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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Emerging hedge funds that focus on equity and event-driven strategies require an investment platform that is adaptable, scalable, and dependable to facilitate their growth and transformation. Eze Eclipse™, a cloud-native investment solution, offers comprehensive support for your entire investment workflow via a secure web browser interface. Enhance your trading operations with optimized order routing, predefined allocation strategies, and dynamic allocation tools that provide essential data summaries. Easily request short locates from connected prime brokers and utilize those rates throughout your trading processes. Keep track of both real-time and historical performance metrics for your portfolio, benchmarks, and individual securities. Benefit from robust monitoring capabilities for real-time market value, profit and loss, and exposure positions. Ensure compliance with investor mandates and industry regulations through pre- and post-trade checks. Additionally, seamlessly connect with leading prime brokers, custodians, and fund administrators to manage daily data flows effectively, ensuring your operations run smoothly. This comprehensive platform not only streamlines your investment processes but also positions your fund for long-term success in a competitive marketplace.

Description

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Outlook
Preqin

Integrations

Microsoft Excel
Microsoft Outlook
Preqin

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$250/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SS&C Eze

Founded

1986

Country

United States

Website

www.ezesoft.com/solutions/applications/eze-eclipse

Vendor Details

Company Name

Pinnakl

Founded

2015

Country

United States

Website

pinnakl.com/hedge-fund-crm

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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