You want to know, typically by client, your current investment strategy compared to the benchmark for each client. And you also need to see the attribution component clearly—where the returns occurred and how they performed.
That’s the day to day. But having the right tools and infrastructure in place from Eagle also allows you to free up more time to attract new clients and grow your AUM even more. Respond to client and management requests from your tablet or laptop, anytime, with Eagle’s flexible Portal with ad hoc reporting.