Solutions for Investment Advisers

Data Aggregation

Enter a transaction manually, pay a rep for a day. Gather transaction data automatically, pay a rep for as long as they sell, without a second thought. But you’d need specially programmed robots to eliminate the overhead of data entry right? Wrong. All you need is EAI’s data aggregation feature.

Comprehensive. Configured. Secure.

Gone are the days of line-by-line data entry. Instead, watch your workflow increase in productivity and efficiency with:

  • Consolidation of business from Pershing, DST, DAZL, WebCRD, DTCC and AnnuityNet, as well as individual carriers and clearing firms
  • Access to comprehensive account history
  • Updated current balance and position information for all available accounts
  • Daily, monthly and summary reports ready to export to CSV, PDF or Excel
  • Reminders for account anniversaries

To discover how EAI can keep take hours of work off your hands, call (877) 537-1507 or Request a Demo today.