Fidelity Actionsxchange and Eagle Investment Systems Collaborate to Offer an Integrated Corporate Actions Workflow Solution

Boston - 20 October 2015

New relationship extends the Eagle Investment Systems technology eco-system with automated notification and response system from Fidelity ActionsXchange 

Fidelity ActionsXchange, Inc. and Eagle Investment Systems, LLC today announced a relationship intended to deliver validated corporate actions information and elections seamlessly to Eagle Investment Systems’ accounting platform. Eagle Investment Systems, LLC, a provider of financial services technology and a subsidiary of BNY Mellon, integrates with other financial technology and service providers to help create a more streamlined experience for clients. Fidelity ActionsXchange’s notification and response service, ActioNResponseSM, is the most recent service that will be made available within this ecosystem.

The addition of a complete, end-to-end corporate actions workflow management platform from Fidelity ActionsXchange will allow Eagle Investment Systems clients, who have entered into an agreement with ActionsXchange, to experience an automated and more accurate and timely workflow processing of corporate actions events.  

“The formation of a strategic relationship with Eagle Investment Systems allows us to offer Eagle clients with a timely system for accessing and responding to data which has achieved ‘golden copy’ status,” said Will Dolan, head of Fidelity ActionsXchange.  “We are committed to not only bringing complete and complex data to our clients, but to also automate the workflow that processes this data.”    

“This new collaboration allows us to refer our accounting clients to Fidelity ActionsXchange for the tools that can automate the manual processes they once had in place to review corporate actions data,” said Mal Cullen, chief executive officer, Eagle Investment Systems. “This new process not only speeds up this time-sensitive process, it also helps mitigate risk for our clients.” 

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development