Software Solutions Banner

From Trusted Network to Trusted Financial Advisor 
EEI Solutions Are Leading the Industry

EEI is an established leader in the Financial Services Software Industry. By combining our services and software products, EEI creates award winning solutions that meet and exceed client expectations.

 

EEI’s software product suite facilitates data access, aggregation and transaction processing for more than seventy-five Financial Institutions and over twenty service providers. The Trusted Network Platform™enables 8,000+ Financial Institutions to access over 16,000 sources of financial data. In addition, our Commander™ and Tax Navigator™ software products can integrate with multiple personal financial management tools, accounting software, tax packages, expense management, wealth management, financial planning and other applications. 

FS-API™

FS-API™

EEI is leading the way in FinTech with a groundbreaking API. The FS-API™ is a universal connector and robust API that can quickly integrate to any current environment.  

EEI's FS-API™ positions Financial Institutions and application developers for tomorrow and the future.

Read More

Trusted Network Platform™

Trusted Network Platform™

EEI’s Trusted Network Platform is based on the power of aggregated data. It provides the world’s leading firms with the leverage to excel in ever changing markets. It is a cloud based solution which aggregates held away and internal assets across multiple financial institutions and systems. The result provides a firm with a holistic view of clients and financial data.

Read More

EEI Commander™

EEI Commander™

EEI Commander is a solution that integrates with the core platforms of the financial institution. It provides clients with accurate, timely, and secure automated access to their financial information including Investments, 401(k), Banking & Bill Payments, and credit card statements.

Read More

Tax Navigator™

Tax Navigator™

Tax Navigator streamlines tax reporting for the Enterprise and Financial Institutions. It provides a single point of access across multiple divisions and systems enabling clear and consistent access to critical tax form data.

Read More

Security and Compliance

The Trusted Network focuses on one of the top issues in today’s world – cybersecurity. Significant investment and technical expertise have created a platform that is “trustworthy” and has been successfully implemented at our clients.

EEI has addressed secure acquisition and access of data through...

  • Meticulous Design
  • Rigorous Implementation and Testing
  • Certified infrastructure and Operations: on premise or in EEI’s secure cloud
  • Verified client and server reference implementations

Cyber security is now a persistent business risk. It is no longer an issue that concerns information technology and security professionals; the impact has extended to the C-suite and boardroom… over the past 12 months virtually every industry sector across the globe has been hit by some type of cyber threat.

Source: Managing cyber risks in an interconnected world, Key findings from The Global State of Information Security© Survey 2015   www.pwc.com/gsiss2015

Global

Global

Data Encryption

Data Encryption

Authentication

Authentication

Private Cloud

Private Cloud

Software Support

At EEI, we are aware of how important it is to quickly identify and resolve production issues that result in the down-time of any client applications.  We have a robust support process in place to ensure that your questions and issues are fully addressed on a timely basis by expert resources. We provide business hour support for all issues that arise during the deployment and configuration of our software. This Standard Maintenance is also in place once the platform is in production.

Gold and Platinum Maintenance Plans can provide 7×24 support for any production issues that arise once your system is live with our software.

Gold Maintenance
  • Version Upgrades
  • Dedicated Implementation Manager (Technical Account Manager)
  • 7×24 support (5×8 direct voice, website, and email support; pager support is available in off-hours)
  • 72-hour turn-around time for any production issue (clarify response not fix)
Platinum Maintenance
  • 7×24 support (5 X 8 direct voice, website, email support; pager support is available in off-hours)
  • Dedicated Implementation Manager (Technical  Account Manager)
  • Remote Management and Configuration
  • EEI will monitor the EnterpriseFTX server and databases, verify their status, and implement upgrades and modifications
  • 48-hour turn-around time for any production issues. (clarify response not fix)