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Compare Eze Software Investment Suite vs dotloop

What is better Eze Software Investment Suite or dotloop? Today’s firms want the best Accounting Software product to remain competitive. On this page we help you with buying the right solution, by allowing you to compare Eze Software Investment Suite and dotloop down to the very details of their individual features.

You can even make use of our total scoring values, which rate the software general quality and performance. Eze Software Investment Suite got a 7.7 score, while dotloop has a score of 7.5. Likewise, it is possible to compare their general user satisfaction rating: 100% (Eze Software Investment Suite) against 98% (dotloop). Bear in mind to choose the solution that best answers your top priorities, not the solution with the higher number of features.

We know that not all companies have enough time to test dozens of various solutions, so we prepared a list of suggestions that you may find useful. Our top selections for the Accounting Software category are: FreshBooks, NetSuite ERP, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.7

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Execution Management System
  • Investor Accounting
  • Order Management System
  • Portfolio Accounting
  • Commission Management
  • Compliance & Regulatory Reporting
  • Data Management
  • Investor & Portfolio Accounting
  • Market Data
  • Operations
  • Order Management
  • Portfolio Analytics & Modeling
  • Risk & Performance
  • Trade Execution & Analytics

Pricing Info

Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Kriya Capital, Pax World Management, Salt Rock Capital Partners

Integrations

Eze Software’s best-of-breed applications can be combined together to create a robust, tightly integrated front-to-back solution, or integrated with third-party systems.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Eze Software Investment Suite is a full-featured investment management solution designed to meet the requirements of buy-side and sell-side asset managers.

Company Email

Contact No.

Company's Address

12 Farnsworth Street
Boston, MA 02210
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 7.5

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Unlimited loops
  • Easy-to-use forms
  • Secure & legal eSignatures
  • Security & back-up
  • Bank-approved audit trail
  • Support
  • Mobile app
  • Document and task list templates
  • Advanced task management
  • Live agent and admin training
  • Full visibility into all transactions
  • Compliance statuses & workflows
  • Inter-office communications
  • Trusted partners
  • dotloop API & SSO
  • Your logo and colors

Pricing Info

Agents Free

  • 10 Transaction (Loops)
  • Easy-to-use forms
  • Secure and legal eSignatures
  • Secured backup
  • Mobile app
  • Document templates
  • Online support

Agents Premium – $29/month

  • Unlimited Transactions (Loops)
  • All Free features, plus:
  • Integrations
  • Dotloop Charts
  • VIP phone and email support
  • Task templates
  • Clause manager

Real Estate Teams – By quote

  • Unlimited Transactions (Loops)
  • Document templates
  • Loop templates
  • Dotloop Charts and Reporting
  • Add to team
  • Compliance statuses and 2 workflows
  • Custom branding Unlimited Transactions (Loops)
  • Full visibility into all transactions

Brokers – By quote

  • Unlimited Transactions (Loops)
  • All Features, plus:
  • Dotloop API and SSO
  • Dedicated Success Manager

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Metro Brokers, Exit, Keller Williams Realty, MLS Propriety information

Integrations

Dotloop features an API tool that will allow integrations with third party business tools and applications.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

dotloop links people, documents and tasks to help you work better, together. It's easy, it's hassle-free and it's everything you need in one place.

Company Email

sales@dotloop.com

Contact No.

Company's Address

700 West Pete Rose Way #446, Cincinnati, OH 45203, United States

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

No Accounting Software will be perfect enough to cover all the needs of a company. Though core features of Eze Software Investment Suite and dotloop should matter you should also thoroughly study the integrations offered by each product. Quote frequently you will already be using other types of B2B software in your company and it’s much more beneficial to opt for products that integrate well with each other. With that approach you can be certain of an effortless exchange of data between your teams and apps, which can considerably reduce time wasted on migrating between one solution and the next.

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