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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 API
  • 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

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 11 Dec 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Confessions of a Yield Curve Junkie

    By David Ader 08 Dec 2017

    It seems to me these days the flattening yield curve is our only constant. Perhaps I’m tired and certainly uninspired, but then a glance at a 10-year yield chart would tell you I have company. This could reflect how little new, critical, information is in the market; we have more Fed hikes being priced in, against still subdued inflation, and we can debate what the tax plan will actual do to boost GDP. Read more from David Ader's latest musings.

    Topic Industry News

  • IGM FX and Rates, IGM Credit

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 04 Dec 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 04 Dec 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Hawkish Inputs, Steeper Outputs

    By David Ader 01 Dec 2017

    In a week laden with provocative headlines ranging from another North Korean nuclear test, GOP progress on the tax bill, more sexual harassment stuff (Garrison Keillor?!? Lake Wobegon hid some secrets!), Bitcoin @ 10,000, Tillerson out talk, Trump saying government shutdown is good for him, and splitting nuances between Powell and Yellen, the themes of steady long rates and shape of the yields remain rather the dominant market declarative. From a rate perspective, 10s and 30s are challenging what had been a narrow range while 2s grudgingly lift to 1.78% on hawkish Fed words. Read more from David Ader's latest musings.

    Topic Industry News

  • PSN Enterprise

    Q3 2017 PSN Top Guns – Markets Not Being Held Back from Reaching New Highs

    By Ryan Nauman 29 Nov 2017

    Ryan Nauman's quarterly PSN Top Guns market report.

    Topic Industry News Changing Rate Environment

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 27 Nov 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • IGM FX and Rates, IGM Credit

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 20 Nov 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 20 Nov 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Fed, Issuance, Inflation, Rebalancing = Flattening

    By David Ader 17 Nov 2017

    I’m going to focus on several charts that I’ve used very recently and which, considering recent price action, seem relevant. And that’s all the more so when coupled with some recent headlines. One chart I refer to shows the YTD total returns for the S&P 500 and the Aggregate Bond Index. The former is up 15% this year and the latter up 3%. To wit, as we approach the end of the year and confront cautionary warnings about equity valuations, ongoing moderate inflation figures, a hiking Fed and tax ‘reform’ uncertainties, booking profits and rebalancing the price action makes prudent sense. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR

    EPFR: Where Fund Flows Empower Actionable Ideas

    By EPFR 14 Nov 2017

    Download our new platform interactive brochure here.

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Marcus Dewsnap 13 Nov 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    There are Many Factors Behind the Curve

    By David Ader 10 Nov 2017

    On Wednesday, the Credit Markets column in the WSJ told us “Bond Yield is Lowest in Weeks”, citing Jerome Powell’s nomination and the folderol with the GOP over taxes which got a hand when we learned the Senate GOP members were mulling over a one-year delay in implementation of the corporate tax cut amongst other divergences with the House Plan. Read more from David Ader's latest musings.

    Topic Industry News

  • IGM Credit, IGM FX and Rates

    The Context - newsletter from IFI Research

    By Andy Hicks 06 Nov 2017

    Welcome to our newsletter, The Context, from IFI Research, containing thought leadership articles spanning a host of asset classes.

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