Eagle Portal System. The Eagle Portal System (the “System”, “Advisor Information Source” or “AIS”) is a web-based report delivery system that generates holding, position and tax reports. Data from IDC, CPORT, S&P and GICs populate the data warehouse from which reports are generated. Reports can be customer run or scheduled for automatic delivery to a portal inbox. This is an internal software application which is maintained and monitored by internal staff.
Appears in 8 contracts
Samples: Fund Administration Servicing Agreement (Trust for Professional Managers), Fund Administration Servicing Agreement (Trust for Professional Managers), Fund Administration Servicing Agreement (Trust for Professional Managers)
