Products & Services

Workbench
Our premier Internet product, consistently ranked as the best Web tool among our competitors. Workbench facilitates the investment life cycle from decision-making to execution, settlement and reporting. Workbench provides access to worldwide investment manager and custody-related information, enabling you to measure, monitor, and evaluate daily activity and results — all at the click of your mouse.

Portfolio Management Systems
Eagle PACE portfolio management system takes advantage of Eagle's groundbreaking data-centric approach to allow you to integrate data from all your sources such as trading, analytics, pricing, and accounting. Eagle PACE consolidates all that information in one location, and provides a consistent, high-quality view of your investment data.

Data Hub Solutions
Data Hub Solutions from Eagle Investment Systems serve as the critical link between the front-office order management/trading system and the mid- and back-offices, including settlement and clearing institutions.

Master Recordkeeping
As a Master Recordkeeper, BNY Mellon Asset Servicing is a central repository of information on all of your plans in all locations.

Multinational Master Recordkeeping
Because BNY Mellon Asset Servicing offers a single worldwide custody platform, we track all plans in all locations. What's more, our recordkeeping services are custodian-neutral, allowing local plans to keep their own custodians.

Reference Manager
Eagle Reference Manager is a Web-based data management and workflow solution designed to help establish a data standard throughout an investment organization. Based upon Eagle's unique hub approach, Eagle Reference Manager stores, scrubs, translates, consolidates and validates reference data before disseminating internally or externally - all from a central location.