Total Return

Total Return

SS&C Technologies
Mezzi Total Return

Related Products

  • Sharesight
    4.0 out of 5 stars 566 Ratings
    Visit Website for Sharesight
  • Monarch Money
    4.9 out of 5 stars 139,855 Ratings
    Visit Website for Monarch Money
  • eToro
    4.0 out of 5 stars 32,417 Ratings
    Visit Website for eToro
  • CartonCloud
    4.8 out of 5 stars 129 Ratings
  • SuperOps
    4.5 out of 5 stars 297 Ratings
    Visit Website for SuperOps
  • Project Insight
    4.5 out of 5 stars 122 Ratings
    Visit Website for Project Insight
  • Nexo
    4.4 out of 5 stars 18,841 Ratings
    Visit Website for Nexo
  • SharpeSoft Estimator
    4.7 out of 5 stars 48 Ratings
    Visit Website for SharpeSoft Estimator
  • Planview Portfolios
    4.2 out of 5 stars 200 Ratings
    Visit Website for Planview Portfolios
  • Zahara
    4.4 out of 5 stars 34 Ratings
    Visit Website for Zahara
Mezzi:

About

Mezzi is a new way to build wealth and access insights currently reserved for those with expensive wealth advisors. Keep all of your investment accounts and use Mezzi's personalized steps to save on capital gains taxes, reduce fund fees, increase passive income, and optimize your portfolio allocation. Smart investing requires seeing your investments in one place. Compare performance and allocations across your different accounts and start optimizing. Mezzi's suggestions will help you rebalance your allocations and put your extra cash to work. Managing your investment taxes is complicated. Mezzi's advanced calculators and AI-powered suggestions make it simple to save on taxes. Mezzi's AI suggests less expensive funds with similar exposure so you can save thousands in fees. At Mezzi, your privacy and the security of your data are paramount to us. With an ad-free experience, you can trust that your data remains exclusively yours, we will never sell it to third parties, today or ever.
Total Return:

About

SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform.
Mezzi:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Total Return:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Mezzi:

Audience

Professional users wanting a tool to manage their investment accounts and access portfolio insights
Total Return:

Audience

Investment funds seeking a solution to manage investment accounting, partnership accounting and general ledger operations
Mezzi:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Total Return:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Mezzi:

API

Offers API Not Supported
Total Return:

API

Offers API Not Supported
Mezzi:

Screenshots and Videos

Total Return:

Screenshots and Videos

Mezzi:

Pricing

$9.99 per month
Free Version Supported
Free Trial Not Supported
Total Return:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Mezzi:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Total Return:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Mezzi:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Total Return:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Mezzi:

Company Information

Mezzi
www.mezzi.com
Total Return:

Company Information

SS&C Technologies
United States
www.ssctech.com/solutions/products-a-to-z/total-return
Mezzi:

Alternatives

Total Return:

Alternatives

Mezzi:
Total Return:
FundCount

FundCount

FundCount Americas
Mezzi:
Total Return:
PFS-Paxus

PFS-Paxus

Pacific Fund Systems
Mezzi:
Total Return:
Mezzi:
Total Return:
AdvisorWare

AdvisorWare

SS&C Technologies
Mezzi:

Categories

Wealth Management Supported
Total Return:

Categories

Mezzi:

Integrations

No info available.
Total Return:

Integrations

No info available.
Mezzi:
Claim Mezzi and update features and information
Claim Mezzi and update features and information
Total Return:
Claim Total Return and update features and information
Claim Total Return and update features and information