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West Hartford, Connecticut Office

65 LaSalle Road Suite 305
West Harford
CT

Toronto, Ontario, Canada Office

320 Bay Street, Suite 1000, PO Box 20
Toronto

San Francisco, California Office

100 Pine Street 31st Floor
San Francisco
CA

Telephone

617-219-0344

Contact

Leslie Owren
[email protected]

Tagline

Helping the world grow assets efficiently.

Mission Statement

Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. In addition to the cloud solutions, Eagle’s Managed Services offering helps deliver enriched and ready for use investment data. Eagle Investment Systems’ integrated technology, products and services help our clients to grow their assets efficiently and effectively.

Profile

Eagle Investment Systems, a BNY Mellon Company, provides data management, investment accounting and performance measurement solutions to global financial institutions.

Benefits

The world of financial services is vast, diverse and complex. Yet, within the investment industry, there are a few universal commonalities – or challenges – that all firms, regardless of size or AUM, share: the need for speed, accuracy, compliance and timeliness when it comes to their data.

The constant deluge of information your business is bombarded with every day needs to be consumed and re-purposed, quickly, in multiple ways across your organization. Eagle’s solutions can help relieve the burden of managing your data, so you use it more efficiently to make better investment decisions, work with clients and grow your business.

No matter what your challenges are, Eagle can help you select a powerful yet flexible solution that can adapt and grow with your organization. And while making the right technology investment decision can be a complicated and lengthy process, working with Eagle won’t be. Our sales, service and support teams work closely together and are committed to providing you with an extraordinary level of service, during deployment and in the years to come.

History

Eagle was founded in 1989 as Eagle Development Group, LLC and originally provided technology consultation and system implementation services to the investment management community. In 1996, Eagle began the transition to a software provider with the launch of its flagship product, Eagle PACE (now known as Eagle Data Management). The transition to a product only organization expanded in 1999 with the launch of its investment accounting platform Eagle STAR (now known as Eagle Accounting), soon followed by the performance measurement solution, Eagle Performance. In June 2000, the company name was changed to Eagle Investment Systems LLC to reflect the shift in emphasis from consultancy services to software provision.

In early 2001, Eagle purchased ITS Associates, Inc., now Eagle ACCESS(SM). Today, Eagle ACCESS is the private cloud offered by Eagle Investment Systems. In the fall of 2001, Eagle was purchased by Mellon Financial Corporation and became a wholly owned subsidiary, which is now BNY Mellon.

Eagle has continued to expand its capabilities by opening offices in Australia, Canada, China, UAE, India, Great Britain, Poland, and Singapore. Today, Eagle’s solutions help manage more than $27 trillion in assets and are supported by a dedicated staff of more than 1000 professionals. Eagle continues to be committed to efficient and cost effective implementations, and in addition to its implementation and technical consulting services, leverages a strong network of leading alliances in the industry that continue to help cultivate its success.

Focus

Eagle Investment Systems, a BNY Mellon Financial Company, is a global leader of financial services technology, serving many of the world’s most prominent financial institutions. Eagle’s Web-based solutions integrate and automate critical front-, middle- and back-office functions in support of clients’ internal straight-through processing needs. Eagle helps firms, including asset managers, asset owners, funds, alternatives, plan sponsors, endowments, sovereign wealth, banks, brokerage, corporate trusts, and insurance companies. Eagle’s products are available on a direct subscription model or ASP, via Eagle ACCESS(SM).

At the core of Eagle’s solution philosophy is technological innovation. In support of this core value, we continually expand our product offerings and capabilities by embracing new technologies and cloud native delivery.

Goals

Eagle’s mission is to be the recognized global leader of high quality and innovative data management, accounting, and performance measurement solutions for the financial services industry.

People

Mal Cullen, Chief Executive Officer

Steve Taylor, Chief Technology Officer

Diane McLoughlin, Chief Client Officer

Dan St. Onge, Chief Operating Officer

Fred Schpero, Chief Financial Officer