Solution introduction
Get the accuracy, flexibility, and tracking that’s critical to retail investment product transaction management.
EAI provides data management solutions for all your investment-related transactions: Life and Health Insurance, Mutual Funds and Securities, and Annuities. Each stands alone as a complete solution within EAI’s Platinum™ Data Management Vault, but is also pre-configured for seamless operation with the two other signature transaction solutions.
The vault interfaces with all your data sources, from clearing firms to proprietary systems, and with each EAI Platinum Module: commissions, compliance, referral management, rep, CRM, and business intelligence.
