# Eze for iPhone > Mobile financial portfolio management and trading analytics for finance professionals. (iPhone/iPad app by Eze Castle Software LLC.) - Source: https://appshunter.io/ios/app/eze-for-iphone/id1528044898 (this page in markdown: same URL + `.md`) - Developer: [Eze Castle Software LLC](https://appshunter.io/developer/463455310) - Category: Finance - Price: Free - Rating: 5.00/5 from 6 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 81 MB - Languages: American English - Released: 2020-11-05 - Data updated: 2026-07-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/eze-for-iphone/id1528044898/reviews.md ## What is Eze for iPhone? Introduction The new Eze mobile experience has arrived on your Phone and Tablet! Powered by Eze Eclipse and Eze OMS, the next-generation SS&C Eze app provides secure, access to Eze applications on-the-go with a simple, easy-to-use interface. Whether you’re a Trader or a 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. Eze App for OMS Secure and Fast Login • Select your product (Eze OMS) from the Product drop-down list on the Log in screen. • Login using Open ID Authentication • Unlock the app using biometrics Quickly View Portfolio Information and Analytics • View high-level summary and detail view of your portfolios and get a quick idea about your performance on the portfolio at groups level/aggregated level. • Metrics such as PL(V)/PLBPs, Exposure, MarketValGross and more are at your fingertips, with the ability to add fields such as Market Value, Currency, Port Base Currency at portfolio level. • Customize data points as per your needs. • Aggregate the portfolios by Industry, Sector, and more! 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 screen. Trading Screen • You can view the trade details on-the-go. Also, Market Data Integration is live. Settings Screen • You can configure Default Portfolio settings, and Trade Swipe Options to quickly act on your trade or confirmation before cancelling an order or removing a card from Home, respectively. • Switch between Dark and Light modes. Eze App for Eclipse Secure and Fast Login • Select your product (Eze Eclipse) from the Product drop-down list on the Log in screen. • Login using Open ID Authentication • Unlock the app using biometrics 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! 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. 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 • Add new symbols while creating trade which are not present in the master security files Settings 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. • Switch between Dark and Light modes. 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. 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. ## Key features - Secure and fast login with biometrics - View portfolio information and analytics - Customize data points and aggregations - Manage trades and view trade details - Configure positions and order settings - Switch between dark and light modes ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/eze-for-iphone/id1528044898/reviews.md ### 5/5 — New and Improved *2023-06-09* Sets a new standard for institutional asset management on the go. Love the dark mode. Easy to place orders and sleek design. ## Frequently asked questions about Eze for iPhone ### What is Eze for iPhone? Eze for iPhone is a mobile application designed for traders and portfolio managers to securely access and manage their financial portfolios and trading information on the go. It provides real-time analytics and trading tools. ### Is Eze for iPhone free to use? Yes, Eze for iPhone is available for free. The app does not have any upfront costs or require a purchase to download and use its core features. ### What devices does Eze for iPhone support? Eze for iPhone is compatible with iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem. ### How secure is Eze for iPhone? The app prioritizes security with features like Open ID Authentication and biometric unlock options. It is built on secure platforms like Eze Eclipse and Eze OMS to protect your financial data. ### Can I customize my view in Eze for iPhone? Yes, you can customize your view extensively. This includes configuring data points, aggregating portfolios by industry or sector, and editing columns in the analytics screen to suit your needs. ### How often is Eze for iPhone updated? The app was last updated on May 14, 2026, indicating ongoing development and support. Users can expect regular updates to enhance features and maintain security. ### What are the main features for traders in Eze for iPhone? For traders, the app offers a trading screen to view trade details, live market data integration, and the ability to create orders from the Trade Blotter. You can also filter and sort orders based on status and action. ### Does Eze for iPhone have ads? No, Eze for iPhone does not contain advertisements. As a free application, it focuses on providing a clean and uninterrupted user experience for financial professionals. ## Version history (last 5 releases) ### 5.5 — 2026-07-08 Our latest release includes new features and enhancements! Granular trade permissions with separate Entry, Edit, and Cancel roles for finer access control Separate routing permissions with Create, Edit, and Cancel roles, plus view-only blotter access for routing-only users Seamless migration that preserves existing user access automatically, with no action required Improved stability and performance with bug fixes ### 5.4 — 2026-05-14 Our latest Eze App 5.4 release includes new features and enhancements so you can manage trades more efficiently in Eze OMS! You can now: • Use Time‑in‑Force (TIF) options directly in the Broker Entry section of Trade Entry • Experience streamlined data‑feed authentication on mobile with or without BBG SAPI and on desktop with BPIPE • Enjoy improved stability and performance with multiple bug fixes ### 5.3.1 — 2026-02-23 What’s New • Bug fixes and feature improvements. ### 5.3 — 2026-01-22 Our latest release includes new features and enhancements! Notional support for trade and broker entry TimeInForce support for FIX brokers in broker entry Defaulting fee and commission values based on configuration Frequently used Quick Send buttons (4 on mobile and 6 on tablet) appear in trade entry ### 5.2 — 2025-11-24 What’s New: Our latest release includes new features and enhancements! OMS: Add/Edit/Cancel Routes from the Route details screen. Quick Send trades from the Trade Blotter screen. The Trade Swipe options are moved under Trade Settings in the Settings screen. Eclipse: Broker details and their corresponding route information are automatically populated based on predefined configurations. The Trade Swipe options are moved under Trade Settings in the Settings screen. ## Apps similar to Eze for iPhone | App | Rating | Price | Category | | --- | --- | --- | --- | | [My Portfolios HD](https://appshunter.io/ios/app/my-portfolios-hd/id883782257) | 1.0 (1) | $1.99 | Finance | | [TradeZap - Trading Journal](https://appshunter.io/ios/app/tradezap-trading-journal/id6743686930) | 5.0 (9) | Free | Finance | | [ADMIS Apex Mobile](https://appshunter.io/ios/app/admis-apex-mobile/id577810288) | 4.0 (2) | Free | Finance | | [ezStocksPro-Watchlist Earnings](https://appshunter.io/ios/app/ezstockspro-watchlist-earnings/id481849968) | 4.6 (18) | Free | Finance | | [SuperTrader: Trading Journal](https://appshunter.io/ios/app/supertrader-trading-journal/id1601101836) | 4.7 (1,136) | Free | Finance | | [OptionTracker: Options Journal](https://appshunter.io/ios/app/optiontracker-options-journal/id6746660638) | 5.0 (3) | Free | Finance | ## More apps by Eze Castle Software LLC - [Eze OMS for iPad](https://appshunter.io/ios/app/eze-oms-for-ipad/id463455307) - [Eze OMS for iPhone](https://appshunter.io/ios/app/eze-oms-for-iphone/id1030553202) All apps by Eze Castle Software LLC: https://appshunter.io/developer/463455310 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-26.*