How Financial Intelligence’s Asset Allocation, Analysis, and Reporting Can Help
Consistently differentiating yourself and demonstrating you are the wealth manager of choice is a challenge. You need a unique combination of timely market insights, in-depth investment analysis, flexible and future-tested asset allocation and planning, and customized communications to retain and win new business. By partnering with Informa Financial Intelligence, you gain access to the right mix of data and tools for your business, as well as the market insight you need to support productive conversations with your clients. We can help you build stronger client relationships.
Additionally, we are data agnostic and source our data from most major industry providers, allowing you to use the data that best supports your portfolios and therefore your clients.
Learn more about our comprehensive set of data and tools that provide end-to-end support of the wealth management lifecycle.
- Zephyr: Make intelligent decisions with the premier solution for allocation, planning, portfolio analytics, research, performance measurement and custom reporting.
- CompSiteIQ: Create accurate GIPS composite reports of your choice, get automatic reports, and market portfolio performance more efficiently.
- ComplianceIQ: Ensure investments in a client’s portfolio are in line with the investment policy statement they agreed to with their financial advisor.