List of BNY Mellon Eagle Investment Accounting Customers
New York, 10007, NY,
United States
Since 2010, our global team of researchers has been studying BNY Mellon Eagle Investment Accounting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased BNY Mellon Eagle Investment Accounting for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using BNY Mellon Eagle Investment Accounting for Portfolio and Investment Management include: Cigna Healthcare, a United States based Insurance organisation with 71295 employees and revenues of $244.38 billion, JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Blue Cross Blue Shield of Michigan, a United States based Insurance organisation with 9500 employees and revenues of $36.30 billion, Triton Health System, a United States based Insurance organisation with 16070 employees and revenues of $36.26 billion and many others.
Contact us if you need a completed and verified list of companies using BNY Mellon Eagle Investment Accounting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The BNY Mellon Eagle Investment Accounting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Achmea | Banking and Financial Services | 14000 | $24.1B | Netherlands | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2020 | n/a |
In 2020, Achmea implemented BNY Mellon Eagle Investment Accounting as its core platform for Portfolio and Investment Management. The deployment was targeted at the insurer and asset management functions within Achmea, a Netherlands-based financial services group with approximately 14,000 employees, to centralize investment accounting and portfolio recordkeeping activities.
The BNY Mellon Eagle Investment Accounting implementation encompassed portfolio accounting and investment accounting ledgers, transaction processing and corporate actions handling, automated reconciliation workflows, and performance measurement modules. Configuration work focused on chart of accounts alignment, multi-asset class support, and accounting policy parameterization to reflect institutional valuation and reporting requirements.
Operational coverage included investment accounting, portfolio operations, and middle-office reconciliation teams across Achmea, with the platform positioned to consume trade and position feeds, custody records, and market data feeds typical for Portfolio and Investment Management systems. BNY Mellon Eagle Investment Accounting was integrated into operational workflows to provide centralized portfolio recordkeeping, accounting close processes, and standardized portfolio reporting for downstream stakeholders.
Governance emphasis during rollout included role-based access controls, segregation of duties for accounting and operations, and staged implementation across business units to control risk and operational continuity. The choice of BNY Mellon Eagle Investment Accounting aligned with a long-standing market track record for Eagle dating back to 1989, providing a proven foundation for Achmea's ongoing portfolio accounting and investment operations.
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Addenda Capital | Banking and Financial Services | 200 | $50M | Canada | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2010 | n/a |
In 2010, Addenda Capital implemented BNY Mellon Eagle Investment Accounting as its Portfolio and Investment Management platform. The implementation focused on centralizing portfolio accounting for pooled funds and separate accounts within Addenda Capital's Guelph, Ontario operations, supporting day‑to‑day posting and settlement workflows.
BNY Mellon Eagle Investment Accounting was configured to handle core portfolio accounting capabilities, including the accurate posting of incoming dividends, principal and interest receipts, and corporate actions processing. Functionality was used for pooled fund accounting and daily balancing, trade matching for equity and bond transactions, and FX deal processing as part of the cash management and liquidity control processes.
The deployment included explicit operational integrations, notably the flow of FX deals from Bloomberg into Eagle, and operational reconciliation with custodians and brokers to monitor trade match and settlement. The implementation references the Eagle Star System in operational use alongside Eagle Investment Accounting, indicating an interconnected accounting and operations toolset supporting trading and settlement operations.
Governance and day‑to‑day operating procedures were anchored in portfolio accounting roles, where analysts were responsible for posting transactions, assessing daily liquidity and informing Money Market Managers, monitoring trade settlement with custodians and brokers, and producing client reporting. Operational scope remained focused on on‑site processing in Guelph, with portfolio accounting workflows and accountability mapped to the accounting and investment operations functions.
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AGF Investments | Banking and Financial Services | 614 | $472M | Canada | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2011 | n/a |
In 2011, AGF Investments implemented BNY Mellon Eagle Investment Accounting to support its Portfolio and Investment Management operations. The deployment was positioned to centralize investment accounting and investor reporting workflows across the firm, aligning accounting rules with portfolio management processes and trade lifecycle controls.
The implementation included configuration of core investment accounting capabilities common to the Portfolio and Investment Management category, including position accounting, transaction processing, ledger management, and reconciliation rule setup. Configuration work emphasized accounting rule logic and reportable ledgers, while downstream reporting and analytics relied on SQL-based extraction and transformation routines written for Oracle and Microsoft SQL Server environments.
Integrations were designed to ingest market and reference data feeds and to support operational data flows, with explicit connections and analysis documented against Bloomberg, RIMES, and Factset data sources and Eagle Investment Systems components. Investment data feeds and ETL pipelines were routed into a newly designed investment data warehouse, enabling high-volume investor report generation and analytic queries written in PL/SQL and T-SQL.
Operational governance concentrated on process mapping and documentation for newly launched ETF processes, with business systems analysis, Visio process models, and report development standards used to formalize handoffs between portfolio management, accounting and reporting teams. Ongoing maintenance and data quality work centered on SQL development, ETL routines and BI report pipelines to sustain the BNY Mellon Eagle Investment Accounting deployment within AGF Investments.
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AIA Group | Banking and Financial Services | 25405 | $20.6B | Hong Kong | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2020 | n/a |
In 2020, AIA Group implemented BNY Mellon Eagle Investment Accounting. The deployment used BNY Mellon Eagle Investment Accounting as the core Portfolio and Investment Management platform to centralize investment accounting and position lifecycle control within the firm.
The implementation configured core functional modules including investment accounting and subledger posting, position and cash management, NAV calculation, corporate actions processing, trade lifecycle support, reconciliation engines, and fund and portfolio reporting. Configuration work emphasized accounting policy capture, valuation methodologies, chart of accounts mapping, and instrument-level valuation rules to ensure consistent accounting treatment across portfolios.
Operational scope focused on AIA Group investment operations and finance functions, with the system handling multi-entity and multi-currency accounting for institutional portfolios and producing authoritative accounting outputs for statutory and management reporting. Eagle Investment Accounting was instrumented as the primary investment accounting system, providing consolidated position and valuation records that support downstream reporting and control processes.
Governance changes accompanied the rollout, including establishment of role based access controls, formal reconciliation and valuation sign off workflows, and standardized procedures for corporate actions and trade break resolution. Rollout sequencing prioritized accounting rule stabilization and audit ready subledger outputs before wider operational handover to investment operations and finance teams.
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Alberta Investment Management Corporation | Banking and Financial Services | 450 | $753M | Canada | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2020 | n/a |
In 2020 Alberta Investment Management Corporation implemented BNY Mellon Eagle Investment Accounting. The deployment targeted Portfolio and Investment Management to centralize investment accounting, valuation, and operational workflows across the organization in Canada.
The implementation configured BNY Mellon Eagle Investment Accounting to support core accounting and operations capabilities typical of the Portfolio and Investment Management category, including a configurable accounting engine, fund and portfolio accounting, multi-asset valuation and pricing, tax lot and cost basis management, corporate actions processing, reconciliations, and performance measurement and reporting modules. Configuration work emphasized rule-based accounting templates and instrument-level valuation controls to align with institutional accounting policies.
Operational integration focused on connecting custodial data feeds and market pricing sources to the Eagle security master and valuation layers, and linking automated posting flows into internal order management streams and the general ledger to enable straight through processing for settlement and reconciliations. The rollout covered investment operations, middle office, portfolio accounting, and finance teams, aligning user roles and workflow ownership across those functions.
Program governance instituted standardized accounting rulebooks, data governance and lineage controls, and automated reconciliation workflows to reduce manual touch points and create audit-ready reporting. Training and cutover sequencing were applied to synchronize operational processes and reporting timetables across the impacted business functions.
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Insurance | 12500 | $17.1B | United States | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2019 | n/a |
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Banking and Financial Services | 2275 | $862M | Australia | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2020 | n/a |
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Banking and Financial Services | 4966 | $2.0B | United States | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2017 | n/a |
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Insurance | 9500 | $36.3B | United States | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 400 | $85M | United States | BNY Mellon | BNY Mellon Eagle Investment Accounting | Portfolio and Investment Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating BNY Mellon Eagle Investment Accounting
- Emory University, a United States based Education organization with 32594 Employees
- LG Electronics, a South Korea based Manufacturing company with 82000 Employees
- State Street, a United States based Banking and Financial Services organization with 42000 Employees
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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| Emory University | Education | 32594 | $7.5B | United States | 2026-03-07 | |
| LG Electronics | Manufacturing | 82000 | $65.0B | South Korea | 2026-02-06 | |
| State Street | Banking and Financial Services | 42000 | $12.1B | United States | 2026-01-27 | |
| Banking and Financial Services | 1450 | $3.0B | United States | 2025-10-23 | ||
| Professional Services | 900 | $150M | United States | 2025-10-06 | ||
| Banking and Financial Services | 3900 | $248M | India | 2025-09-25 | ||
| Banking and Financial Services | 106789 | $57.1B | Switzerland | 2025-05-08 | ||
| Transportation | 1600 | $203M | Canada | 2025-01-31 | ||
| Banking and Financial Services | 868 | $255M | Switzerland | 2025-01-24 | ||
| Banking and Financial Services | 53400 | $17.5B | United States | 2024-11-04 |