Eagle Investment Systems Collaborates with AIMS-STM to Provide Comprehensive Portfolio Management Solution Encompassing

Eagle Investment Systems Collaborates with AIMS-STM to Provide Comprehensive 
Portfolio Management Solution Encompassing Australian Capital Gains Tax Support 
Unique offering will enable financial organisations to help manage portfolios, 
mitigate risk and adhere to capital gains compliance 
SYDNEY, March 11, 2014 /CNW/ - Eagle Investment Systems LLC, a leading 
provider of financial services technology and a subsidiary of BNY Mellon, 
today announced that it is collaborating with AIMS-STM, the leading specialist 
in capital gains tax (CGT) software for Australian shares and managed funds to 
accountants and financial institutions across Australia. 
Eagle's collaboration with AIMS-STM will offer the Australian market the only 
comprehensive and innovative portfolio management solution covering middle and 
back-office functions together with fully automated Australian capital gains 
tax calculations. This unique alignment of portfolio management and capital 
gains specialists will also aid clients with their front office decision 
making by taking advantage of the 'what if' scenario functionality used by 
fund managers to make informed investment decisions aimed at achieving after 
tax benchmarks. By selecting this offering, companies will gain access to two 
leading specialist financial service providers, without the need to manage 
multiple relationships and integration projects. 
"Financial organisations in Australia demand CGT calculations as a standard, 
and by aligning Eagle and AIMS-STM, we are offering the most innovative and 
efficient portfolio management solution with the most comprehensive CGT 
calculations," said John Legrand, managing director of Eagle's EMEA and Asia 
Pacific operations, Eagle Investment Systems. "This is a unique solution, as 
other software accounting firms have attempted to address this issue with 
custom software code but fall short of providing a seamless process and robust 
offering." 
"For the first time, investment managers will be able to leverage one solution 
to manage their portfolios while mitigating risk and adhering to the stringent 
CGT requirements," said Gillen Kirkwood of AIMS-STM. "We provide fast and 
accurate capital gains tax calculation and we maintain on a daily basis one of 
the most comprehensive databases of Australian corporate actions from 1985 to 
date." 
Eagle's innovative portfolio management suite, coupled with AIMS-STM precise 
CGT calculations, which include the most complex security types and corporate 
actions, presents the Australian market with an all-inclusive offering." 
Eagle's open architecture enables an ecosystem that helps clients deploy 
industry leading solutions that combine Eagle capabilities with third-party 
solutions available in the larger marketplace. 
Eagle is committed to helping financial institutions worldwide grow assets 
efficiently with its award-winning portfolio management suite of data 
management, investment accounting and performance measurement solutions that 
are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys 
trusted solutions and services that create operational efficiencies and help 
reduce complexity and risk. Eagle Investment Systems LLC is a subsidiary of 
BNY Mellon. Additional information is available at www.eagleinvsys.com. 
BNY Mellon's Asset Servicing business supports institutional investors in 
today's fast-evolving markets, safeguarding assets and enhancing the 
management and administration of client investments through services that 
process, monitor and measure data from around the world. We leverage our 
global footprint and local expertise to deliver insight and solutions across 
every stage of the investment lifecycle. 
BNY Mellon is a global investments company dedicated to helping its clients 
manage and service their financial assets throughout the investment lifecycle. 
Whether providing financial services for institutions, corporations or 
individual investors, BNY Mellon delivers informed investment management and 
investment services in 35 countries and more than 100 markets. As of December 
31, 2013, BNY Mellon had $27.6 trillion in assets under custody and/or 
administration and $1.6 trillion in assets under management. BNY Mellon can 
act as a single point of contact for clients looking to create, trade, hold, 
manage, service, distribute or restructure investments. BNY Mellon is the 
corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). 
Additional information is available on www.bnymellon.com or follow us on 
Twitter @BNYMellon.
 

SOURCE  Eagle Investment Systems LLC 
Kendra Ahern, Eagle Investment Systems LLC, +1 781 943 2007, 
kahern@eagleinvsys.com 
http://www.eagleinvsys.com 
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CO: Eagle Investment Systems LLC
NI: FIN CPR ELE SOF VNT  
-0- Mar/11/2014 04:43 GMT
 
 
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