Your business has a lot of information to keep track of: accounts and investments, client and project alignment opportunities, advisor goals and sales, multiple compliance pieces, and overall performance in key areas. By integrating EAI’s Data Management solution, you can compile all your important data — freeing up you and your team’s time for more important tasks.
EAI’s Data Management Vault works seamlessly with not only your in-house systems, but also most clearing houses and financial firms. Data Management complements EAI’s other modules perfectly, bringing together everything you need for a complete picture of your business’s performance.
Quickly see reports on advisor performance, product sales, financial targets, missing or incorrect data, important dates and more. By tracking and monitoring advisor sales and performance against goals, you can ensure you are retaining the highest-quality representatives for your business.
Our products work with any data source, including proprietary. We also partner with a broad variety of clearing houses and investment providers, including National Financial Services, Pershing, DTCC, LPL,DAZL, FINRA WebCRD and many more.
AGENT AND BRANCH PERFORMANCE
"When management needs information on short notice, EAI’s system let us respond quickly with ad hoc reports that aren’t available with our other systems."