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.