recommend

10 /10

What differentiates Eze Investment Suite from other similar products?

Perfectly designed to meet the needs of buy-side and sell-side asset managers. Highly customizable product with integration across multiple platform. Very easy to implement and use even for a rookie

What is your favorite aspect of this product?

The amount of data available for a professional to better empower them to take a well rounded decision

What recommendations would you give to someone considering this product?

Highly recommended! Especially if you work in asset management / investment banking

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

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

87 Likeliness to Recommend

100 Plan to Renew

100 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+98 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

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

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.

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

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.

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

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

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.

Eze Investment Suite Reviews

Seren V.

Resources for Investment Plan

Likeliness to Recommend

Pros

Abdul Rahman U.

Fantastic product with a wide range of features

Likeliness to Recommend

Pros

Antonio S.

Functional Solution for Wealth Management

Likeliness to Recommend

Pros

Feature Ratings

Investor Relations Management

Asset Management

Portfolio Management

Fund Management

Mergers and Acquisitions

Multi Currency

Trade Management

Banking Risk Management

Contact Management

Investment Accounting

Compliance Management

Vendor Capability Ratings

Availability and Quality of Training

Ease of IT Administration

Quality of Features

Business Value Created

Usability and Intuitiveness

Vendor Support

Ease of Implementation

Product Strategy and Rate of Improvement

Ease of Customization

Ease of Data Integration

Breadth of Features