Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Panorama’s Necto empowers businesses to enhance revenue streams, lower expenses, and boost overall corporate effectiveness by extracting valuable insights from their data and presenting them through aesthetically pleasing dashboards featuring user-friendly infographics. This platform enables users to explore reports in detail, manipulate data in various ways, and facilitates sharing and teamwork among stakeholders. With its centrally managed architecture, Necto ensures comprehensive governance, establishes a 'single version of the truth', and maintains a high degree of security. Furthermore, Necto supports users in integrating their data seamlessly while leveraging innovative recommendation and insight-generation technologies that help them uncover critical information efficiently. The collaborative features of Necto allow teams to swiftly tackle any issues that arise, fostering a more dynamic working environment. To achieve true "Collaborative BI," access to a dedicated server is essential; otherwise, reliance on sharing Excel files may lead to data vulnerabilities and inconsistencies. Ultimately, Necto positions itself as a crucial tool for organizations aiming to harness their data effectively and collaboratively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure
Microsoft Dynamics SL
Microsoft Excel
Salesforce

Integrations

Microsoft Azure
Microsoft Dynamics SL
Microsoft Excel
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

1995

Country

United States

Website

www.ezesoft.com/solutions/eze-investment-suite-overview

Vendor Details

Company Name

Panorama Software

Founded

1996

Country

Canada

Website

www.panorama.com

Product Features

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Alternatives

Backstop Reviews

Backstop

Backstop Solutions Group

Alternatives

PANOVOLO Reviews

PANOVOLO

Simulogic Inc.
FundCount Reviews

FundCount

FundCount Americas
DMD Panorama Reviews

DMD Panorama

Dermandar
Allvue Reviews

Allvue

Allvue Systems
eFront Reviews

eFront

eFront, a part of BlackRock