x.eye Online includes the same set of robust services and functionality available in x.eye wealth.manager, including: portfolio management, proposal generation, relationship-centric sales and service, investment policy statements, performance measurement, data aggregation, advanced client reporting, practice management and portfolio modeling.
x.eye Online takes advantage of x.eyeâs highly scaleable architecture and web services framework to accommodate the sophisticated needs of a wide range of wealth management firms. x.eye Online operates in a highly secure environment and is easy to deploy, giving customers with less IT infrastructure all the same advantages of an in-house installation at a significantly reduced cost.
"We are very pleased that the interest in x.eye Online has been strong. It gives us another vehicle to create value for our clients" said John Fennelly, Managing Director. According to Craig OâNeill, President and CEO, "With x.eye Online weâre providing enterprise-class wealth management services at a cost that is affordable for firms that typically have to settle for much less. We are confident that x.eye Online will allow us to reach a broader spectrum of wealth managers and deliver a premiere set of services and data capabilities to help them attract new clients and enhance their customer service capabilities."