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Faster is better

PIQ | Data analysis and tools | Financial intelligence

The smoother your reporting, the faster you can respond to your clients’ needs.

PerformanceIQ isn’t just a reporting tool. It reassures you that your data is correct. It reassures your clients that your analyses are unbiased. It speeds up your entire portfolio performance measurement and reporting cycle.

How it works

  • Our data managers process your client data for validity, review questionable returns and verify that the transactions provided are accurate
  • The data is published in PerformanceIQ, ready to be converted into reports
  • You customize the reports to your specifications for delivery to your clients

 

How PerformanceIQ can help
Effective portfolio performance reporting helps fulfill and exceed client expectations around service and transparency in financial advice. In turn, this supports asset retention and growth.

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Key benefits:

  • Deeper insights
  • Strategic advantage
  • Online dashboard and reporting