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Portfolio performance | How we help | Financial intelligence

How do you showcase market performance, while maintaining client privacy and conforming to regulations? Financial Intelligence products can help. Our modular performance measurement platform, tools and client reporting systems will give you the full picture, offering a sense of certainty and confidence in an uncertain market environment.

How we can help

  • Outsource middle and back-office client reporting and performance accounting tasks to us where you need to
  • Create eloquent reports with a world-class set of report templates that can be branded and customized to your organization. Plus, we can implement proprietary reports too
  • Cover every aspect of the wealth management cycle – including raw data feeds – with our full suite of wealth management tools
  • Perform a range of calculations, from net and gross performance, to time and dollar weighted, to security, asset class and sub-asset class performance, to MPT and PMPT statistics
  • Generate investment planning and proposals based on your business and compliance rules

 

Implementation is quick and easy with standard adapters to many of the most utilized custodians and processors.

Recommended products

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

PIQ | Financial Intelligence

PerformanceIQ

Create fast, reliable, third party-verified performance reports for client presentations.

Key benefits:

  • Dedicated data management team
  • Investment monitoring and risk analytics
  • Enhanced communication
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
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 API
  • Highly flexible reporting and presentations

Free Analysis

Free analysis

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 16 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.16.18

    By Ryan Nauman 16 Jul 2018

    Earnings season hits full stride this week, with big names, Bank of America, BlackRock, Netflix, Johnson & Johnson, Alcoa, Morgan Stanley, and Microsoft, leading the charge. We will find out if the mixed results for financials continue; have the strong earnings for technology companies, in particular the FAANG stocks, continued; and how have the tariffs effected industrials, like Alcoa? Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Tariffs not a Negotiating Ploy

    By David Ader 13 Jul 2018

    I have to address those who think the tariffs are just part of a negotiating process that won’t be as ‘bad’ as threatened. Let me say at the onset that I’m aware of my proclivities towards pessimism and seeing the economy glass at, say, a 1.5-2% GDP trajectory for eternity. I try to work around that and probe for cavities in my arguments, but on this trade thing I’m coming up empty for the most part. I see tariffs as 1) hurting most US firms in a global economy, 2) creating a lot of uncertainty which will inhibit investment, 3) cause more job losses than job gains, 4) give us some inflation in the coming months that will, 5) encourage the Fed to hike, while 6) doing pretty much the same for trading counterparties and 7) leave the US as an entity, concept, leader in a disdained global position that will take years to unwind, if ever. And all that when we’re increasing the need for foreigners to buy our debt and reducing their ability to do so. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 09 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.09.18

    By Ryan Nauman 09 Jul 2018

    The initial $34 billion tariffs levied against Chinese goods kicked in on Friday. This is the first part of the $50 billion worth of tariffs President Trump announced in June, with the remaining $16 billion scheduled to take effect in two weeks. President Trump warned that the White House is willing to impose an additional $500 billion worth of tariffs on Chinese goods, depending on the response from China. Despite the official start to the trade tariffs between the U.S. and China, and a threat that there could be much more to come from President Trump, the major U.S. equity markets ended the week in the black. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    What Will Cause the Next Recession?

    By David Ader 06 Jul 2018

    I may be affected by the blistering humidity I’ve experienced from Lake Memphremagog to Westport. Canadian lakes should not accompany 98 degrees and a similar humidity reading; it’s Canada for goodness sake! In any event, it’s with this droopy mindset that I figured I’d jump the yield curve story and talk about what could cause a recession by 2020. I do want to pay homage to Ben Levisohn’s lead piece in Barron’s, “The Bull’s Last Stand,” for inspiration. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 02 Jul 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 07.02.18

    By Ryan Nauman 02 Jul 2018

    Is anyone else having difficulty keeping score of the back-and-forth trade talk? Or maybe I am just growing tired of all the rhetoric. Regardless, it is something that must be discussed, as markets have been swinging up and down based on the news, or in some cases, tweets. Markets have been range bound, as investors have taken a wait-and-see approach, which seems prudent, as uncertainty reigned the week prior to the initial U.S. and Chinese trade tariffs taking effect. The uncertainty was evident this week, due to conflicting statements from the White House regarding restricting Chinese investment in U.S. technology and intellectual property. The initial reports caused a sell-off in tech stocks, only to have techstocks rebound later in the week, as the tone from the White House softened. Recently, I wrote about the run technology was on, in part due to investors believing that technology was immune to the trade talk, well, that changed. This week we learned that no sectors are truly immune from the trade scuttlebutt. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • IGM FX and Rates

    Please find attached the IGM July 2018 Monthly Interest Rate Outlook

    By Marcus Dewsnap 29 Jun 2018

    July Edition of the IGM Monthly Interest Rate Outlook

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Skipping Summer Doldrums This Year

    By David Ader 29 Jun 2018

    If I recall correctly, never an easy task, I concluded last week saying I was especially interested in the sentiment stuff coming out to see how the old trade-tariff excitement translated.  Well I suspect the best read has been provided by the stock market, which does not need much more commentary; for all the tax-cut brouhaha, the S&P 500 is right at the 50% mark of the year’s range (2700) and pretty much at last December’s highs.  A lot ventured yet nothing gained. Read more from David Ader's latest musings...

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 25 Jun 2018

    Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

  • Zephyr, PSN Separately Managed Accounts (SMA) Data, PSN Ente...

    Ryan Nauman's Weekly Recap 06.25.18

    By Ryan Nauman 25 Jun 2018

    As we close the book on quarter two, here are some of the upcoming noteworthy events as the World Cup hits full stride. Wednesday, U.S. durable goods is released, Thursday is the first quarter U.S. GDP update, and Friday is U.S. personal consumption expenditures (PCE); China Purchasing Managers Index (PMI); University of Michigan Consumer Sentiment index. Read more from Ryan Nauman's weekly recap...

    Topic Industry News

  • IGM FX and Rates

    Viewpoint: Mexican 2018 Election Special

    By Robert Graystone 22 Jun 2018

    The overdramatized narrative surrounding AMLO presents an attractive opportunity to enter a bullish MXN contrarian trade.

  • IGM FX and Rates

    Viewpoint: Week Ahead

    By Marcus Dewsnap 22 Jun 2018

    The week ahead includes, US PCE inflation and EMU inflation both seen above target.

  • EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

    No Need to Wait for Curve Inversions

    By David Ader 22 Jun 2018

    An FT piece by John Authers made note that the defensive strategy of dividend investing isn’t working so well as yields have lifted.  I’ll show you a chart of what I’m looking at in a moment, but his piece has interesting insights that are worth your attention.   One is of the change in the composition of the S&P 500 in the context of index investing.  Dividend-plays tend to go with stocks that are lower quality within the S&P 500, and lower momentum as well, so are not in an economic sweet spot.  Further, and importantly, the dividend yield has edged below the 10-year creating a compelling competitive force. Read more from David Ader's latest musings...

    Topic Industry News

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