Alliance Partners

Achieve more by aligning yourself with
a winning team.

At Eagle, we strive to be the best in our three focus areas of Data Management, Accounting and Performance Measurement. We seek to establish strategic relationships with organizations that provide complementary products and services. Eagle’s Alliance program is an essential component of Eagle’s global strategy to help simplify and accelerate the delivery of industry leading solutions to our clients.

To learn more about how your company can benefit from Eagle’s Strategic Alliance program, email eaglealliances@eagleinvsys.com.

Our Strategic Alliances: 

 

Arabesque Asset Management

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Assette

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Best Credit Data

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Burgiss

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CloudMargin

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corfinancial

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Donnelley Financial Solutions

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Electra Information Systems

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Fidelity Corporate Action Solutions

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Financial Recovery Technologies

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FINCAD

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ICE Data Services

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Infogix

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Instinct

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MicroStrategy

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Seismic

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SIX Financial Information

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Vega Investment Technologies

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Note: Some of the strategic alliances listed above may have agreements in place with Eagle that provide revenue sharing or referral fees to Eagle

Best Credit Data

Best Credit Data (BCD) is a Boston based company that is laser focused on building evaluated pricing products for US Municipal and US Corporate bonds. Using cloud based computing and proprietary algorithms, BCD believes they have created the best evaluated pricing products for US Municipals and US Corporate Bonds.

Relationship Overview
Eagle clients now have the ability to seamlessly integrate BCD end-of-day US Municipal and US Corporate Bond evaluated prices, into the client’s local workflows for use in NAV calculations and other workflow solutions such as portfolio attribution or bond analysis.

Infogix

The vision for Infogix has been shaped through our many experiences over the years building out large scale data management products and solving many of the data problems faced by both the financial services and other industries. Our mission is to connect the lessons learned from prior experiences with the power of collaboration to make it easier to understand and transact with data.

Relationship Overview
Infogix is a collaborative Data Governance solution that provides Eagle clients a platform to gain a broad and comprehensive understanding of their enterprise data (beyond their data stored in Eagle). Infogix users gain valuable insights into data definitions, lineage, ownership and quality dimensions for all data flowing into or manufactured out of Eagle applications, as well as additional data domains such as human resources, finance and sales and distribution. The end result is a platform, enabled by and integrated with Eagle, providing end-to-end views of the data landscape across your organization.”

View Eagle and Infogix Solution PDF

Electra Information Systems

Electra is a leading provider of solutions for account reconciliation, data acquisition and transformation, trade matching and settlement, client fee billing and revenue management. All streamline and automate investment operations, reducing costs and risk. Over 200 clients in 11 countries use Electra’s proven solutions, including one-third of the top 100 institutional investment managers and many leading hedge funds.

Electra provides Eagle clients with automated post trade solutions which enhance operations efficiency, accuracy and transparency. Electra solutions integrate with Eagle, extending Eagle capabilities for reconciliation, data acquisition and transformation, trade matching and settlement and client fee billing.

View Eagle and Electra Billing Solution PDF

Fidelity Corporate Action Solutions

Fidelity Corporate Actions Solutions is a trusted source for global corporate actions data and workflow tools that streamline activities across the lifecycle of an event and give clients the confidence they need to effectively process this time-sensitive information. We are also a service provider to many business units within Fidelity.

Relationship Overview
Eagle and FCAS have built an integrated, end-to-end corporate action workflow management solution to automate event and election processing into Eagle accounting including event cancelations and rebooking's.

View Eagle and Fidelity Corporate Actions Solutions PDF
View Eagle and Fidelity Corporate Actions Case Study PDF
 

Financial Recovery Technologies

Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering a comprehensive range of claims filing and monitoring services, FRT provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available.

Relationship Overview
Eagle and Financial Recovery Technologies have established a strategic alliance to offer FRT’s end-to-end claims filing and monitoring services to Eagle’s clients.

FINCAD

FINCAD is the leading provider of valuation and risk analytics for multi-asset derivative and fixed income portfolios. FINCAD helps over 1,000 global financial institutions enhance investment returns, manage risk, reduce costs, comply with regulations, and provide confidence to investors and shareholders. Clients include leading asset managers, hedge funds, insurance companies, pensions, banks, auditors and over 75 Alliance Partners.

Partnership Overview
FINCAD analytical libraries, valuation and risk models are integrated to enhance the analytics, valuation and risk capabilities in the Eagle product suite.

Intercontinental Exchange (ICE)

Intercontinental Exchange (NYSE: ICE) operates the leading network of global futures and equity exchanges and provides world class clearing, data and listing services across commodity and financial markets. The New York Stock Exchange is the world leader in capital raising and equities trading.

Formed in 2000, ICE’s electronic trading platform brought more transparency and accessibility to the OTC energy markets. Soon after, ICE added global futures and cleared OTC markets across virtually all asset classes, data services and clearing houses. With a culture of growth through client service and innovation, ICE’s global network and state-of-the art technology solutions serve the dynamic needs of market participants around the world.

Today, the result is an ecosystem of 11 exchanges, 6 clearing houses as well as global data and listings services, that combine to provide access to global capital and derivatives markets.

Relationship Overview
ICE Data Services, which includes evaluated pricing, analytics and reference data from ICE Data Services company Interactive Data Pricing and Reference Data LLC, is a leading provider of financial market data (security master, listed prices, evaluations, dividends/splits, factors, FX rates.) ICE Data Services and Eagle have collaborated to support seamless integration and workflows that enable the movement of ICE Data Service data into Eagle’s product suite including Eagle Data Management, Eagle Accounting and Eagle Performance. Eagle clients contract directly with Interactive Data to gain access to the financial market data when using Eagle applications. Evaluated pricing provided in the US through Interactive Data Pricing and Reference Data LLC.

View Eagle and ICE Solutions PDF

MicroStrategy

Founded in 1989, MicroStrategy is a leading worldwide provider of enterprise software platforms. Our mission is to provide the most flexible, powerful, scalable, and user-friendly analytics and identity management platforms, offered either on premises or in the cloud.

SIX Financial Information

SIX Financial Information is a leading global provider of data and value-added services for the wealth and asset management industry. Aggregated directly and in real-time from 1500 worldwide sources - covering all the major trading venues - SIX’s database includes reference and market data, corporate actions, regulatory data and pricing information for over 20 million instruments. With offices in 24 countries, SIX combines the advantages of local expertise with global reach to offer financial specialists comprehensive data services for Asset Servicing and Administration, Middle Office, Investment Advisory, Portfolio and Fund Management.

corfinancial

corfinancial provides software solutions and advisory services to banking and financial services organizations worldwide.

salerio is an end-to-end post-trade confirmation, settlement and tracking platform. Its advanced exception management capabilities allow users full control of key trade data to reduce operational and financial risk throughout the entire post execution processing cycle.

Relationship Overview
Eagle and corfinancial’s alliance offers Eagle’s clients a bundled post-trade support module whose out-of-the-box functionality supports communication with Omgeo CTM, Omgeo Oasys Domestic, Omgeo TradeSuite and SWIFT. The process utilizes Eagle’s sophisticated data integration capabilities to provide trade data to or from salerio to support real-time trade status and management transparency, reduce settlement risk, eliminate erroneous accounting entries caused by bad trade data, and minimize total post-execution operating costs.

View Eagle and corfinancial Solutions PDF

Burgiss

Burgiss is a global provider of investment decision support tools for the private capital market. Our tools are software applications for portfolio monitoring and reporting, performance measurement and benchmarking, cash flow forecasting, document management, investor administration and exposure analysis; investment services, such as holdings and fundamentals transparency, portfolio reporting, data management and research, including model validation and simulations; and data and analytics, such as benchmarks, performance, risk and behavioral data on the private capital market.

Donnelley Financial Solutions

Donnelley Financial Solutions provides software and services that enable clients to communicate with confidence in a complex regulatory environment. With 3,500 employees in 61 locations across 18 countries, we provide thousands of clients globally with innovative tools for content creation, management and distribution, as well as data analytics and multi-lingual localization services. Leveraging advanced technology, deep-domain expertise and 24/7 support, we deliver cost-effective solutions to meet the evolving needs of our clients.

Relationship Overview
The primary focus of this alliance is to offer Eagle clients an automated and supported solution using Donnelley Financial’s FundSuiteArc, a financial reporting and regulatory filing platform, to address financial reporting and the new SEC modernization initiative, specifically the upcoming N-PORT and N-CEN filings. As part of the alliance, Eagle and Donnelley Financial are working to develop a standard integration between the Eagle solutions and the FundSuiteArc platform. This integration will help to automate the data movements and simplify the creation and submission of financial reports and regulatory filings.

View the Eagle and Donnelly Financial Solutions PDF

Vega Investment Technologies

Vega Investment Technologies specializes in the area of post-trade processing of derivatives and risk management solutions for the buy-side. Vega has deep knowledge of key issues facing the industry participants in above area including Regulatory changes(Dodd-Frank, MiFIDII, EMIR, N-PORT, etc), Business process challenges such as manual processing and IT complexity. Our risk solution offering is an extension of Eagle performance and is an Integrated Performance & Risk solution for PBOR . It also provides transparency through all calculations and gives clients the full rights to publish results.

Relationship Overview
Vega has built an Ex-Ante Risk solution integrated with the Eagle platform that provides required risk analytics such as VaR, Sensitivity Analysis, Scenario Analysis/Stress Testing at both Portfolio and Security level. In addition it not only allows Risk managers and Analysts to configure and run the required analytics in real-time but it also allows for monitoring the calculations and viewing the results in a web based user interface.

View the Eagle and Vega Solutions PDF
View the Eagle and Osool Case Study PDF

CloudMargin

Headquartered in London, CloudMargin created the world’s first cloud-based collateral management workflow tool, which has earned eight different industry awards since 2015 for innovation and best-in-class technology. The firm’s Software-as-a-Service (SaaS) model is helping many of the leading financial institutions globally—including exchanges, brokerage firms, banks, asset management firms and insurance companies—meet time-critical regulatory deadlines and reduce costs associated with collateral requirements that are growing dramatically. CloudMargin bypasses many of the shortfalls of legacy, on-premise software, enabling clients to experience rapid implementation and access to robust and secure collateral management workflow software. For more information, visit www.cloudmargin.com.

Relationship Overview
Eagle and CloudMargin have formed an alliance to provide Eagle clients with an end-to-end collateral management and margin workflow solution. This combined solution will automate margin call communications (via AcadiaSoft MarginSphere) and collateral transfer messaging (via SWIFT) between Eagle clients and their counterparties and will include round-trip processing between CloudMargin and the Eagle product suite.

View the Eagle and CloudMargin Solutions PDF

Assette

Assette is a leader in cloud-based sales and client communications solutions for institutional asset managers. Asset managers use Assette software to integrate data from multiple systems and automatically generate client reports, marketing materials, input for manager databases, and offer secure client portals. The result is consistent information across external communications, with a reduced risk of errors, produced in seconds.

Relationship Overview
Eagle and Assette have established a strategic alliance to offer Assette’s sales and client communications solutions to Eagle clients. This alliance solution will provide for the automation and generation of client reports, marketing materials and other external-facing output.

View the Eagle and Assette Solution PDF

Instinct

Instinct is a fin-tech innovation firm that exists to simplify the complex world of financial services. Instinct architect, design and engineer digital products and services to improve the way people make financial decisions. Instinct challenge the status quo and bring new perspectives and opportunities to a complex and regulated global sector. With a unique blend of design, user experience, technology and financial services experts Instinct help clients to think and be different in an always connected digital landscape.

Relationship Overview
Eagle and Instinct have established a strategic alliance to offer Instinct’s AMID platform. AMID is a SaaS investment reporting service that brings together data, compliance, brand and content into a single integrated platform enabling investment and asset management firms to build on-demand, tailored and compliant investment reporting experiences. AMID offers a suite of comprehensive self service capabilities and pre-built but configurable digital investment experience solutions across marketing, sales and client reporting channels. This alliance will provide for the automation, integration and workflow of Eagle data to AMID.

Seismic

Seismic is the world’s leading content automation and sales enablement solution for marketing, sales and client service teams. Over 150 asset managers—large and small—leverage Seismic to drive marketing efficiency and increase sales effectiveness through powerful content automation that significantly reduces quarter-end production times and ensures intelligent distribution of relevant and personalized content to deliver a world-class client experience. Powerful content controls and visibility into usage enables compliance and helps mitigate risk.

Relationship Overview
Eagle and Seismic have established a strategic alliance to offer Seismic’s content automation and sales enablement solution to Eagle clients. This combined solution will allow teams across the enterprise to leverage Eagle data across a broad range of hyper-personalized client materials on-demand with speed, accuracy, and visibility into end-user engagement.

Arabesque Asset Management

Arabesque Asset Management is an ESG Quant asset management firm. It aims to bring a new dimension to investing, using self-learning quantitative models and big data to assess the performance and sustainability of globally listed companies. Their rules-based approach to stock selection integrates ESG information with financial and momentum analysis, and leverages the technology of Arabesque S-Ray®. Arabesque S-Ray® is the firm’s proprietary tool that allows anyone to monitor the sustainability of over 7,000 of the world’s largest corporations. Arabesque S-Ray® is a next generation transparency lens that can empower all stakeholders to make better decisions for a more sustainable future. Through machine learning and big data, Arabesque S-Ray® systematically combines over 200 environmental, social and governance (ESG) metrics with news signals from over 50,000 sources across 15 languages. Both scores are combined with a preferences filter that allows anyone to better understand each company’s business involvements, and how those activities align with personal values. It is the first tool of its kind to rate companies on the normative principles of the United Nations Global Compact: Human Rights, Labour Rights, the Environment, and Anti-Corruption (GC Score). Additionally, Arabesque S-Ray® provides an industry-specific assessment of companies’ performance on financially material sustainability criteria (ESG Score).

Relationship Overview
Arabesque Asset Management and Eagle Investment Systems have established a strategic alliance to offer Arabesque S-Ray ® data with Eagle’s product suite to support data validation and reporting of Arabesque’s S-Ray ESG data as part of a consolidated portfolio view. Arabesque offers S-Ray first level ESG data attributes to Eagle clients at no charge and should clients require the detailed S-Ray attributes, Eagle clients contract with Arabesque directly.

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Alliance Partners
Eagle,data management,accounting,performance measurement,investment management solutions,solution,Eagle Strategic Alliance program
We strive to be the best in our three focus areas of data management, accounting and performance measurement. We establish strategic relationships with organizations that provide complementary products and services for our clients.