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 the Eagle Portal, you can run query reports in real time as well as scheduled or on demand (ad hoc) reports from the Inbox, a central location for distributing and managing reports. If your organization has implemented MicroStrategy and you have permissions, you can run MicroStrategy reports and access the MicroStrategy Web application from the Eagle Portal.
Multiple departments in your organization benefit from using 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.
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 the Eagle Portal System Administration Guide.
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