EEI, a trusted advisor to leading global financial services firms, provides superior solutions to navigate the changing horizon.

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Wealth Management

Wealth Management

Banking & Brokerage

Banking & Brokerage

Tax

Tax

Unprecedented Events Have Created Significant Challenges For the Financial Industry

Unprecedented Events Have Created Significant Challenges For the Financial Industry

Wealth Management

Wealth Management

  • Continuing Growth in Assets Under Management
  • Constrained Profitability -¬†Fee Compression
  • Increasing Demands from Sophisticated Investors
  • Consumerization and Democratization of Technology
  • Focus on Increasing Advisor Productivity
  • Lack of a Single View of the Client
  • Complexity of Portfolios and Client Data
  • Enhanced Fiduciary Standards

Institutional Bank/Broker Dealers

Institutional Bank/Broker Dealers

  • Consolidation
  • Drive to Efficiency
  • Revenue, Growth & Investment Constraints
  • Increased Regulatory Expense
  • Data Quality Issues
  • Legacy Structures

A Trusted Partnership

EEI has provided services and software to the majority of the major wealth and institutional firms in the Financial Industry.

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Press Release

  • EEI Unveils Trusted Network Platform at FinDEVr 2015

    EEI Unveils Trusted Network Platform at FinDEVr 2015

    7 Oct 2015

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  • EEI Awarded Best Financial Services Technology Solutions & Best E-commerce infrastructure & Systems Integration Firm

    EEI Awarded Best Financial Services Technology Solutions & Best E-commerce infrastructure & Systems Integration Firm

    14 Aug 2015

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