Technology Solutions

Workbench

Workbench is our Web-based information delivery product. It includes a comprehensive reporting engine, an advanced graphics module, a variety of intellectual properties, an online real-time inquiry tool and a transaction notification module. It is designed for institutional clients, investment managers and consultants, and provides immediate access to a broad range of investment information.

INFORM

INFORM is a Web-based product that provides information on custody, accounting, settlement and related activity. In addition, this tool provides Web-enabled instruction capture capability for cash and securities, as well as foreign exchange instructions.

Eagle Investment Systems

Eagle Investment Systems provides Web-based solutions to integrate and streamline the investment process in support of data management, investment accounting and performance measurement. Eagle's product suite is offered as an installed application or can be hosted via Eagle ACCESS, Eagle's ASP offering. By deploying Eagle's world-class solutions over the internet, Eagle ACCESS can help firms minimize the risk and expense associated with maintaining hardware and software internally.

Whether a boutique company or an international multi-business line corporation, Eagle supports the unique business and system requirements of investment management organizations, mutual fund companies, hedge funds, brokerage firms, banks/trusts, public sector organizations, plan sponsors, endowments and insurance companies — all on one platform.

Data Management
Eagle's data management solution helps investment managers create an enterprise data standard by consolidating, validating and enriching financial data, resulting in accurate, quality investment information which can be delivered to key decision makers and clients in a timely manner. Using Eagle, firms have a complete view of their data: the ability to flexibly aggregate across their holdings or drill down through complex structures to analyze their business, manage risk and make informed business decisions.
Investment Accounting
Eagle's investment accounting solution offers an exception-based, flexible architecture to address complex accounting requirements including regulatory, operational and client needs, as well as the ability to quickly account for new security types. On one platform, Eagle's investment accounting solution supports a firm's multiple business lines, including investment managers, banks, mutual fund administrators, insurance companies, pension plans, hedge funds, public funds and private wealth managers.
Performance Measurement
Eagle's performance measurement and attribution solution helps investment managers anticipate and react to today's market while addressing client and regulatory requirements. It also helps support analysis and reporting needs across multiple functions, including GIPS® composite management, index construction, portfolio performance, retail fund calculations, equity and fixed income attribution.