Eagle Portal User Guide V12.1

The Eagle Portal is a Web-based, multilingual information delivery tool that uses the latest technology and reusable components to bring you a modern, consistent, and user-friendly access to your
investment information such as portfolio positions, transactions, and performance. With Eagle Portal, you can run query reports in real time, or Inbox reports on a scheduled or on demand
(ad hoc) basis. Multiple departments in your organization can use the Eagle Portal to streamline operations and reduce costs:

  • Portfolio Managers can use the Eagle Portal to get performance returns for the analysis of fund versus benchmark.
  • 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.

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