Handshake
NOAWARDS
YET
Pricing:
by quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
Pricing Info
Eze Software Investment Suite’s enterprise pricing details are available by quote only. Contact Eze Software directly for detailed pricing information.
Integrations
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.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kriya Capital, Pax World Management, Salt Rock Capital Partners
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Order Writing Interface
- Instant Sync
- Offline Access
- Custom Branding
- Barcode Scanning
- Interactive Quotes
- Product Catalog
- Product Variants
- Inventory Availability
- Customer List
- Customer Notes
- Batch Orders
- Order History & Favorites
- Customer Reports
- Performance Reports
- Web Order Management
- Review, Modify & Confirm Orders
- Web Order Writing
- Update Customer and Product Info
- Manage Inventory Data
- Advanced Pricing System
- Territory Management
- Back Office Integration
- Customizable Scheduled Exports
- Automated Data Imports
- Handshake API
Pricing Info
CORE – $39.95/user per month (billed annually)
- Write orders on iPad & iPhone
- Handshake Hub
- HD product catalog
- Offline access
- Unlimited SKUs and customers
- Price tiers
- Quantity discounts
- Customer notes
- Barcode scanning
- Inventory levels & restock dates
- Interactive quotes
- Real-time performance reports
- Branded order confirmation emails
- Manual data import & export
- Email & chat support
PROFESSIONAL – $79.95/user per month (billed annually)
- All Core features plus:
- Territory management
- Advanced pricing system
- Real-time inventory levels
- Real-time customer reports
- Branded iPad & iPhone apps
- Rep specific catalogs
- Batch order writing
- API access for real-time integration
- Scheduled order exports
- Automatic data imports
- Telephone support
- 24-hour support response time
ENTERPRISE – by quote
- All Professional features plus:
- Promotions and programs
- Customized business rules
- Business rule validation
- Customized in-app notifications
- Custom objects
- Pre-built order templates
Integrations
- Netsuite
- Intuit QuickBooks
- Oracle
- Sage
- Salesforce
- SAP
- Xero
- Microsoft Dynamics
- Epicor
- QuickBooks Online
- MYOB
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Rifle Paper, Starkey, Oxo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Handshake is a software platform that enables you to ditch paper catalogs, order forms, faxes, and data entry. Never write another order by hand.
Company Email
info@handshake.com
Contact No.
Company's Address
627 Broadway, Lvl 9
New York, NY 10012
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All the data, facts and experiences that we shared in this comparison were collated from official vendor websites, promotional materials available online, real-life experience from real customers as well as our personal hands-on use of every product by a professional reviewer. We do our best to thoroughly study each app, as a result we not only study it internally, but we also correlate our findings with experiences of other members from the SaaS community.
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