Wealth Management is at the center of significant changes. Investors are focused on reducing risk while still expecting improved returns. Successful advisors are providing clients with goal based advice – a model disrupting the traditional approach. The substantial transfer of assets to millennials and women coupled with the democratization of technology have led investors to set a high bar around data availability and analytics. As a result, advisors and clients are demanding improved solutions.
EEI provides integrated software & services solutions to enable Financial Advisors and their clients to manage their financials, including assets held away.
The digital disruption created by social media, mobile devices, big data and cloud services has rippled through the banks. Banks are continuing to focus on client portals, improved client access to data and multi-channel connectivity to retain and grow their client base. Firms that do not continue to invest in digital technologies, will be disrupted by newer firms not hampered by legacy platforms. Enabling clients to take control of managing their financials is a significant aspect of a bank’s competitive offerings.
EEI provides banks and their clients with accurate, timely, and secure automated access to their financial information.
The complexity of tax regulations continues to increase. The Affordable Care Act and its multi-year rollout have exacerbated corporate reporting requirements with additional data and escalating penalties. The data required to meet IRS regulations is often distributed across multiple systems; companies are mandated to comply at an ever increasing level of expense with no revenue benefit. The tax challenges are real. However, there are key initiatives that can address these areas.
EEI’s Tax Navigator streamlines tax reporting for the Enterprise and enables companies to effectively comply with the changing demands of tax reporting.
Founded in 1995, Enterprise Engineering, Inc. (EEI) is an industry-leading software and IT consulting services firm serving the world’s largest Financial Institutions and premier wealth managers.
EEI is recognized as an innovative and well established leader in the FinTech community.
As an industry leading provider of data integration solutions, EEI’s software product suite provides access to over $7 trillion in AUM for 7 of the top 10 wealth managers.
EEI’s FS-API™ is the first API to provide secure, reliable, direct access to all client financial data.
For the first time, front-end applications have access to authorized client financial data and can seamlessly integrate to any third-party, without the problems and cost associated with screen scraping.