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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 - Portfolio Performance Measurement

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 - Separate Account Analytics Software

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

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.19.19

    By Ryan Nauman 19 Feb 2019

    I have mentioned before that the U.S. consumer will play a very important role in order for the current U.S. expansion to continue. This expansion has been aided over the years with accommodative monetary and pro-growth fiscal policies. Now that interest rates are higher and pro-growth initiatives, like tax cuts, may be harder to pass due to a split congress, more pressure will be placed on consumers to keep the party going. However, this week’s soft retail sales report brings into question whether the consumer is in a position or willing to spend enough to keep the expansion going. I do believe the soft retail sales report is an outlier, as consumers had to contend with a myriad of bad news during the end of 2018. Even if it is an outlier, the U.S. will need some help from the world’s largest economies to keep the expansion going, however, I think the help may be hard to find. 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 Andy Hicks 18 Feb 2019

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

  • EPFR Fund Flows

    Quants Corner

    14 Feb 2019

    Topic Industry News

  • IGM FX and Rates

    The Context

    By Andy Hicks 11 Feb 2019

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

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.11.19

    By Ryan Nauman 11 Feb 2019

    Momentum was building on hopes progress was being made on the trade front between the U.S. and China. However, the optimism was subdued after President Trump’s national economic council director Larry Kudlow said a “sizable distance” still exists between the U.S. and China on trade negotiations. Technological and structural issues remain the big hurdles. Additionally, CNBC reported that a meeting between President Trump and Chinese President Xi Jinping is unlikely to take place prior to the March deadline. If no deal is struck by the fast approaching March 1st deadline, the tariffs on Chinese goods may jump to 25%. 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

    Riskier fixed income groups fare well in early February

    By Cameron Brandt 08 Feb 2019

    Topic Industry News

  • IGM FX and Rates

    L/T FX Forecasts: Winners

    By Tony Nyman 06 Feb 2019

    A decent start to the year as IGM win latest one and three-month G10 currency forecast tables this week in FX Week's FX polls of 30-plus leading firms.

  • IGM FX and Rates

    Viewpoint: All eyes on the South African budget amid lingering downgrade risk

    By Natalie Rivett 06 Feb 2019

    The S.African budget unlikely to be trigger for Moody's credit rating downgrade, but will be factor after the May election

  • IGM FX and Rates

    The Context

    By Andy Hicks 04 Feb 2019

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

  • EPFR Fund Flows

    Quants Corner

    By Sayad Baronyan 04 Feb 2019

    Topic Industry News

  • PSN Enterprise - Separate Account Analytics Software, Zephyr...

    Ryan Nauman's Weekly Recap 02.04.19

    By Ryan Nauman 04 Feb 2019

    The Federal Reserve unanimously left key policy rates unchanged and continued to stress its “patient” and “data driven” stance. The Fed statement removed "further gradual increases”, signaling a pause in rate hikes, and “autopilot” when referring to their balance sheet runoff. The change in the statement is in partly due to "muted inflation" and recent "global economic and financial developments." The Fed also changed their tone on the pace of U.S. economic growth from “strong” in December to a “solid” pace in early 2019. Here is a noteworthy statement from the Fed officials. “In light of global economic and financial developments and muted inflation pressures, the Committee will be patient as it determines what future adjustments to the target range for the federal funds rate may be appropriate to support these outcomes.” 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 Andy Hicks 28 Jan 2019

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

  • IGM FX and Rates

    The Context

    By Andy Hicks 28 Jan 2019

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

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