Eagle Investment Systems LLC, a Mellon Financial CompanySM, announced today that Trilogy Global Advisors has selected Eagle’s integrated investment accounting, data management, performance measurement and reporting solutions to help manage its more than $10 billion portfolio of assets under management.
The Eagle suite of products will provide Trilogy with a comprehensive and integrated solution, allowing Trilogy to retire its legacy accounting system. Trilogy will leverage the Eagle solution’s reporting capabilities to help generate accurate and timely information. As part of its reporting solution, Trilogy will utilize 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’s suite offers us the functionality we need for today, but more importantly, its flexibility positions us well for future growth,” said Mark Rubin, Trilogy’s head of application development. “Our managers, operations and trading teams each require immediate access to accurate data in their terms – that’s the power of Eagle's open architecture - the ability to deliver what you need when you need it.”
“Trilogy is another example of a growing list of clients that are tapping Eagle’s data-centric platform to assist them in streamlining a global investment management process. Using our integrated platform will increase Trilogy’s operational efficiency, and our Web-based design will allow Trilogy to work seamlessly between their various locations,” said John Lehner, Eagle president. “We are excited to provide Trilogy with solutions for their investment accounting, data management, performance measurement and reporting challenges.”