Eze Eclipse
Budgeting and forecasting software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Eze Eclipse
Eze Eclipse is an investment accounting and portfolio management platform used by asset managers to support front-to-back workflows, including trade capture, position and cash management, performance measurement, and accounting close processes. It is typically used by operations, fund accounting, and finance teams that need daily books and records and multi-asset support. The product is commonly deployed as part of a broader investment management technology stack and integrates with custodians, administrators, and market data sources. It is positioned more toward investment accounting and operational control than general-purpose corporate FP&A planning.
Investment accounting depth
The platform is designed around investment accounting requirements such as positions, lots, corporate actions, income accruals, and realized/unrealized P&L. This focus can reduce reliance on spreadsheets for daily reconciliation and period-end close tasks. It fits organizations where accounting needs are driven by portfolios and instruments rather than general ledger-centric processes.
Operational workflow coverage
Eze Eclipse supports day-to-day operational processes that sit between trading activity and accounting outputs, including trade processing and exception management. This can help teams standardize controls and handoffs across operations and finance. It is better aligned to investment operations workflows than planning-centric platforms in the reference set.
Ecosystem integrations
The product is commonly used in environments that require connectivity to external parties such as custodians, fund administrators, and data providers. Integration capability is important for automating reconciliations and downstream reporting. This can be a practical advantage for firms with complex third-party operating models.
Not an FP&A planner
Despite overlap with finance functions, Eze Eclipse is not primarily built for driver-based budgeting, workforce planning, or enterprise forecasting. Organizations looking for collaborative planning, scenario modeling, and management reporting workflows may need a separate FP&A tool. This can increase total cost and integration effort if both investment accounting and corporate planning are required.
Implementation complexity risk
Investment accounting platforms typically require detailed configuration for instruments, valuation sources, accounting rules, and integrations. Data migration and reconciliation to legacy books can be time-consuming and resource-intensive. Firms should plan for significant testing and operational change management during rollout.
Specialized user skill needs
Effective use often depends on users who understand investment operations and accounting concepts (e.g., corporate actions, amortization, multi-currency). Training and role-based access design can be non-trivial in larger teams. This can limit adoption outside core operations/accounting groups compared with more business-user-oriented planning tools.
Seller details
SS&C Technologies Holdings, Inc.
Windsor, Connecticut, USA
1986
Public
https://www.ssctech.com/
https://x.com/ssctechnologies
https://www.linkedin.com/company/ssc-technologies/
