A comprehensive investment management solution offering multi-asset class data management, reconciliation, and performance measurement tailored for pension funds.
More about Eagle Investment Systems
Automated solutions that reconcile investment transactions, custodian records, and internal accounting systems to ensure data accuracy and identify discrepancies requiring resolution.
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Multi-source Data Integration Supports importing and exporting data from multiple external and internal sources (custodians, investment systems, general ledgers, etc.). |
Eagle Home is marketed as a solution for multi-asset class data management and explicitly supports integration with multiple custodians and internal systems, as per vendor materials. | |
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API Support Offers robust APIs for real-time or scheduled automated data exchange. |
Eagle Home provides a robust suite of APIs for integration with external systems, as referenced on its official documentation and partner integration pages. | |
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File Format Compatibility Ability to process diverse data/file formats (CSV, XLS, XML, SWIFT messages, etc.). |
Official documentation lists compatibility with major file formats including CSV, XLS, XML, and SWIFT messages. | |
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Batch Processing Can process large data sets in batch jobs for efficiency. |
Batch data processing is a fundamental function for high-volume reconciliation in Eagle Home and described in solution literature. | |
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Custom Connectors Supports building and maintaining tailored integrations for bespoke sources. |
Eagle Home supports custom-built connectors for bespoke or unique data sources, as offered in implementation and consulting services. | |
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Real-Time Data Sync Provides immediate data synchronization between connected platforms. |
Real-time data syncing capabilities are highlighted for high-frequency reconciliation and monitoring in product sheets. | |
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SFTP/Data Transfer Automation Automates secure file transfer protocol (SFTP) for exchanging files frequently. |
Secure SFTP and automated file transfers are standard integration methods supported according to IT architecture guides. | |
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Change Data Capture Captures incremental changes rather than just full file imports. |
Change data capture is explicitly referenced as a capability for incremental data management and updating. | |
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System Scalability Handles increased transaction volume and source/system growth without performance degradation. |
Scalability to handle large transaction volumes and data sources is a core design feature described in Eagle Home's technical documentation. | |
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Data Normalization Tools Standardizes data formats and structures during import to ensure consistency. |
Eagle Home supports on-the-fly normalization and transformation of financial data for consistency across sources. | |
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Integration Speed Average time required to import, process and integrate a typical data file. |
No information available | |
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Concurrent Integration Jobs Number of integration jobs that can be processed simultaneously. |
No information available |
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Automated Transaction Matching Automatically matches transactions between systems based on pre-defined rules and logic. |
Automated transaction matching is a highlight of the reconciliation module based on product overview and data sheets. | |
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Configurable Matching Rules Enables administration of customized matching algorithms (static, fuzzy, rule-based, etc.). |
Product permits configuration of matching rules using fuzzy logic and static algorithms as referenced in admin training guides. | |
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Tolerance Settings Allows users to define acceptable thresholds for value/date discrepancies. |
User-settable tolerance levels are available for matching, allowing threshold-based reconciliation. | |
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Exception Handling Workflow Automates the creation and routing of exception queues for unmatched or breaks. |
Exception queueing and rule-driven routing are described in the workflow component features. | |
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Bulk Action Capabilities Permits mass processing or clearing of reconciliation items. |
Bulk action processing, such as batch clears and mass approvals, is supported (as per user manual). | |
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Real-Time Matching Performs reconciliation as data arrives without waiting for end-of-day cycles. |
Real-time matching is a use-case addressed by Eagle Home per vendor whitepapers and client case studies. | |
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Manual Override Options Allows users to manually resolve mismatches if automatic logic is insufficient. |
Manual override allows users to resolve exceptions and mismatches, as stated in the UI walkthrough videos. | |
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Reconciliation Speed Time required to complete reconciliation of standard daily transactions. |
No information available | |
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Reconciliation Capacity Number of transactions/systems reconciled per day. |
No information available | |
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Historical Data Matching Permits matching and reconciliation for back-dated or historical records. |
Historical and back-dated record reconciliation are advertised as features for auditing and regulatory compliance. | |
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Pre-set Reconciliation Templates Provides out-of-the-box templates for standard reconciliation types (cash, position, trade, etc.). |
Multiple predefined templates for cash and position reconciliation are available out of the box. |
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Data Validation Rules Verifies imported data against business and regulatory rules for completeness and accuracy. |
Product performs data validation during import and integration, as stated in compliance features. | |
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Missing/Invalid Data Alerts Automated notification for missing, incomplete, or erroneous data. |
Alerts for missing or invalid data fields are generated in Eagle Home (vendor product demos). | |
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Duplicate Entry Detection Identifies duplicate records to prevent erroneous matched or reported outcomes. |
Duplicate entry checking is mentioned in reconciliation workflow features. | |
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Data Consistency Checks Compares key data fields for uniformity across sources and time periods. |
Product checks for data consistency across systems and over time according to data integrity documentation. | |
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Custom Data Validation Scripts Allows creation and deployment of custom scripts to validate data integrity. |
Custom validation logic can be implemented in scripts as supported by the platform (admin tools manual). | |
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Automated Data Cleansing Corrects or flags anomalous values and standardizes entries automatically. |
Eagle Home provides automated data cleansing as part of ETL and data quality pipelines. | |
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Data Audit Trail Maintains a record of all data imports, changes, and reconciliation actions taken. |
Detailed audit trail for imports, changes, and reconciliation activities is a regulatory compliance core feature. | |
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Validation Failure Rate Proportion of imported records that fail validation checks. |
No information available |
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Centralized Exception Dashboard Provides a unified view of all current and historical breaks and exceptions. |
Exception dashboard aggregates all outstanding breaks, with filter and search capabilities (product screenshots). | |
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Automated Exception Routing Directs new exceptions to designated teams or individuals based on type/severity. |
Auto-routing to resolution teams or designated users is part of the workflow configuration module. | |
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Exception Categorization Tags and sorts exceptions by root cause, status, age, or importance. |
Exceptions are categorized by type, age, owner and root cause (as detailed in reporting features). | |
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Workflow Automation Automates repeatable resolution or escalation steps for exceptions. |
Workflow automation enables multi-step exception resolution, escalation and approval. | |
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SLA Monitoring Tracks time-to-resolution against service level agreements for exception handling. |
SLA tracking and reporting is explicitly referenced as part of Eagle's exception handling suite. | |
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Exception Aging Analysis Monitors the period exceptions remain unresolved. |
Exception age analytics and monitoring included in dashboards and reports. | |
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Automated Notifications System sends email or in-app notifications for outstanding or urgent breaks. |
Automated notifications for urgent issues or aging exceptions are supported via the communications module. | |
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Resolution Comments/Documentation Allows users to append notes or attach documents supporting exception closure. |
Resolution comments and document upload available for audit and tracking (gallery UI examples). | |
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Number of Exceptions Resolved per Day Volume of exceptions closed on a typical business day. |
No information available |
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Complete Audit Trail Tracks every action and modification along with user, timestamp, and before/after values. |
System logs every change and action, with before/after state and user info, as required for institutional controls. | |
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Role-based Access Controls Granular user permissions for viewing, editing, or approving reconciliations. |
Role-based access is enforced at every module and report, as per security documentation. | |
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Regulatory Reporting Tools Creates and exports records meeting pension fund and financial regulatory requirements. |
Eagle Home generates regulatory reports for pension fund compliance per product mandate. | |
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Change Log Exports Permits export of audit activity logs for external review. |
Audit log export functionality is described in audit and compliance features. | |
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User Authentication Standards Supports multi-factor authentication, SSO, and password policies. |
Supports SSO and flexible authentication policies, including MFA support (security overview). | |
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Segregation of Duties Configurations Ensures that critical steps have independent checks and user segregation. |
User roles and approval steps are configurable to comply with segregation-of-duties (SoD) best practices. | |
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Automated Control Checks Monitors and enforces control requirements throughout reconciliation process. |
Automated control routines enforce key compliance and operational checks. | |
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Audit Trail Retention Number of years audit logs are retained in the system. |
No information available |
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Encryption at Rest and in Transit Applies industry-standard encryption to all stored and transmitted data. |
End-to-end encryption (at rest and in transit) is a standard security commitment according to vendor materials. | |
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User Access Logging Monitors and records all user access events. |
User access logging is explicitly listed as supported. | |
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Data Masking/Redaction Masks sensitive fields for unauthorized users or during exports. |
Eagle Home supports data masking/redaction for sensitive information per data privacy statements. | |
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GDPR/CCPA Compliance Support Provides features needed for compliance with key data protection legislations. |
GDPR and CCPA compliance features are addressed for global pension customers. | |
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Penetration Testing and Vulnerability Management Performs routine external/internal security assessments. |
Regular penetration and vulnerability testing is referenced under third-party assurance programs. | |
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Granular Permissions Allows detailed control over what information each user or group can access. |
Granular permissions are configurable for users and roles across the platform. |
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Standard Reconciliation Reports Pre-defined reports for daily, monthly, and exception reconciliation activity. |
Standard reports are available for all reconciliation and exception workflows. | |
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Custom Report Builder Allows users to create tailored reports using filters/criteria. |
Custom report builder is provided as a key reporting tool. | |
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Dashboard Visualizations Provides real-time charts and graphs for reconciliation status, exceptions, and trends. |
Dashboards feature real-time visualizations for exception and reconciliation statuses. | |
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KPI Monitoring Tracks and reports on key performance indicators. |
KPIs are monitored and presented on dashboards and in custom reports (case studies and product sheets). | |
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Scheduled Reports Automates generation and distribution of periodic reports. |
Scheduling automated report delivery is a built-in feature listed in product brochures. | |
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Export Options Exports data/reports to common file formats (PDF, XLS, CSV). |
Exports permitted to PDF, Excel, and CSV per user documentation. | |
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Data Drill-down Allows users to click through from summary to transaction-level detail in reports. |
Drilling down from reports to transaction detail is supported (user interface demo). | |
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Report Generation Speed Typical time to generate large reports. |
No information available |
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Intuitive User Interface Designed for quick adoption and minimal training requirements. |
UI designed for institutional users with intuitive navigation and minimal learning curve per client testimonials. | |
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Role-specific Dashboards Presents relevant data and actions based on user responsibilities. |
Role-specific dashboards are a configurable element in Eagle Home. | |
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Accessibility Compliance Supports WCAG or local accessibility regulations for users with disabilities. |
No information available | |
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Localization/Language Support Interface is available in multiple languages. |
No information available | |
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Mobile Access Accessible from mobile devices (responsive web or native app). |
Accessible via responsive web interface on mobile devices. | |
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Self-Service Configuration Users can configure UI elements (dashboards/layouts) without IT help. |
Users can configure their dashboards and some layouts via self-service in the UI. | |
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Quick Search and Filter Features Powerful tools for rapid access to specific transactions or exceptions. |
Quick search and filtering tools for transactions and exceptions described in product tours. |
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Cloud and On-premises Options Available as SaaS/cloud or on-premises deployment. |
Eagle Home can be deployed as SaaS or on-premises depending on client need. | |
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Automated Upgrades System automatically updates to latest version with minimal downtime. |
Automated upgrades are delivered for the cloud/SaaS deployment (per vendor onboarding guide). | |
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Disaster Recovery Capability Built-in features for business continuity and quick recovery after failures. |
Disaster recovery and business continuity options are a core compliance feature. | |
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Scheduled Maintenance Windows Defined maintenance periods with minimal business disruption. |
No information available | |
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User Support Portal Access to documentation, ticket submission, and system health checks. |
User support portal with documentation, ticketing, and status is available. | |
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Dedicated Customer Support Direct access to product support specialists. |
Dedicated support teams are provided for institutional clients. | |
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Implementation Timeline Average weeks required for initial implementation. |
No information available |
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Concurrent User Support Maximum number of active users supported simultaneously. |
No information available | |
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Transaction Throughput Maximum number of transactions that can be processed per minute/hour. |
No information available | |
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Peak Load Handling System capability to maintain performance under peak loads. |
Product is marketed for high-volume, high-performance environments with maintained performance. | |
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Geographic Distribution Support for users and operations in multiple regions with low latency. |
Global clients in vendor references indicates support for multi-region use and geographically distributed performance. |
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