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Get the full picture

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 Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio 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 12 Nov 2018

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

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.12.18

    By Ryan Nauman 12 Nov 2018

    Oil prices have fallen recently and we get more information regarding oil this week from OPEC and IEA. As the holiday shopping season gets closer, we get retail sales data, which may give us a little glimpse into what to expect moving forward. Investors will get more inflation data, which looks to stay around 2%, despite a tight labor market and increasing input costs. Finally, we are reaching the final leg of the third quarter earnings cycle. We will find out if retail stores capitalized on a strong consumer and what their expectations are for the upcoming holiday season. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 05 Nov 2018

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

  • EPFR Fund Flows

    The Month Ahead…

    By Cameron Brandt 05 Nov 2018

    The Month Ahead…

    Topic Global Investment Flows Industry News

  • EPFR Fund Flows

    Bond Funds see biggest monthly outflow in October since 4Q15

    By Cameron Brandt 05 Nov 2018

    Topic Industry News

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 11.05.18

    By Ryan Nauman 05 Nov 2018

    Unless you have been living under a rock, you know midterm elections will take place Tuesday. I am very far from a political commentator, but I feel it is definitely worth discussing. There is a lot at stake here, will the GOP be able to retain control over both chambers of Congress, or will Democrats be able to wrestle away control of the House or the Senate or both? Below I take a look at some of the market implications. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    IGM US Mid-Term Elections Preview

    By Christopher Shiells, Tony Nyman, Marcus Dewsnap, Robert Graystone, and Ed Blake 01 Nov 2018

    IGM's US MID-TERM ELECTION PREVIEW – America 'still' First is now available. This report looks ahead to the key risk event next week - the 6th November US Congress and Senate elections. In it we tackle why these mid-terms are attracting greater than usual attention this time around, the possible outcomes and what this means for US economic and foreign policy for the remainder of President Trump's first term in office. Highlights include: A look at the fiscal implications of the vote and what this means for Fed policy. The likely impact on the USD and UST yields. The consequences this could have on Emerging Markets.

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Marcus Dewsnap 29 Oct 2018

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

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 10.29.18

    By Ryan Nauman 29 Oct 2018

    Typically, investors follow corporate earnings and look for solid growth. However, that hasn’t been the case during the current earnings season. As of Friday the 26th, 48% of the S&P 500 companies have reported third quarter earnings. Currently, year-over-year earnings growth is on pace to eclipse 20%, which would beat analyst’s expectations of 19% growth. Energy, Financials, Communication Services, Materials, Information Technology, Industrials, and Consumer Discretionary sectors have all posted year-over-year revenue growth north of 15%. Additionally, 77% of the reporting companies have posted a positive EPS surprise, while 59% have posted a positive sales surprise. The positive EPS surprise of 77% is above the five year average of 71%, while in aggregate, earnings have beat expectations by 6.5%, which beats the five year average of 4.6%. At the current pace, the third quarter year-over-year earnings growth will be the third highest since Q3 2010. Solid numbers, right? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

  • EPFR Fund Flows

    Major Asian markets still look good to some investors

    By Cameron Brandt 29 Oct 2018

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Natalie Rivett 22 Oct 2018

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

  • IGM FX and Rates

    Viewpoint: Brazilian Presidential Election - Second Round Run-Off Preview

    By Christopher Shiells 17 Oct 2018

    As Brazil heads to the polls for the 2nd round run-off vote the market has priced in a Bolsonaro victory, but can it last?

  • IGM FX and Rates

    The Context

    By Natalie Rivett 15 Oct 2018

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

  • PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...

    Ryan Nauman's Weekly Recap 10.15.18

    By Ryan Nauman 15 Oct 2018

    The NFIB Small Business Optimism index decreased by 0.9 of a point in September to a seasonally adjusted level of 107.9. NFIB President, Juanita Duggan said that “this is the longest streak of small business optimism in history, evidence that the tax cuts and regulatory rollbacks are paying off for the economy as a whole.” Juanita continued, “Members say that business is booming and prospects continue to look bright.” Despite the slowdown, the September reading is the third highest on record. The biggest problem for the businesses was finding quality labor. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!

    Topic Industry News

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