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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 engine
  • Highly flexible reporting

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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