Access to leading technology partners.
Eagle Strategies has a great appreciation for the value of technology and what is involved in developing extraordinary solutions. Therefore, we have elected to stay focused on what we do best – providing outstanding financial solutions and support – and to partner with industry-leading technology organizations that deliver the best solutions and have a mind toward the future.
Envestnet is an industry-leading provider of integrated portfolio and reporting solutions to Financial Advisors and institutions with the capacity to grow and the vision to anticipate future needs. Eagle Strategies has developed, in partnership with Envestnet, a customized investment platform that offers book of business viewing tools, investment research capabilities, investment products, as well as additional tools designed to help our Advisors build and scale their practice.
National Financial Services (NFS) is a subsidiary of Fidelity Investments and a premier clearing firm in the financial services industry. NFS has a well-established reputation as a partner to their clients by making available a range of services designed to support their needs. NFS provides Eagle Strategies with clearing, custody, and trading execution services on our Investment Advisory platform.
eMoney Advisor is one of the most client-centric, sophisticated financial planning tools available today and has a laser focus on meeting the financial planning needs of Financial Advisors. eMoney Advisor allows Advisors to complete a thorough analysis of their clients’ current financial picture, generate a detailed report examining all aspects of their financial health, and offer a recommended approach to meeting their financial objectives.