Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Discover top-tier applications that deliver a comprehensive front-to-back investment experience, addressing all operational requirements throughout your organization. The Eze Investment Suite serves as an all-inclusive resource for a thorough investment experience, encompassing all asset classes. With its adaptable and user-friendly design, Eze Investment Suite allows users to customize their views, workspaces, and dashboards while maintaining standardized workflows that are easily embraced by the firm. Users have the capability to analyze data at various levels, ensuring that they access the precise information needed for swift and informed decision-making. By implementing complete straight-through processing, you can craft a personalized investment ecosystem tailored to your needs. The Eze Investment Suite features an open, vendor-neutral architecture that offers seamless connectivity with nearly any third-party platform or internal system. Supported by flexible APIs and a vast array of on-demand interfaces, the suite facilitates the integration of diverse platforms and counterparties, enhancing collaboration across your organization. This comprehensive approach ensures that all facets of investment operations are streamlined and effectively managed.
Description
Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
Please call for pricing details
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SS&C Eze
Founded
1995
Country
United States
Website
www.ezesoft.com/solutions/eze-investment-suite-overview
Vendor Details
Company Name
Tier1 Financial Solutions
Founded
2008
Country
United States
Website
tier1fin.com
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
Yes
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
Yes
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
Yes
Securities Management
Yes
Transaction Monitoring
No
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Hedge Fund
Compliance Management
No
Contact Management
Yes
Investor Accounting
No
Investor Reporting
No
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
No
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes