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Save time, win business

Wealth management | Who we help | Financial intelligence

Time-poor professionals need to be able to win new business, as well as measure, review and report on their performance quickly. And they need to do this while communicating their value to the investment process.

Our range of products can help you with:

  • Asset allocation
  • Investment proposal creation
  • Performance measurement
  • Performance reporting – in batches or ad hoc
  • Composite creation, management and reporting
  • Compliance monitoring with IPS (Investment Policy Statement) tracking

Our products

 We offer a range of solutions for wealth managers, advisors and bank trusts.

  • WealthIQ delivers investment planning and proposal generation
  • ComplianceIQ monitors investment policy statements, making regulatory compliance easier and more efficient
  • CompSiteIQ allows investment and wealth management firms to create, manage and report on investment performance composites
  • PerformanceIQ is a performance measurement and reporting solution

Our unique strengths

Focus on revenue | Financial intelligence

Accuracy assured

We combine our proprietary performance calculation engine with human checkpoints – giving you the most accurate performance data. We also deliver accuracy through data integration, taking the risk of manual error out of the process.
Reliable content | Financial intelligence

Flexible reporting options

Differentiate yourself from your competition: our reporting is sophisticated to the end-recipient, but can be produced on a mass scale or as a one-off, if necessary.
Custom proposals | Financial intelligence

Custom proposals

The WealthIQ investment proposal system is completely customized for each client, making it an ideal fit in any wealth management business.

Recommended products

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

Placement tracker | Financial Intelligence

WealthManagement.com

Driving real marketing results with integrated offerings.

Key benefits:

  • Strategic advantage
  • Higher revenue generations
  • The benefits of targeted advertising
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
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

Financial Intelligence: latest

Free analysis

Any questions?

If you have questions about how Informa Financial Intelligence can assist your business, please fill out 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 a list of our offices and contact details. 

Would you like to request sample data or analysis from Informa Financial Intelligence? 

See how our tailored solutions can help you gain a competitive advantage: