Industry Insights and the EAI Blog

Oct 10, 2014

New Year, New Site

By EAI Contributor

Over the past twelve months, EAI has been making changes. From organizational tweaks to a complete overhaul of the Rep Module, we're striving to stay ahead of the curve and provide our clients with strong tools to manage their business. Watching the evolution in the retail investment world gives us insight into what lies ahead and how we can be a part of it.

The upgraded Rep Module is a prime example. As daily operations move toward breakneck speed and people become more connected than ever, we saw a need for quick, on-the-go access to business. Our answer was a quick, on-the-go application that is compatible with man's new best friend--the mobile device. With the new Rep Module, brokers and agents have their clients' profile and portfolio information on hand at all times.

What's more, 2011 was marked by an innovative new customer satisfaction survey, a detailed business review for each and every client, and a revamped Web site. By putting the invaluable feedback from all three to use, our New Year's Resolution is to make 2012 our most groundbreaking year yet.

So, please, we invite you to explore our new site and its features, including select articles from top investment publications, links to high-profile industry events, and, of course, the first-ever EAI blog.

Welcome. We are excited to start a new year as your software solution provider.

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