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A-Team Insight Blogs

Eagle Premieres Version 9.0 with Improved Workflow and Data Management

Eagle Investment Systems is planning a new release of its software aimed at improving workflow and usability in its data management offering. Eagle Version 9.0, details of which were presented at its annual client conference in Florida this week, will be available later this month.

John Lehner, president of Eagle, explains: “Many of the new features and workflows offered in V9.0 were incorporated based on client needs and requests. So far this week, our clients have reacted very favourably to V9.0”.

Eagle’s data management offering includes a redesigned rules editor and features such as the ability to handle multi-leg swaps for derivatives, a pricing option for direct access to pricing information and the ability to modify the system so users can readily access audit information.

The vendor has focused on improving its offering around the processing and settlement of derivatives and new features have been added to Eagle’s Mutual Fund Accounting solution. The upgrade has taken into account regulatory changes with regards to Eagle’s Insurance Accounting solution.

Eagle has also enhanced a number of the products in its performance measurement suite, including introducing a performance analysis capability to enable clients to regroup and filter security level performance. The workflow around the Gips composite management module now enables an end-to-end solution to help clients maintain the composite through an automated process all the way through to creating necessary disclosures. The performance attribution module has also been expanded to include additional methodologies for equity and fixed income attribution models.

Information delivery offers a number of new packaged options for viewing and receiving information in V9.0. The software has been enhanced to allow more points of flexibility that enable clients to generate multiple perspectives of data through the Eagle Data Mart, a tool set that allows the business to define its universe of reportable data and in turn provide access to this data to any downstream system or application.

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