Learn more about EAI Information Systems
Looking for support? Go here
Articles
DTCC Adapts Cost-Basis Reporting Service For Mutual Funds
The Securities Technology Monitor describes DTCC's changes to cost-basis reporting. The changes, which come just in time for the 2012 requirement of mutual fund tracking and reporting to the IRS and investors, also urges firm-to-firm transfer of this information when customers move assets.
ViewManaging in Turbulent Times
EAI knows flexibility in your software solutions is vital for survival in uncertain times. In the Bank Insurance & Securities Marketing's fall edition, the president of Human Capital Resources, Inc., proposes 10 other ways to keep FAs productive and positive during tough times. Among them, he encourages program managers to view business plans as living documents, capable of responding to unexpected circumstances. Werlin also reminds managers it's the little things: keep plans simple and realistic, and practice what you preach.
ViewAdvisors go mobile with tools of the trade
Responding to the increased desire for around-the-clock accessibility, EAI's updated Rep Module is compatible with iPad and other mobile devices. Here, Bank Insurance & Securities Marketing explores the rationale and benefits of such high-tech applications.
View