About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Eagle Lands Legacy Replacement Deal at Boutique Firm Trilogy

Subscribe to our newsletter

US-based Trilogy Global Advisors, a boutique emerging markets equities fund manager, is implementing technology from Eagle Investment Systems to help manage its portfolio.

The Eagle suite of products will enable Trilogy to retire its legacy accounting system. According to John Lehner, president of Eagle Investment Systems, there are a couple of reasons for Trilogy’s decision to replace its inhouse proprietary system. “The business is growing very rapidly and they wanted a system that was able to scale with that growth and handle increasing volumes of business,” he says. “They also need to be able to support a wide breadth of securities, and they were aware of their existing system’s inability to accommodate the full range of security types.”

There are three functional areas of the solution being deployed at Trilogy – data management, performance measurement and investment accounting, which was a key driver behind Trilogy’s decision. Trilogy will also be leveraging Eagle’s web distribution and reporting capabilities.

Lehner says at the core of Eagle’s offering is a data-centric approach, which enables clients to accommodate multiple data sources. With Eagle’s open architecture Trilogy will be able to incorporate new applications and de-couple legacy systems as the company continues to grow.

Trilogy will leverage the Eagle solution’s reporting capabilities to help generate accurate and timely information. As part of its reporting solution, Trilogy will utilise the Eagle Portal, a web-based delivery tool, to distribute reports to Trilogy’s investment professionals. Eagle’s professional services group will work with Trilogy to implement the Eagle suite.

Eagle is currently integrating Trilogy’s data sources into the front office including market data, reference data and security master type data. The next phase is to integrate customer and reconciliation data into the middle and back office. The integration is being rolled out in phases with different areas going live in increments of around 90 days. The installation will be completed in a period of eight months. Separately, Eagle has released V8.0 of its suite. Eagle V8.0 includes enhancements to various aspects of automation and data generation.US-based Trilogy Global Advisors, a boutique emerging markets equities fund manager, is implementing technology from Eagle Investment Systems to help manage its portfolio.

The Eagle suite of products will enable Trilogy to retire its legacy accounting system. According to John Lehner, president of Eagle Investment Systems, there are a couple of reasons for Trilogy’s decision to replace its inhouse proprietary system. “The business is growing very rapidly and they wanted a system that was able to scale with that growth and handle increasing volumes of business,” he says. “They also need to be able to support a wide breadth of securities, and they were aware of their existing system’s inability to accommodate the full range of security types.”

There are three functional areas of the solution being deployed at Trilogy – data management, performance measurement and investment accounting, which was a key driver behind Trilogy’s decision. Trilogy will also be leveraging Eagle’s web distribution and reporting capabilities.

Lehner says at the core of Eagle’s offering is a data-centric approach, which enables clients to accommodate multiple data sources. With Eagle’s open architecture Trilogy will be able to incorporate new applications and de-couple legacy systems as the company continues to grow.

Trilogy will leverage the Eagle solution’s reporting capabilities to help generate accurate and timely information. As part of its reporting solution, Trilogy will utilise the Eagle Portal, a web-based delivery tool, to distribute reports to Trilogy’s investment professionals. Eagle’s professional services group will work with Trilogy to implement the Eagle suite.

Eagle is currently integrating Trilogy’s data sources into the front office including market data, reference data and security master type data. The next phase is to integrate customer and reconciliation data into the middle and back office. The integration is being rolled out in phases with different areas going live in increments of around 90 days. The installation will be completed in a period of eight months. Separately, Eagle has released V8.0 of its suite. Eagle V8.0 includes enhancements to various aspects of automation and data generation.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Are you making the most of the business-critical structured data stored in your mainframes?

Fewer than 30% of companies think that they can fully tap into their mainframe data even though complete, accurate and real-time data is key to business decision-making, compliance, modernisation and innovation. For many in financial markets, integrating data across the enterprise and making it available and actionable to everyone who needs it is extremely difficult....

BLOG

Standards and Identifiers Help to Prevent ‘Data Chaos’: Webinar Preview

Financial institutions’ absorption of ever-greater volumes of data, and their utilisation of it in a surging number of use cases, is putting strains on their data management processes. Taking the friction out of those workflows can improve performance substantially. But the absence of a unified international set of standards to ensure all data used by...

EVENT

ESG Data & Tech Briefing London

The ESG Data & Tech Briefing will explore challenges around assembling and evaluating ESG data for reporting and the impact of regulatory measures and industry collaboration on transparency and standardisation efforts. Expert speakers will address how the evolving market infrastructure is developing and the role of new technologies and alternative data in improving insight and filling data gaps.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...