Broker-Dealers

Scalable power. Some of the world’s most competitive brokerage and separately managed account (SMA) firms use Eagle’s solutions to simplify their back-end operations with pure number-crunching power, enabling them to concentrate on client-facing and growth activities. Whether you have thousands or millions of customers you need accurate investment accounting (including the cost basis reporting requirements of the legislation of 2008), consolidated information and household reporting, and sophisticated performance measurement to help stay ahead of the competition.    

Our effective data management and accounting solutions give your customers immediate access to their information. That way, when the exceptional happens, you have a more complete picture of the situation and can make better-informed decisions.

Eagle’s performance measurement system can help your investment consultants understand whether your client’s investment strategy is on track or not, and we can help your clients with self-serve access to their statements.