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Premier analytics solutions

Investment analysis and reporting | How we help | Financial intelligence

Set yourself apart from the competition using our returns-based analysis solutions, Zephyr and PSN. You’ll benefit from proprietary statistics and flexible reporting, including risk analysis and manager search, as well as the ability to create fully branded reports.

  • Easily access return data for all marketable security asset classes. including mutual funds and ETFs, separately managed accounts, stocks, annuities, hedge funds and more 
  • Perform manager searches and due diligence quickly using PSN’s proprietary search feature, PSN Logic
  • Carry out sophisticated manager and peer group analyses with 125 key statistics and metrics
  • Create customized analysis workbooks with our unique drag-and-drop gallery
  • Make investment portfolios and strategic asset allocation decisions using either classic mean variance optimization or the sophisticated Black-Litterman optimization model
  • Estimate future wealth goals – incorporate user-defined inputs and cash flows with our powerful Monte Carlo simulation module
  • Automate your marketing report updates easily incorporating our metrics, charts and tables into your Microsoft Excel, Word or PowerPoint documents

 

 

Recommended products

Some of our top solutions are itemized below. For our full suite, please see Products & services

Zephyr | Financial Intelligence

Zephyr

Make intelligent decisions with the premier solution for analytics, research, and custom reporting.

Key benefits:

  • First-class customer service
  • Robust math engine
  • Highly flexible reporting
EPFR | Financial Intelligence

EPFR

Understand how the market is moving with unique global fund flows and asset allocation data.

Key benefits:

  • Traditional fund flows data and analysis
  • Alternative fund flows data and analysis
  • Asset allocation data
PSN | Financial Intelligence

PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

Key benefits:

  • Logic function
  • Presentation designer
  • Hybrids system

Free Analysis

Free analysis

Any questions?

If you have any general questions about our services and would like to learn more about how we can assist your business, please reach out to us via the form below and we'll get back to you shortly. If you prefer to get in touch by 'phone, please refer to the About section of our website for details of our nearest office and which products they serve.

Would you like to request a sample of how Financial Intelligence can help your business? Please fill in the form below and we'll get back to you.

Getting a demo tailored to your needs is the best way to see how our solutions will help you gain an advantage.

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