EAI is using Effronâs PERFORMER ASP and Service Bureau facilities to deliver high-end customized performance reporting to their clients. EAI is integrating Effronâs services with its other major vendors to provide straight-through processing of performance and related attribution reports. "As one of the leading investment consulting firms, EAIâs main focus is helping our clients achieve financial success. Outsourcing our reporting operations allows EAI to provide greater customization and reporting channels to our clients while allowing us to concentrate further on our research and advice," stated Tracey Hayes, Senior Vice President of Operations.
"Effron has been working closely with EAI to deliver customized solutions from PERFORMER to address EAIâs high-end reporting requirements said Leno Toich, Managing Director of Effron. "With Effronâs broad client base and 25 years of experience, the PERFORMER platform is increasingly being used to improve operational efficiency, consolidate systems and offer end clients both traditional print media and Web-based reporting."
Evaluation Associates is an investment consulting firm with headquarters in Norwalk, CT. EAI has been providing investment advisory services to the institutional and high net worth investment community since 1976.
Effron Enterprises is an Informa Financial Company with headquarters in White Plains, NY. Effron provides institutional portfolio management and wealth management software and services to the financial services community.