Set Up Entities

In Eagle's Data Management solution, an entity is a collection of securities. Most commonly, this is a Portfolio or Fund, but also includes other structures. An entity is defined as an investment system, comprised of its norms, standards, and rules. Or it is defined as a collection of investments owned by the same individual, corporation, partnership, or trust.

You can use Portfolio Data Center to set up and maintain entities for use with Eagle Data Management solutions.

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