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Manage your portfolio from anywhere

The Eze mobile app empowers portfolio managers, traders, and compliance officers to conduct critical investment activities directly from your smartphone – backed by an ISO 27001 security framework, so you know your data is always secure.

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Keep an eye on your performance

Quickly view a real-time summary of your portfolio and get a snapshot of your performance. Analyze the metrics you need such as Realized and Unrealized PL(V)/PLBPs, and so much more all at your fingertips. Flexible and configurable views allow you to add fields such as Market Value, Currency, and Portfolio Base Currency.

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Take your analytics on-the-go

The Eze app gives you access to critical investment analytics on-the-go with the Analytics Summary dashboard. View a high-level summary of your portfolios across a variety data points. Looking to reconfigure your data? The Eze app allows you to configure your Analytics dashboard to the specifications of your choosing. 

 

 

Why use Eze for iPhone and Android