Eze for iPhone 4+

Eze Castle Software LLC

    • 5.0 • 1 Rating
    • Free

iPhone Screenshots



The new Eze mobile experience has arrived on your phone! Powered by Eze Eclipse, the next-generation SS&C Eze app provides secure, mobile access to Eze applications on-the-go with a simple, easy-to-use interface. Whether you’re a Trader or Portfolio Manager, the SS&C Eze app helps you manage your portfolio and keep an eye on performance so you can more quickly act when the time is right.

Quickly View Portfolio Information
* See a summary view of your real-time intraday portfolio and get a quick idea about your performance.
* Metrics such as Realized PL(V)/PLBPs, Unrealized PL(V)/PLBPs, and more are at your fingertips, with the ability to add fields such as Market Value, Currency, Port Base Currency.

Analytics On-the-Go
* View the high-level summary of your portfolios with various data points
* Customize data points as per your needs
* Aggregate the portfolios by Industry, Sector, and more!

Secure and Fast Login
* Login using Eclipse Open ID Authentication
* Unlock the app using biometrics

Your App, Your Configuration
* Configure positions split by Location (Custodian) or Net Positions or Strategy
* Choose from a list of Position States such as Proposed, Released to Market, Fill Received, Finalized, Confirmed, and Settled.
* Edit columns in the Analytics detailed screen

Ensure Your Data is Secure
* SS&C Eze maintains a robust security framework and is ISO 27001 certified, encompassing ISO 27017 and 27018 for Cloud Security and Cloud Privacy.

Trading (Trade Blotter, Order Management and Routes Management)
* Create orders from Trade Blotter, filter orders based on Order Status and Action
* View orders created, fill status and order progression for the orders on the Trade Blotter.
* Sort orders based on Symbol and Date
* Add, Edit, Cancel All and Cancel Selected orders from the Trade Blotter and Order details screen
* Add, Edit and Cancel Routes from Order Details and Routes Details screen.

Configuration Screen
* You can configure Trade Swipe Options and Account Settings to quickly act on your trade or confirmation before cancelling an order or removing a card from Home, respectively.

Note: Your organization must authorize access to the SS&C Eze mobile app. You’ll only have access to mobile features your organization has enabled, based on your role (not all mobile features may be available to you). Not all SS&C Eze features are available on mobile.

What’s New

Version 3.2.2

Our latest release includes new features and enhancements.
You can now:
1. Reset your login password using your mobile.
2. Set a reminder for re-authentication of password.
3. Configure the number of days to see the password re-authentication reminder.
4. Routes and Brokers are now sorted in alphabetical order on the Add Route screen.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, Eze Castle Software LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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