In-depth post-trade solutions. Wealth management can range from a family office looking to plan and manage multi-generational assets to a private bank and brokerage firm that handles high net worth individuals and their complex households. Whatever their asset range, wealth managers rely on Eagle’s comprehensive, in-depth solutions to automate their post-trade investment, reporting and accounting processes.
Eagle Performance helps wealth managers calculate and attribute performance inclusive of GIPS® composite management. No matter what the asset type—equities, bonds, derivatives, fund of funds or alternatives—Eagle is proven globally to support your wealth management performance reporting requirements. And with the optional Eagle Analytics module, wealth managers can incorporate additional analytics and risk measures to performance attribution analyses.
Fast, accurate, anywhere access. Data is the foundation of your business. Eagle’s data management capabilities include a results dashboard that tracks your clients’ mutual fund investments and holdings. Flexible ad hoc reporting lets you conduct exploratory performance analysis and respond to client and management requests—including RFPs, sample portfolios, date ranges and results—from your tablet or laptop, anywhere and anytime.
Roll your transactions up to the family level or, in the case of private banking, get information for a client on each of his or her investments. And Eagle helps make it easy to provide timely responses to clients or client service personnel.