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Eze Investment Suite from Eze Castle Software (SS&C)

Flexible, cloud-native platform enabling portfolio modeling, data management, asset allocation, risk analysis, compliance, and multi-asset trading for global investment managers and funds.

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Product analysis by function

Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
More Multi-Asset Strategy Platforms More Investment Strategy & Asset Allocation ...

Asset Class Coverage
(0 Yes /0 Known /10 Possible features)

Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)

Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)

Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)

User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)

Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Security & Infrastructure
(0 Yes /0 Known /10 Possible features)

Support, Training & Documentation
(0 Yes /0 Known /10 Possible features)

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Equity Asset Support Ability to support stocks, ETFs, and equity-based instruments.		No information available
Fixed Income Asset Support Supports government bonds, corporate bonds, and other fixed income instruments.		No information available
Commodity Asset Support Support for commodity markets such as metals, energy, and agriculture.		No information available
Derivative Products Support Ability to handle options, futures, swaps, and other derivatives.		No information available
Private Assets Support Includes support for private equity, private debt, and real estate.		No information available
Alternative Investments Coverage Support for hedge funds, structured products, and other alternatives.		No information available
Cryptoassets Support Ability to handle cryptocurrencies and digital assets.		No information available
Multi-currency Capability Handles transactions and valuations across multiple currencies.		No information available
Geographical Market Coverage Provides access to developed and emerging market assets.		No information available
Custom Asset Classes Ability to define, model, and integrate custom or new asset classes quickly.		No information available

Model Portfolio Capabilities Creation and management of model portfolios for strategy replication and comparison.		No information available
Strategic and Tactical Asset Allocation Tools Enables both long-term (strategic) and short-term (tactical) allocation modeling.		No information available
Optimization Algorithms Availability of mean-variance, risk parity, Black-Litterman, and other optimization techniques.		No information available
Constraint Management Ability to set and handle investment constraints such as ESG, liquidity, or regulatory limits.		No information available
Transaction Cost Modeling Includes modeling and minimizing transaction costs during optimization.		No information available
Scenario Analysis Ability to test portfolio impacts of macro and microeconomic scenarios.		No information available
Multi-period Optimization Supports optimization and planning over multiple periods/horizons.		No information available
Automated Rebalancing System can automatically generate or recommend rebalance trades.		No information available
Customizable Investment Rules User can define portfolio rules for construction and performance monitoring.		No information available
Optimization Speed Speed to run a portfolio optimization calculation.		No information available

Value-at-Risk (VaR) Calculation Implementation of VaR and other tail-risk measurements.		No information available
Stress Testing Facilities to run stress scenarios and shocks (historical or custom).		No information available
Factor-Based Risk Analysis Analyses portfolio exposures to key underlying factors (e.g., style, macro, sector).		No information available
Liquidity Risk Assessment Tooling to identify and monitor liquidity risk at instrument and portfolio level.		No information available
Counterparty and Credit Risk Monitoring Tools to assess exposures and risk to trading counterparties.		No information available
Sensitivity Analysis (Greeks) Support for option sensitivity analysis (delta, gamma, vega, etc.).		No information available
Limit Monitoring and Alerts Ability to define and monitor risk limits, with real-time alerting.		No information available
Portfolio Risk Attribution Details the sources of risk contribution in the portfolio.		No information available
Scenario Calculation Speed Time taken to run a risk scenario on the full portfolio.		No information available
Coverage of Risk Models Number of risk models/frameworks available in-system.		No information available

Time-Weighted Returns Calculation Support for GIPS-compliant time-weighted return methodologies.		No information available
Money-Weighted Returns Calculation Calculates internal rate of return (IRR), useful for private assets and illiquid investments.		No information available
Attribution by Asset Class Ability to decompose performance by asset class (e.g., sector, security, factor level).		No information available
Multi-Currency Performance Decomposition of returns by currency source and FX effects.		No information available
Custom Benchmark Comparison Ability to compare against custom or blended benchmarks.		No information available
Peer Group Comparison Compares performance versus peer portfolios or funds.		No information available
Gross/Net of Fees Performance Tracks and reports both gross and net of management/performance fees.		No information available
Drill-down & Attribution Hierarchy Deep performance attribution down to security or custom groupings.		No information available
Performance Reporting Speed Speed to generate full performance reports.		No information available
Number of Attribution Models Supported Total different performance attribution methodologies available.		No information available

Market Data Integration Integration with real-time and historical market data providers.		No information available
Reference Data Management Instrument, legal entity, benchmark, and hierarchies management in-system.		No information available
API Connectivity APIs for ingesting, updating, and extracting portfolio and pricing data.		No information available
Automated Data Validation Automated checks for outliers, stale prices, or data consistency errors.		No information available
Third-Party System Integration Ability to plug-and-play with OMS, EMS, trading, and accounting systems.		No information available
Custom Data Fields User-defined data enrichment and tagging in platform.		No information available
ESG/Alternative Data Integration Integration with alternative and ESG data sets.		No information available
Latency of Core Data Updates Time lags for refreshing market/pricing data.		No information available
Data Sources Supported Distinct supported feeds and vendors for market/reference data.		No information available
Data Retention Period How long historical data is retained and available for analysis.		No information available

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Financial Technology Year

Eze Investment Suite from Eze Castle Software (SS&C)

Product analysis by function

Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Asset Class Coverage
(0 Yes /0 Known /10 Possible features)

Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)

Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)

Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)

User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)

Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Security & Infrastructure
(0 Yes /0 Known /10 Possible features)

Support, Training & Documentation
(0 Yes /0 Known /10 Possible features)

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Pre-Trade Compliance Checks Automated checks to prevent violations of investment guidelines.		No information available
Post-Trade Surveillance Continuous monitoring for breaches and exceptions post-execution.		No information available
Audit Trail & Logging System logs all changes, access, and decision processes.		No information available
Regulatory Reporting Suite Automated production of statutory and regulatory filings.		No information available
Rule-Based Controls Configuration Users can easily implement new rules and regulatory changes.		No information available
Restricted List Monitoring Manages security or issuer restrictions due to regulation or policy.		No information available
Insider Trading Surveillance Helps identify trades that may breach insider trading rules.		No information available
Exception Management Workflow Manages override, approvals and follow-up for breaches.		No information available
Compliance Rule Library Size Total number of built-in regulatory rule templates.		No information available
Compliance Check Speed Speed to evaluate and confirm compliance per proposed trade.		No information available

Role-based Access Control Supports different user roles and granular permissions.		No information available
Multi-user Collaboration Allows multiple users to view, comment, or edit portfolios and strategies.		No information available
Task Assignment and Workflow Automation Assign workflow tasks and automate routine steps (e.g. approval, review).		No information available
Audit and Activity Monitoring Tracks all user and system activity for monitoring and compliance.		No information available
Customizable Dashboards Personalized dashboards for users or teams.		No information available
Team Chat and Notifications Built-in messaging and alerting for collaboration on portfolios and trades.		No information available
Approval Workflows Enforces multi-stage sign-off processes for proposed actions.		No information available
Concurrent User Limit Number of users that can access the system simultaneously.		No information available
User Provisioning Speed Time needed to provision or deprovision a user account.		No information available
Custom Workflow Templates Templates for commonly used workflow processes.		No information available

Custom Report Builder Allows users to design and generate bespoke reports.		No information available
Scheduled and Automated Report Distribution Automates report sending to clients, regulators, or internal teams.		No information available
Document Management System Stores and organizes reports, commentary, and client communications.		No information available
Client Portal Access Clients can log in and securely view their portfolio reports.		No information available
Multi-language Reporting Ability to produce reports in multiple languages for global clients.		No information available
Interactive Dashboards for Clients Visualizations and interactive dashboards for client review.		No information available
Data Export Options Export reporting data in CSV, PDF, XLSX, JSON and more.		No information available
White-label Branding Branding customization for client-facing materials.		No information available
Real-time Access to Reports Clients and users can access up-to-date reports without delay.		No information available
Report Generation Speed Amount of time to generate a standard report set.		No information available

Open APIs Well-documented RESTful APIs for integration with external tools.		No information available
Plug-ins and Add-ons Support for third-party plug-ins and custom-built enhancements.		No information available
Data Import/Export Connectors Pre-built connectors for major OMS, EMS, data vendors, and custodians.		No information available
Custom Scripting/Formula Language Support for custom formulae, rules, or scripting for advanced users.		No information available
Event Webhooks Offers event-driven integration with real-time notification webhooks.		No information available
Cloud Service Integration Native support for cloud storage, compute, or SaaS integrations (e.g., Azure, AWS, Google).		No information available
Single Sign-On (SSO) Integrated authentication via SSO solutions (OAuth2, SAML, etc.).		No information available
API Rate Limit Maximum number of API requests permitted per minute/hour.		No information available
Number of Standard Integrations Pre-built integrations available out-of-the-box.		No information available
Sandbox/Development Environment Availability of a dev/test environment for integration and testing.		No information available

Data Encryption at Rest All at-rest data is encrypted using industry standards.		No information available
Data Encryption in Transit All data transmitted between components or users is encrypted (e.g., TLS/SSL).		No information available
Multi-factor Authentication Supports MFA for increased system and data security.		No information available
Granular Permission Controls Fine-grained controls at user, group, and data levels.		No information available
Penetration Testing and Vulnerability Management Regular, independent pen testing and active vulnerability patching.		No information available
Disaster Recovery and Business Continuity Robust DR/BCP processes with regular backup and failover testing.		No information available
Audit Logs and Forensics Comprehensive, tamper-evident logging for forensics and compliance.		No information available
Cloud/On-Prem Deployment Options Ability to deploy platform on cloud, on-premises, or hybrid environments.		No information available
System Availability SLA Guaranteed system uptime via SLA.		No information available
Maximum Concurrent Users Supported Upper cap on number of simultaneous users.		No information available

24/7 Support Availability Round-the-clock live support via chat, email or phone.		No information available
Dedicated Account Manager Dedicated point of contact for relationship management.		No information available
Onboarding and Implementation Services Expert support throughout initial onboarding and configuration.		No information available
Online User Community Access to a user forum or community for best practices and troubleshooting.		No information available
User Training Programs Formal, regular user training sessions (live or recorded).		No information available
Contextual Help and Guided Tutorials Inline instructions, tooltips, and guided walkthroughs.		No information available
Comprehensive API Documentation API reference, code samples and use-case examples.		No information available
Documentation Language Support Number of languages documentation is published in.		No information available
Average Support Response Time Mean time to first response from support team.		No information available
User Satisfaction Score Average user/customer satisfaction rating.		No information available

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Financial Technology Year

Eze Investment Suite from Eze Castle Software (SS&C)

Product analysis by function

Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Asset Class Coverage (0 Yes /0 Known /10 Possible features)

Portfolio Construction & Optimization (0 Yes /0 Known /10 Possible features)

Risk Management and Analytics (0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution (0 Yes /0 Known /10 Possible features)

Data Management & Input Integration (0 Yes /0 Known /10 Possible features)

Regulatory and Compliance Tools (0 Yes /0 Known /10 Possible features)

User Access, Workflow & Collaboration (0 Yes /0 Known /10 Possible features)

Reporting & Client Communication (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)

Security & Infrastructure (0 Yes /0 Known /10 Possible features)

Support, Training & Documentation (0 Yes /0 Known /10 Possible features)

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Asset Class Coverage
(0 Yes /0 Known /10 Possible features)

Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)

Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)

Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)

User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)

Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Security & Infrastructure
(0 Yes /0 Known /10 Possible features)

Support, Training & Documentation
(0 Yes /0 Known /10 Possible features)