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- Back Office Operations can use the Eagle Portal to get positions and transactions for reconciliation.
- Client Services can use the Eagle Portal to provide customer support.
Here's what you can do:
- Log in to the Eagle Portal
- Manage available portfolios
- Run and manage inbox reports
- Run and manage query reports
- Run and manage dashboard reports
- Manage the Eagle Portal settings
- Manage important system notifications
In the Eagle Portal, the Eagle Portal Administrator has special administrative privileges that allow configuration and setup of portfolios, Inbox reports, dynamically generated query reports including MicroStrategy reports, and dashboard reports, as well as assignment of user level and group level permissions. For more information about configuring the Eagle Portal and the responsibilities of the Eagle Portal Administrator, refer to theĀ Eagle theĀ Eagle Portal System Administration Guide.