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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

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

Registry Direct provides a robust and secure online platform for managing registries and capital, tailored for the needs of companies, fund managers, and their advisors. This platform encompasses an extensive range of functionalities, allowing users to generate and oversee capital tables featuring various security types, including shares, units, options, convertibles, and bonds. With Registry Direct, users can easily allot, transfer, and redeem securities while adhering to regulatory standards set forth by organizations such as the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). The platform enhances investor engagement through features that facilitate communication, meeting organization, and the execution of online polls for decision-making. Additionally, it streamlines capital raising efforts by providing tools for the creation and management of online application forms, along with convenient payment processing options such as BPAY and EFT. As a result, Registry Direct not only simplifies compliance but also fosters stronger relationships between issuers and investors.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CAS 360 No 
greenID No 

Integrations

CAS 360 Yes 
greenID Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$157.50 per month
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 
Live Training (Online) No 
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

Registry Direct

Country

United Kingdom

Website

www.registrydirect.com.au

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

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

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 

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