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Eze Investment Suite

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Company health

Employee growth
1% increase in the last year
Web traffic
18% decrease in the last quarter
Financing
January 2020 - $183M

Ratings

G2
3.5/5
(1)
Glassdoor
3.4/5
(247)

Eze Investment Suite description

Eze Investment Suite is a software platform designed for investment managers to streamline and improve their operations. It provides tools to manage portfolios, analyze investment data, and generate reports. Eze Investment Suite is particularly beneficial for mid-sized companies in the USA looking for an all-in-one solution to optimize their investment process and potentially achieve better returns.


Who is Eze Investment Suite best for

Eze Investment Suite helps mid-sized investment managers streamline operations, analyze data, and improve reporting. It's an all-in-one solution designed to optimize the investment process and potentially boost returns. Key features include investor reporting, performance tracking, and portfolio management tools.

  • Best for mid-sized companies.

  • Ideal for investment management firms.


Eze Investment Suite features

Supported

Eze Investment Suite supports generating reports to update investors on performance.

Supported

Eze Investment Suite supports reporting that summarizes portfolio performance, risk, and other key metrics.

Supported

Eze Investment Suite supports performance tracking, including historical data, returns, and benchmarks.


Eze Investment Suite pricing

See the Eze Investment Suite pricing page.


Eze Investment Suite alternatives

  • Logo of VESTBERRY
    VESTBERRY
    Centralized VC portfolio management and automated LP reporting.
    Read more
  • Logo of Standard Metrics
    Standard Metrics
    Automated financial reporting for VCs and startups. Clearer insights, less effort.
    Read more
  • Logo of Juniper Square
    Juniper Square
    Investment management platform built for private funds. Simple, scalable, secure.
    Read more
  • Logo of Vyzer
    Vyzer
    Track, analyze, and plan all your investments in one place.
    Read more
  • Logo of Addepar
    Addepar
    Investment management platform for the ultra-wealthy, simplifying complex portfolios.
    Read more
  • Logo of Covercy
    Covercy
    Manage real estate investments, automate distributions, and track portfolios.
    Read more

Eze Investment Suite FAQ

  • What is Eze Investment Suite and what does Eze Investment Suite do?

    Eze Investment Suite is a software platform for investment managers to streamline operations. It offers tools for portfolio management, investment data analysis, and report generation, helping mid-sized firms optimize their investment process and potentially improve returns.

  • How does Eze Investment Suite integrate with other tools?

    Eze Investment Suite integrates with other tools to streamline investment management workflows. It offers various APIs and data interfaces to connect with portfolio management systems, market data providers, and reporting platforms. This allows for seamless data transfer and enhanced operational efficiency.

  • What the main competitors of Eze Investment Suite?

    Alternatives to Eze Investment Suite include Covercy, Pepper, Aumni, Vantage Insight, Seamless, and Cake Equity. These platforms offer similar functionalities, such as portfolio management, reporting, and investor relations, catering to various investment management needs.

  • Is Eze Investment Suite legit?

    Eze Investment Suite is a legitimate software platform used by investment managers. It offers tools for portfolio management, investment analysis, and reporting, primarily benefiting mid-sized companies. Reviews on Glassdoor and G2 give it an average rating of approximately 3.4 out of 5 stars.

  • How much does Eze Investment Suite cost?

    Eze Investment Suite does not publicly disclose pricing information. Contact Eze Software directly for a personalized quote based on your specific needs and investment strategies.

  • Is Eze Investment Suite customer service good?

    There is no customer service information available for Eze Investment Suite.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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